Mark Kemp is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002. Outside of his advisory work, he has conducted business activities related to retirement services and tax advisory through his own firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by various technology tools and a broad network of over 22,800 advisors.

Jeffery Kennerly is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, National Association since 2017. Prior to joining Morgan Stanley, he worked at Robert Half Management Resources for three years. Outside of his advisory work, Kennerly serves on the boards of several nonprofit organizations, including Step Afrika!, Bowie State University’s College of Business advisory board, and The Westtown School’s Board of Trustees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm employs a structured financial planning process supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Beth Wentzel is a financial advisor at Ameriprise with eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, she has ownership in a real estate business in Gilbertsville, Pennsylvania. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Turner is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following five years at The Mutual Fund Store. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management solutions focused on diversified model portfolios and long-term investment strategies.

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.

Patrick Frohner is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. His earlier career includes roles outside finance in automotive sales, catering, and service industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by modeling tools and advisory services.

Michael Skiff is a CFP® and ChFC® with 21 years of experience, currently serving at MassMutual Investors Services since 2008. He holds positions as an agent for health and group life insurance and as a broker servicing existing equity index annuities. Skiff is also vice president of UFG Advisors, LLC, a role he assumed in 2024. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized planning services including estate settlement and employer-sponsored programs.

Anthony Timet is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of home security and automation products through affiliations with Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale, offering model-driven investment strategies supported by third-party asset managers and custodians.

Christopher Werner is a CFP® professional with 18 years of industry experience, currently advising at Edelman Financial Engines. He has been with the firm and its predecessors since 2014, holding roles at Edelman Financial Services, EF Legacy Securities, and Financial Engines Advisors. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner guidance and online tools, offering both discretionary and non-discretionary investment solutions across a broad range of account types.

Mark Dudycha is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 designations and having 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011, and he has led Dudycha Retirement Group since 2002. Outside of his advisory role, he is involved in independent insurance sales and owns a tax preparation and bookkeeping business. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

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.

Gary Remp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wachovia Bank, N.A. since 2007. Outside of advisory work, he manages rental property operations on behalf of his fiancée and serves as executor for his father’s estate. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment approach.

Austin Seibert is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at NEXT Financial, Inc. and Ethos Group. His background also includes roles outside finance, such as work with Temple University and the East Penn School District. 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, third-party asset management, and institutional platforms.

Ambler Selway is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at firms including Global Retirement Partners, LLC, New England Securities, and MSI Financial Services, and provides advisory services through his own independent firm, Global Retirement Partners, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, including access to model portfolios, third-party asset management, and institutional platforms.

Brian Hamm is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at CODY Computer Services, Inc. and Gateway Ticketing Systems, Inc. Outside of his advisory work, he prepares income tax returns for immediate family members on a private basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Stefanie Feinstein is a Series 66-credentialed financial advisor with Equitable Advisors, where she has worked since 2018. She has eight years of industry experience, including prior roles at AXA Advisors and SKIGITAL LLC. Outside of her advisory work, she is a part-time softball coach and adjunct professor at Immaculata University, and also works as a private softball instructor. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to various advisory models and third-party asset managers.

Joel Feldman is a financial advisor with LPL Financial in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Boenning & Scattergood, Inc., Raymond James & Associates, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

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.

Lori Marino is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Janney Montgomery Scott and The Vanguard Group. Outside of her advisory role, she owns Value Ventures, a wholesale goods business fulfilled through Amazon. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

Robert Clayton is a CFP® with five years of industry experience, currently affiliated with Mass Mutual Investors Services in Exton, PA. His prior work includes positions at Equitable Advisors, Merrill Lynch, Temple University, and the University of Pittsburgh. Outside of finance, he has worked in the hospitality and service industries, including roles at The New Deck Tavern and McKenzie Brewhouse. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.