Harrison Bromley is a CFP® professional affiliated with Wells Fargo Clearing, with nine years of industry experience. His prior roles include positions at The Vanguard Group, Wealthcare Advisory Partners LLC, LPL Financial, Miller's Insurance Agency, and Merrill. 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 range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Nicholas Weschler is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has nine years of industry experience, including roles at Horace Mann Companies and Carbon Lehigh Intermediate Unit 21. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.

Sally Kacar is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Primerica Financial Services since 2013. Prior to her current role, she served on the New Brunswick Board of Education for ten years. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Christopher Wainwright is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Financial Network. His earlier background includes roles outside of finance, such as at Ciocca Dealerships and involvement in education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and collaborative planning.

Ronald Weber is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 39 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986 and also operates Blue Mountain Financial Group. Outside of advising, he is an author and co-author of financial books and owns Evergreen Hideaway, LLC in New Tripoli, PA. 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. The firm uses third-party asset managers and an independent due-diligence process, with a tiered wrap fee structure distinguishing its approach.

Jeremy Henn is a Series 66 licensed financial advisor with Ameriprise in Hamburg, PA, and has 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning focused on income reliability and tax-aware strategies. The firm utilizes a centralized service team for retirement recommendations and integrates its investment research and affiliated product offerings in its advisory approach.

Benn Smith is a financial advisor at LPL Financial with 22 years of industry experience and holds the Series 66 designation. His prior work includes roles at CUSO Financial Services, LP, Diamond Credit Union, PFG Advisors, Cetera, Vicus Capital, Inc., Inner Harbor Asset Management, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies supported by research and advisor-facing tools.

Andrew Sollenberger is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for 14 years. Outside of advisory work, he is president of Xcel Financial Group, a sole proprietorship offering tax and insurance services. Osaic Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, offering various managed account programs and retirement plan consulting.

Justin Pattishall is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MetLife Securities and METLIFE since 2003. Pattishall is also the managing member of Pattishall Wealth Partners, LLC, an investment advisory firm. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, annual financial planning engagements using firm-approved software without discretionary investment authority.

Daryl Peregrin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and totaling 21 years of industry experience. He previously worked at PNC Wealth Management for five years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Kenneth Gallagher Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been associated with Linsco / Private Ledger Corp., now part of LPL Financial, since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, and supports advisors with both strategic and tactical investment options.

Paul Curcio II is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Santander Securities, Santander Bank, and Citizens Bank. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Susan Kershner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2002. Outside of her advisory role, she serves as the financial secretary for the Allentown Swimming & Boating Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research and analytics informed by diversification principles and modern portfolio theory.

David Doll is a financial advisor with Edward Jones in Hamburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Keystone Brokerage, Inc. since 1996 and Kye Investor Services since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Raymond Shive II is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and began his financial services career in 2024. Prior to this, he held roles outside finance, including leadership in music education and worship team direction at a church. He currently serves as a worship team leader, selecting music and organizing volunteer musicians for weekly church services. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning relationships using firm-approved analytical tools and focuses on recommending investment strategies rather than specific products.

Sameer Phadke is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. His career includes prior roles at SCF Investment Advisors, SCF Securities, Morgan Stanley, Citigroup Global Markets, and Ameriprise. In addition to his advisory work, he serves as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

Jeffrey Mc Elhaney Jr. is a CFP®-certified financial advisor with 17 years of experience, currently serving clients at Edward Jones since 2009. He holds a Series 66 license and is based in Emmaus, PA. Outside of his advisory role, he owns a vacation rental property in Strathmere, NJ. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julie Shickel is a CFP® professional with 29 years of industry experience. She currently works at Osaic and previously held roles at Woodbury Financial Services and Hornor, Townsend & Kent, LLC. Outside her advisory duties, she sells fixed annuities and insurance products and manages a short-term rental property. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supported by various discretionary and third-party management options.

Benjamin Netznik is a financial advisor with Ameriprise in Allentown, PA, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2020 and previously was employed at Albright College and Palmerton Area High School. Outside of his advisory role, he works as a server at Joey B's in Palmerton, PA. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Woodley is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018, following three years at Frito Lay. 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 for individuals, high-net-worth clients, and institutional investors.