Mark Schaaf is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting through a large network of advisors and utilizes research and analytics grounded in diversification principles and modern portfolio theory.

Rhonda Fraction is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Carver Bank. Outside of financial advising, she coaches at Orangetheory Fitness and instructs at Sonny's Foundation Rumble Boxing. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jessica Paretta is a financial advisor with LPL Financial based in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior firms include Nationwide Financial, Royal Alliance Associates, MML Investors Services, and MassMutual. 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 asset management solutions supported by advisor-facing tools and serves a broad client base through a network of over 22,900 advisors.

Logan Grom is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience, with prior roles at Avantax Advisory Services and Smart Cents Wealth Management LLC. Outside of his advisory work, he is involved with Financial Strategies & Designs Inc, providing wealth management, tax planning, and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, across diverse program structures and custodial relationships.

Tajai Smith is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Prudential Insurance Company of America, Mass Mutual, and Transamerica Agency Network. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Patterson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner of Klock & Patterson LLC, a business involved in the ownership and operation of commercial real estate in Allentown, Pennsylvania. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations across a range of financial planning topics, while keeping planning and managed-account services distinct.

Christopher Schrampf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes multiple tenures at Wells Fargo Clearing since 2004 as well as four years at PNC Wealth Management. 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 provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Daniel Magill is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Macquarie Investment Management Business Trust and Delaware Investments. He is based in Allentown, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce planning.

Michael Fischer is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He worked at Signator Investors, Inc. for 30 years prior to joining OSAIC in 2018. Outside of advising, he serves on the finance committee of the Valley Youth House advisory board and is an active member of the Lions Club and New Bethany Ministries’ capital campaign. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various strategies including Unified Managed Accounts and third-party money manager programs.

Anthony Barber is a financial advisor with Ameriprise in Orefield, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory work, Barber serves as Treasurer for the Women in the Outdoors chapter of the National Wild Turkey Federation and is President of the Jerry Zimmerman Memorial Chapter of the same organization. Ameriprise is an institutional firm serving clients with a focus on retirement-income planning, offering a range of advisory, brokerage, and insurance solutions. Its Premier Retirement Income service provides tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis for clients meeting specific asset criteria.

Nicholas Stabile is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Brita is a financial advisor at OSAIC in Allentown, PA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 25 years each. Brita is also a partner at Quantum Financial Management, an LLC involved in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, combining discretionary strategies, third-party managers, and proprietary models.

Erin Estes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. since 2016. 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 provides both brokerage and advisory solutions.

Tiffany Volpe is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and H. Beck, Inc. from 2009 to 2021. She also operates an accounting and tax preparation business. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of advisory strategies and financial activities.

David Green is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining Wells Fargo in 2017. Outside of his advisory role, he co-owns a farm business and serves as a junior high assistant football coach in the Wayne Highlands School District. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

John Rimm is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he spent 25 years at Signator Investors, Inc. In addition to his advisory work, he is a senior partner involved in the sales and marketing of fixed annuities and securities through related investment entities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Emilio Morrone is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2005, bringing 28 years of industry experience. Prior to joining LPL, he spent seven years at Valley National Advisers Inc. He is also involved in tax preparation, accounting, and bookkeeping through his firm Emilio J. Morrone, LLC, and engages in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Gabriel Micca is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds the Series 66 designation and has been with Mass Mutual and its affiliated firms since 2017. Prior to that, he spent three years at Penn State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and delivers written recommendations without discretionary authority.

Matthew Edmonds is a financial advisor with Edward Jones in Tamaqua, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Richard Gerhart Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.