Robert Simon is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He previously worked for nine years at Morgan Stanley Private Bank, National Association. He holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable emphasis on insurance-related investment options and bank deposit sweep programs.

Courtney Boslough is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. She has been associated with MassMutual Life Insurance Company and MML Investors Services, LLC since 2017 and has also worked with the Philadelphia Eagles from 2014 to 2025. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to provide written recommendations in collaborative annual engagements.

Michael Mowad is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020 and also serves as a benefits advisor. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Mark Lasko is a financial advisor with MassMutual Investors Services in Allentown, PA, holding a Series 63 designation and having 35 years of industry experience. He has worked at MassMutual Investors Services since 2017 and has longstanding tenure with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 1991. In addition to his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. MassMutual 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, emphasizing collaborative annual planning engagements without discretionary investment authority.

Kara Famularo is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Szabo is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes long-term roles at Wells Fargo Clearing since 2016, Wachovia Bank, N.A. since 2005, and Mosaic Sales Solutions US Operating Co since 2004. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets and serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Sean Fitzpatrick is a financial advisor with Cetera, holding a Series 63 designation and 43 years of industry experience. His prior work includes roles at First Allied Advisory Services and Gordon H Dickinson & Co. In addition to his advisory work, he serves as president of Anchor Point Wealth Management, where he is involved in insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Jan Strunk is a financial advisor with Edward Jones in Whitehall, PA, holding the Series 66 designation and having four years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Zannakis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Fulton Financial Advisors and Fulton Bank, alongside a long tenure with Raymond James Financial Services Advisors since 2009. Outside of his advisory work, he is involved in sales for Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and incorporates advanced analytical tools, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory Programs.

Daniel Schmidt is a financial advisor with Primerica Advisors in Allentown, PA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2009. 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 operates on a large scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Zachary Long is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Raymond James Financial Services, PNC Bank, and a decade at Service Electric Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Richard Jennings Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2016, he worked with Raymond James Financial and Cetera Investment Services. He also serves as an adjunct instructor at DeSales University, teaching a finance course. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Andrew Johnson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and six years of industry experience. His prior work includes positions at Edward Jones and The Vanguard Group. Outside of advisory activities, he manages a residential rental property. Mass Mutual Investors Services operates as 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, focusing on annual collaborative planning engagements tailored to client goals.

Deborah Hamburger is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her work history includes roles at PFS Investments, Blue Mountain Financial Group, and Primerica Financial Services. Outside of financial advising, she is a self-employed artist selling her own artwork. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Carter Atkins is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he serves as executor for his father's estate. Wells Fargo Advisors provides investment advisory and financial planning services to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and a large national platform.

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.

Todd Lengel is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner of an insurance sales business in Tamaqua, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and various institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to multiple asset managers and financial planning services.

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.