Shawn Smith is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, previously spending eight years at Park Avenue Securities. Outside of his advisory role, Smith is involved in consulting through several businesses, including SCS Advisor Consulting, LLC, where he advises other professionals on strategic planning and growth, as well as independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients with Ameriprise-managed accounts.

Philip Walby is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Pruco Securities LLC and Adam Schopp. Walby is also involved with InTheNet Academy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

Kenneth Lesesne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining LPL Financial in 2021, he spent 13 years at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, Inc. 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, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by model portfolios, research, and various technology-driven investment options.

Oleksa Kyj is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2012. Outside of his advisory role, he serves as a board member of the Ukrainian Heritage School, a nonprofit Saturday school in Jenkintown, PA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Stephanie McCurry is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James Financial since 2009 and also associated with Raymond James Financial Services, Inc. since 2002. Outside of her advisory role, she serves as a finance and investment committee member for Lehman Memorial United Methodist Church and holds the Certified Divorce Financial Analyst (CDFA) designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dominick Clemente is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and also spent time at Bank of America. Clemente attended Pennsylvania State University from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mc Kee is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Wawa from 2015 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,000 advisors.

Margaret McMahon is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley since 2013 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Wendy Masse is a financial advisor at Morgan Stanley with 32 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and previously spent 11 years at Neuberger Berman, LLC. Masse holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm-approved tools and market outlooks.

Melanie Jimenez is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

John Harwick is a financial advisor at Fidelity with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Harwick has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kelly Williams is a financial advisor with Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, with a brief consulting role at a family-run business, The Village Teahouse. She also assists her husband with organizing a small online resale hobby. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and centralized operational support.

Mark Irwin is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis, using systematic methodologies and long-term asset allocation benchmarks to construct model portfolios.

Ivelis Valles is a CFP®-certified financial advisor with Ameriprise, based in Vineland, NJ, with 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory role, she is a salaried financial advisor for Kimberly StPierre at KSP MLS LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Scott Ratajczak is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including CUNA Brokerage Services and Thrive Capital Management. Outside of his advisory role, he is a referral agent for Weichert Referral Associates Co., Inc., assisting friends and family in connecting with real estate agents. Fidelity’s Strategic Advisers division offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and registered investment companies.

Colleen Kusy is a CFA® charterholder and holds a Series 66 license, with 12 years of experience in the financial industry. She has worked at Robert W. Baird & Co. for 12 years before joining Stifel, where she is currently based in Conshohocken, PA. Outside of her advisory role, she owns a rental property in Avalon, NJ. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Stanley Robbins is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. Outside of advisory services, he owns and operates an insurance agency offering disability, long-term care, and fixed life insurance products. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, diversification, and access to multiple investment platforms and third-party managers.

Brian Bernhardt is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides its financial planning primarily in an advisory capacity.

Bryan Connolly is a CFP® with 39 years of industry experience. He has worked at OSAIC since 2023 and previously spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns Lumen Financial Group, a tax preparation business. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and nonprofits through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions that include automated portfolio construction and access to third-party managers.

Richard Corcoran is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis techniques. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client relationships and corporate financial planning agreements.