Connor Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA. He holds a Series 66 designation and has 10 years of industry experience, including four years at UBS Financial Services prior to joining Wells Fargo in 2020. 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.

Kyle Meitzler is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, employing research and analytics to guide its investment approach.

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.

Kristi Acree is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her professional background includes roles at Mass Mutual, Northwestern Mutual, and Mutual of Omaha. She serves as a board member for Finseca, a trade organization focused on the financial services industry. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Michele Maddaloni is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Ameriprise, Michele worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. for six years and at TD Ameritrade for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies through a centralized service team and a research-driven recommendation process.

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.

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.

Nonamegiven Aloyeious is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms including Morgan Stanley and Citizens Bank. Outside of financial services, he is the founder and sole partner of Mossiki Entertainment LLC, a music production and live events company. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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.

Joshua Koch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Thrivent, he worked at Sentry Insurance for seven years. He serves as Secretary on the Board of Directors for Hardship Heroes, a local nonprofit organization that provides gifts and experiences to individuals and families facing medical hardships. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across multiple planning areas without managing client assets directly.

Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.

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.

Shelley Fraker is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2023 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Ruisch is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience working at DoorDash and Fairstone Group Limited. Outside of his advisory role, he serves as a basketball referee for a summer league for boys and girls in grades 3-10. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Laura Saunders is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018. Prior to that, she was affiliated with Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Advisors. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Parrish is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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 nationwide network of advisors and branch offices.

John Ragan is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, transitioning to Bank of America, N.A. in 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.