Harold Cook Jr. is a CFP®-designated financial advisor with Ameriprise in Easton, PA, bringing 38 years of industry experience. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a co-owner of LeVal Logic LLC, contributing to marketing and consulting services. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing detailed, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Mark Strube is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for Son’s Trust in Carlisle, PA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Clapp Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. beginning in 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Johnson is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory work, he owns Windsor Way Tax Service and provides tax preparation services, also working as an independent contractor for Taxfyle. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendations and ongoing advice based on investment research, third-party data, and algorithmic tools within a defined investment universe that incorporates affiliated product offerings.

Bryan Pojanowski is a financial advisor with Osaic and holds a Series 66 designation. He has 19 years of industry experience, having previously worked at Wells Fargo Clearing, Wells Fargo Bank, Equitable Advisors, and Morgan Stanley DW. Outside of advisory work, he is a licensed insurance agent and also is involved with a tax preparation LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, with capabilities for discretionary management and third-party manager selection.

Rekha Trivedi is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a 20-year tenure at Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with 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 databases.

Frank Colangelo is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he owns an insurance agency that sells term insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm employs a model-based investment process with portfolio optimization tools and supports various account types and alternative investments.

Jasten Prutzman is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in the automotive financing sector at Kelly Automotive Group, Premier Financing/Penske, and Freedom Auto Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Michael Landis is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo in various capacities since 2011. Landis serves as a trustee for several family investment trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Sean Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Gabrielle Matejcek is a financial advisor with Cetera who holds the Series 66 designation and has six years of industry experience. She previously worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory work, Matejcek is a board member of Catholic Charities, contributing to governance and strategic planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers diverse investment programs, combining discretionary and non-discretionary management with access to affiliated and third-party managers.

Kevin Welsh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with additional experience at firms including Securities America and Saybrus Partners. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Michael Stockmal is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a ski instructor at Blue Mountain Ski Area. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services and financial planning, managing approximately $671 billion in assets and employing over 14,000 advisors.

Maxwell Pacentrilli is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles outside the financial industry, including positions at Outback Steakhouse and Albright College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Rovito is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at PNC Investments LLC for nine years before joining Wells Fargo Clearing in 2022. 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, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Sarah Fontanez is a financial advisor with Edward Jones in Macungie, PA, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is an owner of David and Sarah Fontanez LLC, operating Yards Flatbread, a food business in Quakertown, PA, and serves as treasurer for Upper Perk BPW in Red Hill, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Katrina Romney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, emphasizing research-driven portfolio management and a range of financial products through its bank and insurance affiliates.

Michael Anthony is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over three decades. He also maintains licensure as an agent for property and casualty insurance with Plymouth Rock and Liberty Mutual. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it operates with a notable involvement in non-securities products and affiliated services.

Emrich Stellar Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Lincoln Financial Advisors for 12 years and held roles at M Holdings Securities and The Strategic Financial Alliance. Outside of his advisory work, he owns and manages insurance-related businesses offering disability, life, and long-term care insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process utilizing asset allocation and portfolio optimization tools, offering a range of brokerage and advisory services through a multi-affiliate platform.

Nermin Ferhadbegovic is a financial advisor with Mass Mutual Investors Services in Breinigsville, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009, following three years at Wells Fargo Clearing. Outside of his advisory role, he is also licensed as an insurance agent specializing in life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as ongoing, collaborative relationships that utilize firm-approved analytical tools.