Brooke Vaccaro is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, Vaccaro worked at Krietzberg Wealth Management and New York Life Insurance Company. She also has experience teaching at Monmouth University. Outside of her advisory role, Vaccaro is involved with Java Joint, a non-investment related employment position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and technologies.

Nathanael Radcliff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and also has a background involving several hospital roles. Outside of advisory services, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is a large-scale firm offering a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services mainly through model recommendations created by third-party asset managers.

David Ortman is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 1999, including a three-year tenure at Charles Schwab Bank, SSB. Based in Bethlehem, PA, he provides advisory services through one of the largest firms in the industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Devon Robinson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at firms including Merrill Lynch Pierce Fenner & Smith, Citizens Securities, and currently at Fulton Bank and Raymond James Financial Services Advisors, Inc. Outside of his advisory role, he is involved with Fulton Financial Advisors in a non-investment capacity. 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, pension plans, corporations, and institutions. The firm employs non-discretionary planning and analytical tools to tailor recommendations, and maintains unique affiliations and service offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Keim III is a financial advisor with Ameriprise in Blue Bell, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he owns JKJ Consulting, a consulting business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering tailored recommendation reports and combining research, modeling, and tax-efficiency analysis to support clients’ retirement strategies.

Irish Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at various Wells Fargo entities since 2013. Outside of his advisory role, he has a 50% ownership interest in ISJ CO LLC, a retail product business based in East Stroudsburg, PA. 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Robert Springer is a CFP® with 47 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 25 years. Outside of advising, he is a member of the finance committee for the Saucon Valley Home Owners Association, assisting with the community’s yearly budgeting. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party-managed accounts to construct portfolios across various asset classes.

Hanh Nguyen is a financial advisor with Wells Fargo Clearing in Harrisburg, PA, holding Series 63 and Series 66 licenses and 12 years of industry experience. Nguyen has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

De'baron Davis is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at firms such as LPL Financial LLC, Guardian Life Insurance Company, and Bankers Life Securities Inc. 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 supported by research from the Wells Fargo Investment Institute.

Kelly Rindock is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and worked at Moravian College from 2013 to 2016 before joining Raymond James, where she has been since 2007. 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, providing financial planning, advisory programs, and institutional consulting through a variety of portfolio management styles and affiliated research.

Robert Simon is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He previously worked for nine years at Morgan Stanley Private Bank, National Association. He holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable emphasis on insurance-related investment options and bank deposit sweep programs.

Gary Karch is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Merrill since 1987 and has also worked at Bank of America since 2009. 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Courtney Boslough is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. She has been associated with MassMutual Life Insurance Company and MML Investors Services, LLC since 2017 and has also worked with the Philadelphia Eagles from 2014 to 2025. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to provide written recommendations in collaborative annual engagements.

Jeffrey J. Herr is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since beginning his financial services career in 1988, he has assisted clients in managing their individual wealth through multiple and complex market cycles, focusing on meeting their specific needs. As a Senior Portfolio Manager, he manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His expertise also extends to providing these strategies to clients working with other Merrill advisors. Jeff is a frequent speaker on wealth management for retirement, a primary focus area for him and his team for several decades. He aims to deliver comprehensive wealth management strategies tailored to each client's goals, beginning with attentive listening to their needs. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Knox College and has earned the Certified Investment Management Analyst (CIMA) designation from the Yale School of Management, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional life, his personal interests include cooking, fishing, golfing, ice hockey, music, and reading.

Michael Wolfer is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Michael Mowad is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and also operates as an independent benefits advisor. In addition to his financial advisory role, he is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with a model-driven investment approach supported by third-party asset managers and custodians.

Jill Hahn is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Merrill since 1980. Outside of her advisory role, she owns and operates a sole proprietorship selling products on Etsy. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Daryl Brown is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. His prior work includes roles at BOK Financial and Thrivent Financial. Outside of his advisory work, he leads sponsorship, fundraising, and community outreach efforts for the Jim Thorpe Youth Soccer Association. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Lasko is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 34 years of industry experience. His career includes roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1991, as well as Massachusetts Mutual Life Insurance Company since 2016. Outside of advising, he is involved in individual life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers various asset management and educational programs.

Christian Szabo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 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. His career also includes a longstanding role with Mosaic Sales Solutions US Operating Co. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.