Andrew Soltys is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Harry Mcwilliams is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with Linsco/Private Ledger since 2005. Mcwilliams also operates Granite Financial Solutions, LLC as a DBA. 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 broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches and offering access to model portfolios and research.

Ryan Mace is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and Emerald Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mackenzie Roedel is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to this, Roedel worked at Delaware Distributors, LP and Macquarie Investment Management, each for five years, and held positions at Cornell University and Lazard Asset Management. Outside of Ameriprise, Roedel manages an advisory business, Penn Wealth Planning, LLC, based in New Hope, PA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic tools overseen by specialized committees to support its retirement planning offerings.

Bradley Snyder is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life. Outside of the financial industry, he was involved with GreaseBusters of Central PA & Pittsburgh for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage and insurance products.

Matthew Repko is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he volunteers as a Veteran Service Officer, assisting veterans in understanding benefits provided by the VA. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Philip Fredericks is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. for 14 years. Fredericks also has outside employment with the Office of New Jersey Assemblyman Robert J. Auth. 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, including discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Kane is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Madison House Condominium Association in Margate, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Todd Gunerman is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hamilton Financial Advisors since 2013. Gunerman has been affiliated with Raymond James Financial and its related entities since 1995. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis, modeling tools, and firm research to develop tailored financial plans and recommendations.

Mark Dudycha is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, 65, and 66 licenses. He has 30 years of experience in the financial services industry and has been with Cambridge since 2011. He is also president of Dudycha Retirement Group, a firm providing retirement-related services for over two decades. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Jonathan Viscounte is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he spent 39 years at Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1985. Outside of advising, he is a notary and is involved in insurance and financial services through Viscount Financial LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, and access to brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Jorge Arrisueno is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with affluent individuals, families, and businesses to develop customized wealth management solutions. His approach emphasizes collaboration with a diverse team of specialists to address financial growth, wealth preservation, tax efficiency, and estate planning, ensuring continuity of generational wealth. Jorge specializes in family wealth management strategies, services for endowments, foundations, and non-profits, and tax minimization. He is a Personal Investment Advisor (PIA) and holds a bachelor's degree in Business and Administration with a concentration in Finance and a minor in Spanish from Ursinus College. Fluent in English and Spanish, Jorge combines his expertise to help clients pursue their financial goals with confidence. Outside of his professional work, Jorge enjoys camping, chess, music, skiing, surfing, traveling, and spending time with his family. Originally from New Jersey, he has a personal affinity for the shore and draws on his background and experiences to support his client relationships.

April Pettinelli is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been in the financial services industry since 1988 and joined Merrill in 2002. April holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout her career, April has gained experience in retail banking, private banking, and wealth management. She focuses on areas including liquidity management, retirement income, portfolio management, socially responsible and ESG investing, women and wealth, small business strategies, and personal retirement planning. April assists clients with developing investment plans tailored to their short- and long-term financial goals. April earned a Bachelor's Degree from Ursinus College in Collegeville, Pennsylvania. She resides in Collegeville with her husband and two children. Outside of work, April enjoys golfing, running, Pilates, walking her two Rhodesian Ridgebacks, and spending time with her family in Ocean City, New Jersey. She is also involved as a volunteer at her daughter’s school.

Johnson Sabir is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at JPMorgan Chase Bank, N.A. and Citizens Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Kevin Di Biaso is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also the acting power of attorney for DiBiaso, where he manages the investment portfolio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services alongside access to a broad affiliate network.

Julie Conway is a financial advisor at Osaic with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 22 years. In addition to her advisory role, she is a licensed insurance agent providing long-term care, life, health, and fixed annuity insurance coverage. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Lauren Austin is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she partners with clients through various life stages to develop and navigate financial plans tailored to their goals and aspirations. Lauren emphasizes the importance of maintaining dynamic financial plans that evolve as her clients' lives change. Lauren has extensive experience within Fidelity Investments, having served as a Financial Consultant from 2015 to 2024, an Investment Representative from 2013 to 2015, and a Financial Representative from 2011 to 2013. Throughout her career, she has focused on long-term client relationships and financial planning. Additional details about her education, credentials, personal interests, or community involvement were not provided.

Susannah Drevers is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

James Mccarthy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform combining advisor programs with insurance and lending products.

Jason Hine is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including MML Investor Services, MassMutual Financial Group, Transamerica Financial Advisors, and Foresters Financial Services. He is also the owner of J and J Hine LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active sales of financial products.