Brett Biggs is a financial advisor at Janney Montgomery Scott with 22 years of industry experience and a Series 66 designation. He has been with Janney Montgomery Scott since 2003. Outside of his advisory role, Biggs serves on several nonprofit boards, including DeWeather Cares and the Sun Inn Preservation Association, and is president of the Lehigh Valley Rugby Football Club. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with investment advice delivered through a combination of in-house portfolio management and third-party managers across various advisory programs.

Peter Gruppo is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has two years of industry experience and previously worked at Wells Fargo Bank, Santander Securities, and United Ground Express. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Robert Everitt III is a CFP® with 22 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC, where he has worked since 2011, and also maintains associations with LPL Financial and Capital Planning Services Corp. Everitt provides financial planning and consulting services through Capital Planning Services Corp. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that uses both discretionary and non-discretionary approaches, integrating technology platforms and third-party managers to deliver customized investment solutions.

John Paul Debard is a financial advisor with PNC Wealth Management in Bethlehem, PA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with PNC Investments since 2011. Outside of his advisory role, he is the owner of Soul Shaker Records, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.

Patricia Weir is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, Morgan Stanley Smith Barney LLC, and Merrill. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jennifer Thompson is a financial advisor with LPL Financial in Bethlehem, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Cadaret Grant & Co., Inc., Royal Alliance Associates, Inc., Valor Wealth Management, and MML Investors Services. Outside of finance, she has experience in entrepreneurship through her involvement with Pink Entourage Salon. 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 investment adviser representatives and advanced operational tools.

Connor Mc Cormick is a financial advisor with Equitable Advisors in Center Valley, PA. He holds the Series 66 designation and has one year of industry experience. His work history includes roles at CountPlus and Fine Wine and Good Spirits, as well as experience at Susquehanna University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and a variety of firm-offered and third-party advisory programs to meet client needs.

Joe Dancho is a Financial Consultant currently working at Fidelity Investments since 2023. He supports clients with overall financial and retirement planning, aiming to create personalized plans aligned with their financial goals. He has experience as an Investment Consultant at Fidelity Investments from 2022 to 2023, and previously served as a Retirement Education Counselor at Prudential Financial from 2015 to 2022. Prior to that, he held positions at T. Rowe Price including Senior Retirement and Investment Counselor from 2013 to 2015 and Retirement and Investment Counselor from 2011 to 2013. Joe's personal interests include family activities, football, and volunteering.

Christopher Myers is a financial advisor with Ameriprise in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Myers serves on the Endowment and Stewardship Committees at Christ Lutheran Church in Hellertown, PA. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, research-backed recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input to deliver personalized retirement plans within a large institutional framework.

Joseph Dispenza is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2001. Dispenza is also an author of a book on financial planning basics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, using both proprietary and third-party strategies across various asset classes.

Danika Rhinehart is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Lehigh University from 2012 to 2019. Rhinehart rents out a former home in Bethlehem, PA, rather than having sold it. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Matthew Brown is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked at Primerica Advisors since 2024 and has prior experience at BHG Financial, Bank of America, and TD Bank. Outside of advisory activities, he is the sole member of SMART Capital Consulting, LLC, a non-investment related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with trading delegated to BNY Mellon Advisors.

Richard Grube is a financial advisor with RBC Capital Markets in Annandale, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an elected official for the Clinton Township Republican Committee and is a committee member at Stanton Ridge Golf and Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Hillary Handel is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025, and has held several other positions within the company since 2022, including Relationship Manager and Financial Representative. Before joining Fidelity, Hillary worked at Merrill Lynch as a Senior Phone Representative and Financial Services Representative between 2020 and 2022. Her professional experience spans various aspects of financial planning and client relationship management. Hillary is licensed with a California Insurance License, enabling her to provide comprehensive financial advice and services. Outside of her professional career, Hillary has personal interests in cooking and baking, fitness, food, movies, music, and pets.

Gary Guzzi is a financial advisor with Morgan Stanley in Easton, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, along with an extended period at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct engagements and Corporate Financial Planning agreements.

Scott Brantingson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2018 and was previously with Wells Fargo Advisors. Outside of his advisory work, he is involved with the Lehigh Valley Center for Independent Living. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its large advisor network with portfolio management and institutional consulting services.

Sandra Bitar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Victory Bank since 2020 and has been affiliated with PFSI Investment Inc. and Primerica Financial Services since 2018. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Jeffrey Febbo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 42 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. He is also the owner of Febbo Wealth Management, LLC, where he provides financial planning and other financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program options and affiliated partnerships.

Conor Gum is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at DFPG Investments, Inc. and Serratelli Financial Group, where he also manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Cynthia Pettegrove is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Investments LLC for 10 years before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.