Benjamin Lamanna is a financial advisor with LPL Financial based in Wyomissing, PA. He holds a Series 66 credential and has 12 years of industry experience, including seven years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning services, and access to model portfolios and research, supporting both discretionary and non-discretionary management approaches.

Deborah Hamburger is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her work history includes roles at PFS Investments, Blue Mountain Financial Group, and Primerica Financial Services. Outside of financial advising, she is a self-employed artist selling her own artwork. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Adam Green is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he held various roles including multiple positions at Franklin & Marshall College, as well as experience at Fulton Bank and Fairfax County Park Authority. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carter Atkins is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has worked with Wells Fargo firms since 2009, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as an executor for his father's estate. 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 incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Kenneth Kriebel is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Harold Cook Jr. is a CFP®-designated financial advisor with Ameriprise in Easton, PA, bringing 38 years of industry experience. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a co-owner of LeVal Logic LLC, contributing to marketing and consulting services. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing detailed, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Joseph Borgese is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has held roles at Contour Capital Holdings, LLC, Cetera ADVISORS LLC, and National Planning Corporation. Borgese is also the owner of Contour Wealth Management, LLC, where he provides investment management and financial planning services, and he operates a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors and substantial assets under management.

Mark Strube is a financial advisor with Wells Fargo Clearing in Carlisle, PA, holding the Series 63 and Series 66 designations and with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for Son's Trust. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep options.

Mark Maggs is a Wealth Management Advisor at Merrill Lynch Wealth Management and founder of Maggs & Associates. He has been a financial advisor since 1993 and currently serves as part of Merrill's Peer-to-Peer National Faculty. Mark provides financial advice and guidance to business owners, professionals, executives, and retirees, with a focus on long-term wealth building and comprehensive balance sheet management. Mark holds a Bachelor's degree from Bloomsburg University and has earned several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management services, investment strategy, tax minimization, and retirement income. Mark is actively involved in his community, supporting various local organizations including Prospectus Berco and United Way as a Tocqueville member. He values longstanding client relationships and applies a caring approach to his work, emphasizing personal availability and understanding clients' needs. His professional achievements include recognition on Forbes' "Best-in-State Wealth Advisors" list for five consecutive years and placement on Barron's "America's Top 1,200 Financial Advisors" list.

Richard Clapp Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Trexlertown, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Johnson is a financial advisor with Ameriprise in Allentown, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is involved in tax preparation services through his business, Windsor Way Tax Service, and works as an independent contractor for taxfyle.com, providing tax return preparation. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, supported by a centralized retirement-income consulting team that generates personalized, research-driven recommendations.

Rekha Trivedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Trivedi owns a rental property in Allentown, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frank Colangelo is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he owns an insurance agency that sells term insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both brokerage and advisory services supported by an extensive network of advisers and utilizes various tools and third-party platforms to construct and manage diversified investment portfolios.

Jasten Prutzman is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in the automotive financing sector at Kelly Automotive Group, Premier Financing/Penske, and Freedom Auto Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Michael Landis is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Sean Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Gabrielle Matejcek is a financial advisor with Cetera who holds the Series 66 designation and has six years of industry experience. She previously worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory work, Matejcek is a board member of Catholic Charities, contributing to governance and strategic planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers diverse investment programs, combining discretionary and non-discretionary management with access to affiliated and third-party managers.

Kevin Welsh is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 27 years of industry experience. His career includes roles at Securities America, Saybrus Equity Services, and Wells Fargo Advisors. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research and analytics.

Michael Stockmal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a long tenure with Wells Fargo Bank, N.A. since 2012. Outside of his advisory role, he works as a ski instructor at Blue Mountain Ski Area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Scott Rovito is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at PNC Investments LLC for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.