Antoinette Chakif 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. She has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017, with prior career experience including a hiatus from 2016 to 2017. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Richards is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Richards serves as Vice President on the Board of Directors for the Jerry Zimmerman Memorial Chapter of The National Wild Turkey Federation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Lorraine Gerra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo Clearing Services since 2017 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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.

Christopher Barr is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His previous roles include positions at Lockwood Advisors, Inc. and Pershing LLC. He is also involved in individual life, health, and group insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Allan Cornman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He previously operated Legacy Financial, Inc. as president of an S corporation used for payroll purposes. Outside of his advisory work, he serves on the Board of Directors for the Rotary Club of Fleetwood, PA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Theodore Ennis Jr. is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds Series 63 and Series 65 licenses. 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 planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Donald Sklanka is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Eric Boyle is a CFP® professional with 20 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities Corporation for 16 years and Ameriprise for one year. He is a board member of the Parkland Education Foundation, a nonprofit organization that raises funds to support educational and extracurricular programs in the Parkland School District. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Travis Shearer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His work history includes roles at Blue Mountain Financial Group and Primerica Financial Services. Outside of finance, he is a partner at Jacobs Valley Farm, a livestock business, and has served with the Penn Township Police Department since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

John Noon II is a Series 66-registered advisor with Primerica Advisors in Allentown, PA, where he has worked since 2013, encompassing 13 years of industry experience. He is also the owner of Noon Enterprises LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, offering a wrap-fee asset management program that relies largely on model-delivery strategies created by unaffiliated asset managers.

Rachel Walter is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior work includes 26 years at Metlife Securities Inc. She is also licensed as an agent for individual and group life and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

James Cuccaro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 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 with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Melissa Eibach is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Allentown, PA, and has 14 years of industry experience. She has worked at Wells Fargo Clearing since 2012, with a brief tenure at Stifel in 2013. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.

Jeffrey Hummel is a financial advisor with Ameriprise, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cornerstone Institutional Investors and operating his own advisory practice. Outside of his advisory work, he owns a business that manages rental properties, overseeing payments, maintenance, and record-keeping. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Shive is a financial advisor with MassMutual Investors Services in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at MetLife Securities, Inc. and Metropolitan Life Insurance Company from 2006 to 2017. In addition to his advisory work, he is involved in life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides a range of event-driven planning services.

Brendan Schaaf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and currently based in Allentown, PA. He has been with Wells Fargo Clearing since 2025 and has prior experience at Pro Football Focus and PNC Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Shane Davis is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Enterprise LLC and Guardian Life. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service designed for clients approaching or in retirement, which includes written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Kochsmeier is a CFP®-certified financial advisor at Edward Jones in Allentown, PA, with eight years of industry experience. He worked at Morgan Stanley prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Brian Bostancic is a financial advisor with Wells Fargo Clearing based in Allentown, PA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at Citizens Securities, Inc. for seven years and Merrill for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregg Hoffman is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. Beck, Inc., Securities America Advisors, Inc., and Grove Point Investments, LLC. Outside of his advisory role, he is an active musician playing the trombone with the Red Hill Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of investment strategies.