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.

Yves Roussel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and HSBC Bank USA N.A. He also serves as a trustee managing investment-related matters for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individuals, corporations, and institutions. 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 databases.

Matthew Funk is a CFP® with 21 years of industry experience, currently serving at OSAIC. He has worked at Royal Alliance Associates, Inc. since 2018 and was previously with Sii from 2004 to 2018. Outside of his advisory role, he is a senior partner at Quantum Financial Management and serves as an HOA condo board member. OSAIC serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, and is notable for its large scale and complex affiliate network.

Duane Young is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, Citizens Securities, and PNC Bank. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Linwood Giles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Blue Mountain Financial Group, PFS Investments, and Primerica Financial Services. Outside of his advisory roles, he is involved with St Matthews Evangelical Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Michael Jordan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Bank NA. 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 a range of brokerage and advisory solutions.

Daniel Weidenhammer is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Key Investment Services LLC and Santander Securities LLC. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, while acting as an ERISA fiduciary.

Steven Grazio is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His background includes roles at Blue Mountain Financial Group and Jefferson, alongside prior experience at AstraZeneca and Philadelphia University. Outside of his advisory work, he owns Elysium Property Management in Hamburg, NJ. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.

Matthew Staples is a CFP® certificant with 24 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise Financial Services for ten years. Outside of his advisory role, he operates a basic tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

David Richards is a financial advisor with Ameriprise in Coplay, PA, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2014, with prior roles at Tom James Company, Blakely Financial, Commonwealth Financial, and RoNetco. Outside of his advisory work, Richards serves on multiple boards including the Jerry Zimmerman Memorial Chapter Board, the Baum School of Art, and the Masonic Lehigh Lodge #326, where he participates in financial oversight and fundraising activities. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver annual, personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Ringer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Blue Mountain Financial Group, PFS Investments Inc., Simplex Grinnell, and Primerica Financial Services. He also engages in sales of home-related products and services through affiliated companies under the Blue Mountain Financial Group name. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio solutions rather than institutional or pension plan management.

Ronald Yellets is a financial advisor with OSAIC, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 18 years at John Hancock Financial Services, Inc. In addition to his advisory role, he is a CPA and shareholder at Stortz and Associates, an accounting firm. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting various investment strategies and multiple custodial arrangements.