Gerald Miletics Jr. is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he serves as a board member of the Muhlenberg College Wrestling Booster Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Robert Schubert is a financial advisor with LPL Financial, holding PFS™ and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and Investment Advisors Asset Management, LLC. Outside of his advisory work, he is involved as a musician with Chuck Schubert Entertainment. 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 portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Tiffani Tita is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. Her prior roles have been exclusively within Ameriprise and its affiliates. Outside of her advisory work, she is involved with BW Nice Lehigh Valley, a community service and networking organization. Ameriprise is an institutional firm that provides retirement-income planning services primarily to individuals with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Kevin Brettell is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor AXA Advisors, LLC. Outside of his advisory role, Brettell is involved in property and casualty insurance sales through multiple agencies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through various advisory models and third-party program sponsors.

Harold Hagy is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following prior roles at Nationwide Securities and Nationwide Insurance Company. Outside of his advisory work, he serves as an auditor for Hamilton Township, reviewing the local township budget for accuracy. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by advanced research and operational tools.

Gregory Lauray is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 28 years of industry experience. He has worked with Cetera and its affiliated entities since 2005 and also owns and manages a CPA firm specializing in accounting and tax preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of discretionary and non-discretionary strategies.

Stephen Bishop is a financial advisor with Mass Mutual Investors Services in Bethlehem, PA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with MML Investors Services and MassMutual since 2015 and has also been involved with Weichert Realtors since 2013. Outside of his advisory role, he is engaged in executive benefit funding and analysis as well as life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides educational seminars along with specialized planning programs.

John Genova is a CFP® with 42 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at FSC Securities Corp. for eight years and OSAIC for two years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs, including municipal and public-finance services.

Ashley Siedt is a financial advisor with Equitable Advisors in Easton, PA, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Equitable Advisors since 2015, including time when it operated as Axa Advisors, LLC. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with investment models or discretionary managers, utilizing both proprietary and third-party solutions.

Alexander Di Cesare is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2023. His background includes roles at Equitable Advisors, Rockland Financial Group, and experience in both educational and corporate settings. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides planning and managed-account services separately, allowing clients to combine them under a consolidated billing option called “WealthPlan.”

Gerald Haggerty Jr is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax-related firms for over 20 years prior to joining Cetera. He also owns and operates Haggerty's Tax Service, providing tax preparation services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform supporting diverse investment strategies.

John Pavlinsky is a financial advisor with Merrill based in Bethlehem, PA. He holds a Series 66 designation and has seven years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Arvind Mathur is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he is involved as a landlord in a rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an emphasis on a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Dana Vlasics is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked for over two decades at Dr. Andrew T. Pagano, DMD. Vlasics served as president of the Sam Vlasics Foundation, a nonprofit focused on heart defect awareness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s services include broad financial topics and can be combined with managed-account programs under a consolidated billing option.

Frederick Kleinhenz Jr. is a CFP® and Series 63 credentialed financial advisor with 33 years of industry experience. He is currently with OSAIC and has prior experience at Sagepoint Financial, Inc., as well as operating Kleinhenz & Company LLP, an accounting and tax services partnership. He also owns an insurance agency. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diverse portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Tracy Carmer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked at Fulton Bank and Fulton Financial Corporation, among other firms. Carmer is also involved as an associate employee with Fulton Financial Advisors, focusing on sales and investment products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Edward Bullock is a financial professional with 42 years of industry experience. He has been with Cetera since 2005 and holds the ChFC®, Series 63, and Series 65 designations. Outside of his advisory work, Bullock serves as President of the Board of Trustees for the Phillipsburg NJ Public Library and as Vice Chairman of the IRCO Federal Credit Union board. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of advisors and managing over $256 billion in assets.

Eric Nikles is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Royal Alliance Associates, INC. from 2018 to 2023 and at Jhfn Sii from 2010 to 2018. He is also the owner of Keystone Financial Management LLC, an investment-related business engaged in sales and marketing of securities and advisory products. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a broad range of brokerage and advisory services supported by firm-provided asset-allocation tools and access to multiple third-party investment platforms.

Serena Stauffer is a Series 66 licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, she worked at Kutztown University, Lehigh Carbon Community College, Dunkin, and Lighthouse Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Carla Wamba is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she owns and operates Good Karma Tax LLC, a tax preparation business based in Bethlehem, PA. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficient strategies.