Kyle Meitzler is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, combining research and analytics with a range of brokerage and advisory solutions.

Connor Eglin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2025. Prior to entering the financial industry, he was employed at Boscov's Department Store for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis across multiple financial topics, allowing clients to combine planning with managed-account programs while keeping these services separate.

Kristi Acree is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her professional background includes roles at Mass Mutual, Northwestern Mutual, and Mutual of Omaha. She serves as a board member for Finseca, a trade organization focused on the financial services industry. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Michele Maddaloni is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Ameriprise, Michele worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. for six years and at TD Ameritrade for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies through a centralized service team and a research-driven recommendation process.

Nonamegiven Aloyeious is a financial advisor at J.P. Morgan Securities with two years of industry experience. He has previously worked at Morgan Stanley, Citizens Bank, and Primerica Financial Services. Outside of financial services, he is the founder and sole manager of Mossiki Entertainment LLC, a music production and live events company. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jon Ernst is a financial advisor with OSAIC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and has been a CPA with David A. Stortz & Associates, CPAs since 1994. Outside of his advisory roles, he serves as a member of the finance committee for St. Ann Church. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Joshua Koch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Thrivent, he worked at Sentry Insurance for seven years. He serves as Secretary on the Board of Directors for Hardship Heroes, a local nonprofit organization that provides gifts and experiences to individuals and families facing medical hardships. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across multiple planning areas without managing client assets directly.

Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.

Rose Galeano Phillips is a CFP®-certified financial advisor with 21 years of industry experience. She currently works at OSAIC and has held previous roles at Wells Fargo Clearing, Chase Investment Services Corp., and PNC Wealth Management. Phillips serves as president of Rotary District 7430, where she is involved in youth exchange programs and other administrative functions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by a range of managed accounts and third-party manager programs.

Shelley Fraker is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2023 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Stephen Parrish is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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 solutions supported by a large nationwide network of advisors and branch offices.

Carmen Locascio is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and having 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Investors Services in 2017. Locascio also maintains a role as an insurance agent specializing in life and health insurance. MassMutual 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 financial planning and asset management services using firm-approved tools and offers event-driven planning programs along with educational seminars.

Karen Prudencio is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services since 2018, having also worked at Wells Fargo Bank since 2011. Outside of her advisory work, she co-owns Pocono Latin Fest, a community event in Tobyhanna, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, utilizing an IPS-driven approach grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Martin Kovach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Wells Fargo Clearing for a total of 11 years across two periods. Kovach also serves as an executor and holds power of attorney roles for family members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research and analytics.

Geronis Gervacio Lalane is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Enterprise Mobility and Medicalls. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Mullaney is a financial advisor with Primerica Advisors in Macungie, PA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked with Blue Mountain Financial Group since 2020 and has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2001. In addition to his advisory role, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Kasey Dreste is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2018, Dreste worked at M&T Bank from 2016 to 2018. Outside of advisory work, Dreste also serves as a notary public in Allentown, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment decisions.

Jason Monteagudo is a financial advisor at OSAIC with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors Inc. for ten years. Outside of his advisory role, he serves as a board member for Federation Cornhole and Federation Pennsylvania Cornhole, assisting with event organization and sponsorship decisions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various managed account programs and a complex affiliate network.

James Slaska is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Silberg is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he acts as a power of attorney for family members, managing their investment-related matters. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach grounded in diversification and modern portfolio theory and offers a range of brokerage and advisory solutions.