Meghan Casey is a financial advisor at Edward Jones in Milford, NJ, holding Series 63 and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is involved in real estate management through River Rock Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Dustin Lindley is a financial advisor with Edward Jones in Clinton, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2009 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Michael Glovas is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he coaches basketball at Wilson High School and serves on the board of the Department of Intercollegiate Athletics in Bloomsburg, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Nicolas Weachter is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, gaining extensive experience as a Financial Advisor at Vanguard since 2017 and as a Senior Financial Planner at Facet Wealth from 2021 to 2022. His career also includes positions such as Money Movement Specialist, Client Relationship Administrator, Problem Resolution Associate, and Client Relationship Associate at Vanguard, spanning from 2006 to 2017. Nicolas collaborates closely with his clients to understand their financial needs, goals, and preferences, tailoring financial strategies that correspond to their objectives. He emphasizes educating his clients on financial planning concepts to help mitigate risks in their financial plans. Outside of his professional work, Nicolas has interests in fitness, football, music, and pets.

Carole Sarson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Kestra Financial Services, Cetera Wealth Services, Nationwide Securities, and 1717 Capital Management Company. Sarson serves on the Windrush III Condo Association board, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by research-driven models and technological tools.

Sonya Ashley is a financial advisor with Primerica Advisors in Piscataway, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 1990. Outside of advisory activities, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Anderson is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has prior work history at QVC and GameStop. Anderson serves as president of a local networking group, BNI Connect, based in Easton, PA. Edward Jones is a wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John O’Connor is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as an executor of a family estate. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Tracie Burton is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses across a broad range of financial planning topics without offering discretionary portfolio management or institutional advisory services.

Gary Stoudt is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively in tax preparation and accounting through his own firms, Stoudt Financial and Stoudt Wealth Management. His prior experience includes long tenures at Avantax Insurance Agency and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Lilrene Smith is a financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously associated with Citigroup Global Markets starting in 1998. Outside of finance, she is employed at PRIME STEAK HOUSE during business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate market models to assist clients in developing financial strategies.

Christopher Wilson is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held positions with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Wilson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Thomas Karabinus is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2005. In addition to his advisory role, he has served on the Belvidere Board of Education since 1978. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

David Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1984 and leads Diehl Financial Group, which conducts sales activities for investment and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ryan Bechtel is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His work history includes roles at Cetera Investment Advisers LLC, Febbo Wealth Management, CETERA Financial Specialists LLC, USSF, Intertek, and Eurofins Lancaster Laboratories, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients ranging from non-high-net-worth to high-net-worth, as well as employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a network of over 10,000 advisors and approximately 800,000 clients.

George Grow is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, for more than two decades. Outside of advising, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base, including individual and institutional investors, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to meet client needs.

Richard Pratt is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 designations and has professional experience that includes roles at Agape Precision Manufacturing LLC and Van Industries Inc. Outside of his advisory work, Pratt is involved in sales of home security and automation products through affiliated companies of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,987 advisors and $15.5 billion in assets under management. The firm utilizes model-driven investment strategies and discretionary management options supported by third-party custodians and overlay managers.

Dwayne Snyder is a CFP® with 27 years of industry experience, currently serving as a wealth advisor at Cetera. His career includes over two decades with Avantax and ongoing self-employment managing Smart Cents Wealth Management. In addition to his advisory role, Snyder provides financial analysis services as a Certified Divorce Financial Analyst and offers accounting, tax preparation, and notary public services. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors, serving individual and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Robert Wetherhold IV is a financial advisor with Raymond James Financial in Bethlehem, PA, holding a Series 66 credential and seven years of industry experience. He has worked with firms including Fulton Bank, Axa Advisors, and 1847 Financial. His prior experience also includes a role at Kutztown University and managing a carpet installation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and modeling tools, and supports municipal and public finance work through an affiliated municipal advisor.

Robert Dinicola is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, he is a partner and co-owner of The Rockland Wealth Group Wealth Management LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.