Forrest Obrien is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 35 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2026 and previously spent nine years at Commonwealth Financial Network. Additionally, he owns Financial Sources, Inc., a private entity involved in securities and insurance business. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and offers a range of proprietary and third-party investment platforms.

Sameer Phadke is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. His career includes prior roles at SCF Investment Advisors, SCF Securities, Morgan Stanley, Citigroup Global Markets, and Ameriprise. In addition to his advisory work, he serves as a non-variable insurance agent. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

James Woodley is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018, following three years at Frito Lay. 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, and institutional investors.

David Anderson is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has prior work history at QVC and GameStop. Anderson serves as president of a local networking group, BNI Connect, based in Easton, PA. Edward Jones is a wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diego Mercado is a Series 66 licensed financial advisor with 8 years of industry experience. He is currently affiliated with LPL Financial and First Commonwealth Federal Credit Union. Prior to these roles, he worked at Wells Fargo Clearing and Bank of America, including a position with Merrill. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Robert Wetherhold IV is a financial advisor with Raymond James Financial in Bethlehem, PA, holding a Series 66 credential and seven years of industry experience. He has worked with firms including Fulton Bank, Axa Advisors, and 1847 Financial. His prior experience also includes a role at Kutztown University and managing a carpet installation business. 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 investors. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and modeling tools, and supports municipal and public finance work through an affiliated municipal advisor.

Robert Dinicola is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, he is a partner and co-owner of The Rockland Wealth Group Wealth Management LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.

Brian Fitzharris is a financial advisor with Equitable Advisors in Bethlehem, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor, Axa Advisors, LLC. Fitzharris operates a separate wealth management entity, The Rockland Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

James Mohamdein is a financial advisor with Social Justice Capital LLC in Bethlehem, PA. He holds Series 65 and Series 63 licenses and has five years of industry experience, including roles at Fidelity and The Vanguard Group. Outside of finance, he works as an actor and musician and is involved in sales of solar panel systems. Social Justice Capital LLC offers portfolio management, financial planning, and public educational seminars to individuals, trusts, charitable organizations, and businesses. The firm builds customized investment strategies based on client goals and uses approaches such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo planning.