Paul Gibler is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm utilizes internal research, third-party data, and algorithmic tools while operating within a defined investment universe that includes affiliated product offerings.

Miles Nissly is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Covenant Wealth Strategies, Liberty University, Ameriprise Financial, and Hudson Ford. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Robert Bechtold is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. In addition to his advisory role, he operates an investment advisory business under the name WL Bechtold & Co. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to support portfolio construction and management.

Dominic Marinucci is a financial advisor with Mass Mutual Investors Services in Exton, PA. He holds a Series 66 designation and has 16 years of industry experience, including 15 years with Mass Mutual and its affiliated firms. Outside of his advisory role, he serves as a course instructor at Delaware County Community College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved tools and educational seminars, serving a diverse client base including high-net-worth individuals.

Marc Nettles is a financial advisor with Wells Fargo Advisors in Exton, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Advisors since 2009, including a prior role at Wells Fargo Clearing. Outside of his advisory work, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may choose to implement through brokerage or advisory programs.

David Tate is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds the ChFC® and Series 66 designations. Prior to joining Cetera in 2023, he worked at Securian Financial Services and Minnesota Life. Outside of his advisory work, he serves as a preacher for a small congregation, delivering monthly sermons. Cetera is an SEC-registered adviser operating a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and third-party managers.

Brad Krajsa is a financial advisor with Ameriprise in Wyomissing, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Krajsa owns and administers CSWMG, Inc., a business established to manage his Ameriprise practice administration and expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Vito Conigliaro is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Cetera and Diamond State Financial Group. Before entering the financial industry, he spent seven years operating Pizza and Pasta. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

John Larson Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He previously spent 14 years at Lincoln Investment Planning, Inc., followed by a year at Capital Analysts before joining LPL Financial. Larson is also involved in tax preparation and accounting through Scamuffa-Larson Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, supported by both discretionary and non-discretionary management and access to model portfolios and research.

Matthew Brown is a CFP® with 29 years of experience in the financial industry. He has worked at Edward Jones since 2019 and previously held roles at JPMorgan Securities, JPMorgan Chase Bank, and J.P. Morgan Institutional Investments. Brown serves as a director on the Padua Academy Foundation, where he participates in reviewing investment manager performance and making financial aid recommendations. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Curtis Shambaugh is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, he operates Shambaugh Financial LLC, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, with access to multiple program structures and third-party managers.

William Fagan Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for nine years. In addition to his advisory role, he is licensed as an insurance agent offering a range of insurance products including accident and health insurance, disability insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing a variety of asset allocation tools and portfolio management options.

Bradford Alliger Sr. is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and Alliger Capital Management, where he serves as president. Outside of his advisory work, he is a partner in ABE LLC, a business that designs promotional displays and markets branding gifts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains unique municipal advisory affiliations and specialized retirement plan consulting programs.

Michael Lynch Jr. is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding CFP® and ChFC® designations and bringing 32 years of industry experience. He has worked with MML Investors Services, Inc. and MassMutual since 1994. In addition to his advisory role, Lynch also works as a licensed agent in life and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning and a range of event-driven services.

Joanne Weidner is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Mutual of Omaha Investor Services. She is also the owner and president of Weidner Financial Group and conducts Medicare workshops to assist seniors with enrollment options. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services through a wide network of affiliated advisers. The firm uses various portfolio construction tools and offers access to multiple investment platforms, including third-party managed accounts and wrap programs.

Daniel Mccarthy is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm manages discretionary and non-discretionary portfolios, serves registered investment companies, and uses systematic methodologies alongside AI and algorithmic tools in its investment process.

Zachary Cooper is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Citadel Federal Credit Union and TD Bank. He is also employed as an investment representative for Plan and Prosper Financial Partners, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.

Jennifer Calabro is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera and DNB First, National Association. Outside of her advisory role, she serves on the finance council of St. Joseph Church, where she reviews the church and school budget. Ameriprise is an institutional firm offering retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Kyle Banal is a financial advisor with LPL Financial in Wilmington, DE, holding a Series 66 designation and having two years of industry experience. He previously worked at Bank of America for one year and was involved with Young Life for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through its network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Douglas Mac Cormack is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 21 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2009 and at Fulton Bank since 2018. Outside of his advisory role, he works part-time as a scout for the Dubuque Fighting Saints hockey team on the East Coast. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning supported by analytical tools and maintains a notable affiliation with a municipal advisor that supports its public finance activities.