Peter Scudner is a Wealth Management Advisor and Portfolio Manager with extensive experience in financial services. Currently, he serves as Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he holds the Certified Investment Management Analyst® and Chartered Retirement Plan Specialist™ designations, as well as the Senior Retirement Benefit Consultant designation. Peter specializes in working with high-net-worth individuals, business owners, and their companies, focusing on portfolio management, succession planning, retirement planning, estate planning, and various investment strategies. With over 35 years of experience in the financial industry, Peter has held diverse roles on both the client and corporate management sides. He earned a bachelor's degree from The Catholic University of America, where he also served as Chairman of the Board of Regents. Peter's involvement in professional and community organizations includes past chairmanships and leadership roles such as Chairman of Triode Media Group Ltd., Trustee of the Pennsylvania College of Art & Design, past President of the North Museum of Natural History and Science Board of Directors, and past Chairman of USA Table Tennis's Board. Peter resides in Lancaster with his wife Terri and has three grown children working in the creative arts. His personal interests include photography, spending time with his family, and traveling.

Jeffrey Herr is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Bank of America and Truist Investment Services, as well as work with DeSales University. 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, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Kara Famularo is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Foreman is a CFP® with 18 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Fidelity Personal and Workplace Advisors, Assetmark, Inc., and Wells Fargo Clearing. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Laura Yih is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Pruco Securities and SESTITO FINANCIAL. Outside of finance, her background includes roles in education with the Easton Area School District and Hazlet School District. 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, pension plans, corporations, and charitable organizations.

Mary Lisicky is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Lisicky serves as a board member for the Lehigh Valley Senior All Star Classic, participates on the Executive Committee and Finance Committee of the Greater Lehigh Valley Chamber of Commerce, and is involved with the Planned Giving Advisory Committee at Valley Youth House. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating Global Investment Committee estimates and simulations to model outcomes.

Joseph Adamchak is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1994 and at Bank of America since 2009. He is involved in community organizations, serving on a committee for the Country Club of York and participating in the Tocqueville Society Cabinet for United Way of York County. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elise Heinemeyer is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has worked at Bank of America, N.A., and Merrill 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gerald Miletics Jr. is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he serves as a board member of the Muhlenberg College Wrestling Booster Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Robert Schubert is a financial advisor with LPL Financial, holding PFS™ and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and Investment Advisors Asset Management, LLC. Outside of his advisory work, he is involved as a musician with Chuck Schubert Entertainment. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Tiffani Tita is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. Her prior roles have been exclusively within Ameriprise and its affiliates. Outside of her advisory work, she is involved with BW Nice Lehigh Valley, a community service and networking organization. Ameriprise is an institutional firm that provides retirement-income planning services primarily to individuals with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Mason Smith is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in various roles including real estate sales at Iron Valley Real Estate Northeast. Mason is also a licensed real estate agent serving as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Kevin Brettell is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor AXA Advisors, LLC. Outside of his advisory role, Brettell is involved in property and casualty insurance sales through multiple agencies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through various advisory models and third-party program sponsors.

Kevin Kusmierz is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he worked at Tocolo Cantina and Hofstra University. 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, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth investors, and organizations.

Timothy O'Connors is currently serving as Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments in various capacities since 1998, bringing over 25 years of experience to his current position. Prior to becoming Vice President, he worked as a Financial Consultant from 2018 to 2023 and held roles including Senior Portfolio Specialist and Investment Consultant. Throughout his career, Timothy has focused on helping clients and institutions work towards their retirement and financial goals. His extensive experience across multiple positions within financial services has enabled him to work collaboratively with clients to design retirement plans aimed at pursuing their objectives. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Alexa Hirschhorn is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Citizens Securities, Citizens Bank, and The Hartford. Outside of her advisory work, she is the sole proprietor of H&D Princesses, a business that provides princess-themed entertainment services. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and various investment strategies to manage approximately $2.74 trillion in client assets.

Matthew McBride is an Investment Consultant who collaborates with clients to develop individualized financial plans that address their current and future needs. He emphasizes providing a transparent and approachable experience, aiming to help clients feel confident and comfortable throughout their financial journey. Matthew's professional experience includes serving as an Associate Wealth Advisor at One Financial Services from 2022 to 2025 and as a Financial Advisor at Edward Jones from 2020 to 2022. Outside of his professional role, Matthew has interests in baseball, golf, social events with friends, parenthood, pets, and reading.

Donna Yale is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers a broad range of investment and financial services.