Ronald Stabile is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise in Hamburg, PA. He has worked at Ameriprise and its affiliated entities since 2005. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Roberta Levine is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Outside of her advisory role, she serves as a power of attorney for her mother. 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 a range of brokerage and advisory solutions supported by research from its Investment Institute and third-party sources.

Chris Talpas is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior roles include positions at Santander Securities, First Commonwealth Federal Credit Union, and Key Investment Services LLC, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Darin Vanantwerp is a financial advisor at Osaic with nine years of industry experience and holds a Series 66 designation. His prior work includes positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. In addition to his advisory role, he is licensed to offer accident and health insurance, disability insurance, fixed annuities, and related products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Jackson Stabile is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Arvind Mathur is a Series 66-credentialed financial advisor with Wells Fargo Clearing, based in Whitehall, PA, and has 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides 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.

Marcus Patterson is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Wells Fargo, and Uline. Outside of finance, he has been involved with Blue Grillhouse since 2016. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodians.

Charlene Flick is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has worked with affiliated MassMutual entities since 2016. 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 seminars, using firm-approved tools to deliver written recommendations through annual collaborative relationships.

David Grube is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005 and has operated Grube Financial Services since 1993. Outside of advisory work, he owns a CPA practice focused on tax planning and preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account structures.

Zackary Gillen is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2026 and has experience working at MassMutual Life Insurance Company and MML Investors Services, LLC. Prior to his advisory role, he held various positions including roles in education and commercial real estate. 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 provides ongoing financial planning and asset management services using firm-approved tools to analyze client goals and delivers written recommendations in a collaborative, annual planning process.

Kevin Houser is a CFP® professional with 32 years of industry experience, currently advising clients at Wells Fargo Advisors since 2026. Prior to joining Wells Fargo, he spent 10 years at Ameriprise. Outside of his advisory work, he co-authors a retirement-focused book and owns a tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria. The firm combines advisory services with other financial product offerings to provide comprehensive client solutions.

Paul Foster is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he is a 49% owner of ZOEY FARMS, LLC, a property maintenance business in Tamaqua, PA. 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 sources.

Clayton Inderbitzen is a financial advisor with Thrivent Investment Management holding a Series 66 designation and two years of industry experience. His background includes roles at Thrivent Financial and Shurr CPA, as well as experience in education at Kutztown University and Governor Mifflin Senior High. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial plans that cover a range of topics without including implementation. The firm emphasizes holistic analyses and allows clients to combine planning with managed accounts through its WealthPlan option while keeping the services separate.

Stanley Warner is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked with several firms, including Avantax Planning Partners and Cetera, and has been a CPA since 1999. Outside of financial advising, he serves on the board of directors for MMI Prep School. 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 institutions. The firm offers a range of financial planning and investment management solutions, supported by technology and a large network of advisors.

Luis Rivera is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joseph Painter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Citizens Securities, PNC Investments, and Verizon Wireless. 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 and analytics from Wells Fargo Investment Institute.

Frederick Kleinhenz Jr. is a CFP® with 33 years of industry experience, currently serving at OSAIC since 2023. He has previously worked at Sagepoint Financial, Inc. and operates Kleinhenz & Company LLP, an accounting and tax services partnership. He also owns an insurance agency. Osaic Wealth serves a diverse client base—including individual investors, retirement plans, charities, and corporations—offering brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization.

Mary Evans is a CFP®-certified financial advisor at Raymond James Financial with 21 years of industry experience. She has been with Raymond James since 2008 and manages a branch office through her ownership of Evans Wealth Strategies. In addition to her advisory work, she is an author, with a book published in March 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jason Lamendola is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock before joining Osaic in 2018. Lamendola operates a sole proprietorship, Sentinel Strategic Wealth, focused on sales and marketing of securities, insurance products, and fixed annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through various programs such as financial planning, advisor-managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and offers multiple custodial arrangements and alternative investments.

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.