Allen Fidler IV is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at E. Lori Smith, Waddell and Reed, Inc., and various insurance carriers with W&R Insurance Agency. Outside of his advisory work, he has been involved with Mountain View Perennials, LLC for 15 years. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Tyler Smith is a CFP® and holds a Series 66 license with over 10 years of experience in the financial industry. He has worked with LPL Financial since 2021 and has prior experience at Waddell & Reed, various insurance carriers, and his own business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and proprietary research.

Francesco Mercuri is a CFP® professional affiliated with LPL Financial in Orwigsburg, PA, with eight years of industry experience. He has held roles with organizations including Pottsville Area Development Corporation and Schuylkill Women in Crisis. Outside of his advisory work, he operates a trophy shop in Pottsville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified strategies.

E Lori Smith is a CFP®-credentialed financial advisor with 28 years of industry experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at St. Joseph Center for Special Learning, Lehigh Valley Health Network-Schuykill, and Heritage Ford. She is a board member of the Lehigh Valley Health Network-Schuykill, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and technologies such as machine learning.