Jeffry Campbell II is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at LPL Financial and 360 Wealth Management. Outside of finance, he writes, records, and performs music professionally as a performance and studio musician. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing firm-approved software and collaborative planning processes.

Brent Fuchs is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corp for 25 years. Fuchs is involved in several insurance-related activities, including offering various types of annuities, life insurance, and health insurance products through Heritage Financial Consultants, LLC. Osaic Wealth, Inc. 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, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of portfolio construction tools and multiple advisory platforms.

Keith Coleman is a financial advisor at Edward Jones in Wynnewood, PA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he is involved in property rental management in Upper Darby, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Kimberly Goodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Wells Fargo in various roles since 2016. Outside of her advisory work, she serves as a power of attorney for her child. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Smith is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010, following a tenure at Axa Advisors. Outside of his advisory role, Smith serves as Vice President of Finance on the board of the Society of Human Resource Management Philadelphia Chapter. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of representatives. The firm utilizes third-party advisory programs and emphasizes matching clients to appropriate investment models based on risk tolerance and personal information.

Richard Costello is a financial advisor at Ameriprise with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His previous professional experience includes long-term roles at Securities Service Network, Securities America, and ownership of Group Insurance Solutions, an agency providing health insurance sales and services to individuals and small businesses. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to deliver customized income planning recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Yates is a financial advisor with Cetera, holding CFP® and Series 66 credentials and 12 years of industry experience. He has worked at Diamond State Financial since 2014 and has held roles at Minnesota Life Insurance Co and Securian Financial Services. Outside of advisory services, he is involved as an agent and broker in fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Seth Immediato is a Series 66 credentialed advisor with Ameriprise in Wilmington, DE, with three years of industry experience. Prior to joining Ameriprise, he worked at the University of Delaware and Delaware Military Academy. He also supports a registered financial advisor through Kimberlee M. O. LLC, assisting with meeting preparation, follow-up, and client services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

Andrew Pompe is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and was previously affiliated with Axa Advisors, LLC. He serves as an at-large director on the Penn State Smeal College of Business Alumni Society Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory programs or discretionary managers, utilizing both proprietary and third-party solutions.

Jeanne Griffith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Advisors and its affiliate firms since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kerri Matthews is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at UBS since 2018, following four years at Capital One Investing LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ketul Mody is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 registrations and has been associated with Cetera and Cetera Wealth Services since 2023. Prior to this, he worked at Diamond State Financial Group and Minnesota Life Insurance Company, among others. Outside of his advisory role, Mody serves as co-secretary and volunteer for the Gujarati Samaj of Delaware, a local Indian community group. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering a range of investment and advisory services through discretionary and non-discretionary portfolio management and access to third-party managers.

Gregory Cella is a CFP® with 10 years of industry experience, currently serving as a financial professional at Cetera since 2023. He has held roles at Diamond State Financial Group since 2016 and worked with Minnesota Life Insurance Company and Securian Financial Services from 2016 to 2023. In addition to advisory services, he has engaged in fixed insurance sales as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 independent advisors nationwide, offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm utilizes a multi-manager platform with various program structures and custodial relationships, managing over $256 billion in assets.

Mark Schatzel is a financial advisor with LPL Financial in West Chester, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Tfs Securities Inc for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Maloney is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Lincoln Financial Advisors, The Vanguard Group, and New York Life Insurance Company. Outside the financial sector, he has been involved with Sirius Dog Services since 2024 and previously worked with BierHaul Bar and Restaurant. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and features specialized planning programs such as divorce and estate-settlement services.

Christopher Close is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services and MassMutual since 2020. He is also the owner of E78 Partners, a consulting business, and serves as a director at Close Consulting LLC, where he is involved in governance and oversight for Capstone Green Energy. 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 collaborative, annual financial planning engagements and event-driven planning programs, including divorce, estate-settlement, and employer-sponsored planning.

Michael Mcgarry is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. He also operates under the DBA Integrated Financial Strategies, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of proprietary programs and third-party asset managers to deliver customized investment solutions.

Sarah Mitrotz is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior experience includes roles at Cetera Advisor Networks and Vicus Capital. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of investment adviser representatives and third-party asset managers.

Cassandra Dekis is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Colin Yablonski is a Series 66-licensed financial advisor with Equitable Advisors, based in Bala Cynwyd, PA. He has two years of industry experience, all with Equitable Advisors since 2024. Prior to his current role, he held brief positions at Conestoga Buildings and Oregon Dairy, with gaps in employment in between. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing a range of third-party advisory models and tools.