Amanda Grey is a CFP®-designated financial advisor with six years of industry experience. She currently works at LPL Financial and previously held positions at Cadaret Grant & Co., Inc. and Circle Wealth Management. Her background also includes time spent on congressional staff roles. 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 offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Douglas Schlegel Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His background includes service in the military and roles at Thrivent Financial and Amazon. Outside of advising, he is developing a business to manage rental properties through an LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach separates planning from managed accounts while offering a consolidated billing option called “WealthPlan.”

Debra Mosser is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, John Hancock, and Keystone Financial Management. She performs supervisory delegate duties and daily administrative tasks for Keystone Financial Management LLC. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, offering portfolio construction tools and access to third-party money managers across various investment strategies.

Logan Marsh is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has a varied work history including roles at FedEx, DeSales University, and Tocci's Tailgaters & Pub. Additionally, he works part-time as an asset protection detective. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations through a network of Investment Adviser Representatives, offering access to firm-offered and third-party asset management programs.

Robert Mcfarland is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 license and has worked at Equitable Advisors since 2003, including during its prior affiliation as Axa Advisors. Outside of his advisory role, he volunteers as an organizer for the Palmer Kiwanis golf outing committee and serves as CFO of The Rockland Group - Wealth Management, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory programs and portfolio management models, focusing on customized solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ryan Wukitsch is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for 13 years. He is also a commissioned notary in the state of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Danielle Kulp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Financial Services since 2009 and has been with Primerica Advisors since 2020. Outside of financial services, she is involved with Wingmom Bucks County, providing support services such as babysitting, transportation, and home organizing. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Engleman Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, he worked for Edward Jones for five years and was associated with Robert Engleman MD for fourteen years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning centered on income sources and tax-aware withdrawal strategies. The firm’s advisory approach combines investment research, third-party data, and algorithmic tools to support client recommendations.

George Yasso is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he spent 16 years with Serratelli Financial Group. Outside of his advisory role, Yasso serves as the elected City Controller for Bethlehem, Pennsylvania, where he reviews city purchases and contracts. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations tailored to clients' needs.

Amy Nichols is a financial advisor with Thrivent Investment Management in Easton, PA, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Thrivent Financial since 2018 and previously spent seven years with Larry Lancaster State Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax strategies. The firm combines goal-based analyses with managed-account options while keeping planning and portfolio management services distinct.

John Gisolfi is a CFP® with 39 years of experience in the financial services industry. He has been with Raymond James Financial and its related entities since 1993, currently operating out of Bangor, PA. Outside of his advisory role, he is an insurance agent involved with Pacific Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting using various analytical tools and supports its offerings with specialized programs and institutional expertise.

Patrick Denman is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at Avantax Advisory Services and other affiliated firms before joining Cetera in 2025. Outside of his advisory work, he owns an accounting and tax preparation business and serves on the board of the National Wrestling Coaches Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program options, including model portfolios, third-party managers, and bespoke strategies.

Amber Carrick is a financial advisor with Osaic Wealth, Inc. based in Nazareth, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. She previously worked at Signator Investors Inc for 10 years before joining Royal Alliance Associates, INC., where she has been since 2018. Outside of her advisory role, she is president and owner of Keystone Financial Management LLC, an investment-related business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using both discretionary and non-discretionary management approaches.

Richard Armitt is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 66, Series 63, and Series 65 licenses and 10 years of industry experience. His prior work includes roles at Merck and Johnson & Johnson. In addition to his advisory duties, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by discretionary separately managed accounts. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Taj Piontkowski is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Equitable Advisors LLC, The Cheesecake Factory, and Gilbane Building Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Nastassia Pogrebniak is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2015 and previously worked at Bank of America, N.A. since 2024. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Adam Guenard is a financial advisor at Ameriprise with the Series 66 designation. He has been with Ameriprise since 2025 and has prior experience in political campaigns and community roles, including work with the Republican Party of Pennsylvania and the Brian Fitzpatrick Congressional Campaign. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on retirement income strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with distinctive enrollment criteria and an investment universe influenced by affiliated product relationships.

Edward Clewell is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Girard Advisory Services and Univest Investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, corporations, and institutional investors. The firm uses tailored, non-discretionary advisory services supported by analytical tools and technology to help clients implement their financial goals.

Edward Schrimpe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include over two decades at American Portfolios Financial Services, Inc., as well as positions at OSAIC and Veravest Investment Advisors, Inc. He is also involved in asset and wealth management related to life insurance, long-term care, and fixed annuities outside of securities. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive non-advisory financial activities.

Jeffrey Haas is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliate firms since 2021. Haas is also the owner of Haas Financial Services and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.