Debra Mosser is a financial advisor at OSAIC with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018. She previously worked at Sii John Hancock and Keystone Financial Management. Mosser also performs supervisory delegate duties and administrative functions at Keystone Financial Management LLC. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with emphasis on asset allocation and portfolio optimization, supporting a variety of account types and third-party managers.

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.

Joseph Lundy is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1982. Lundy has also been affiliated with Bank of America since 2010. Merrill, together 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.

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.

Christy Alvord is a Series 66 licensed advisor at Thrivent Investment Management with six years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020 and previously spent eight years with the City of Allentown. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive written recommendations on various financial planning topics and allows clients to combine planning with managed account services under a consolidated billing option.

Tara Kelsey is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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 based in Bethlehem, PA, holding a Series 66 designation and four years of industry experience. He previously worked at Serratelli Financial Group for 16 years and Equitable Advisors for three years. Outside of his advisory work, Yasso serves as the elected City Controller for the City of Bethlehem, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Amy Nichols is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2018, and previously spent seven years with Larry Lancaster State Farm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing goal-based analyses and written recommendations across various planning topics without managing implementation.

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.

Louis Mammana is a CFP® professional with 14 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include eight years at Next Financial Group, Inc., and previous experience with Private Advisor Group, LLC and LPL Financial. He is also a managing member of Number Crunch Tax Solutions, LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Joseph Saccon is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and previously spent ten years at Merrill. Outside of his advisory role, he serves as president of a small condominium association in Cape May, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Amber Carrick is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 15 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for ten years. Outside of advisory work, she is owner and president of Keystone Financial Management LLC, a financial services business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and supports a range of account types and third-party investment programs.

Regina Metzger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, serving at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is chairperson of the Indianland Garden Club, a nonprofit involved in public outreach and fundraising for gardening charities. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and diverse investment offerings.

Timothy Hickey is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including previous roles at Merrill and Bank of America. He serves as a board member for the Perkiomen Valley School District Foundation, a charitable organization focused on fundraising support. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services, with a range of portfolio management styles supported by affiliated research and model managers.

Brian Gallagher is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2006. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and outcome modeling techniques.

Seth Paluck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His background includes work in landscaping and infrastructure prior to entering the financial services field. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services with a variety of portfolio management options.