George Fahy III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He previously worked at LPL Financial for 10 years before joining Ameritas in 2025. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, alongside third-party technology and advisory resources.

Ralph Grauso is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at Brookstone since 2014 and previously spent 11 years with Abundant Streams Capital Group. Outside of his advisory work, he oversees American Senior Coordinators, a business providing estate planning document services in collaboration with an attorney. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a variety of strategic asset-allocation models and investment vehicles, including proprietary funds and external sub-advisors, and serves both direct clients and other registered investment advisers through sub-advisory arrangements.

Troy Smith is a financial advisor with Ameriprise in Pen Argyl, PA, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes over two decades at Cetera and its affiliates before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach, with a focus on assets held in Ameriprise-managed accounts.

William Newman is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

David Colon Jr. is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services, and also owns Better Tax Inc., where he serves as a tax consultant. In addition to his advisory role, he is involved in non-investment businesses related to tax consulting and home service referrals. Primerica Advisors provides 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 clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jeffrey Weekes is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 40 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. He serves as a board member for the College for Financial Planning and is a member of the Public Policy Council for the CFP Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Nicole O'Malley is a Series 66-registered financial advisor with Morgan Stanley, based in Stroudsburg, PA, with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she owns Empowered Wellness Solutions, a business focused on Kambo, natural products, and related activities. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Patrick Boran is a financial advisor with Ameriprise in Nazareth, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at ESSA Bank & Trust and Cetera Investment Services LLC. Outside of his advisory work, he coaches the 2013 girls soccer team for Lehigh Valley United. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports delivered through a centralized consulting team.

Trevor Lange is a financial advisor at LPL Financial with 28 years of industry experience. He has worked at LPL Financial since 2008 and previously held positions at Citigroup Global Markets and Morgan Stanley DW Inc. Lange also serves in a fiduciary capacity alongside family members. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Esther Miller Smith is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Investment, Pruco Securities, LLC, and The Prudential Insurance Company of America. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, with access to third-party asset managers and various financial planning and consulting services.

James Dunn Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory work, he operates Dunn Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Joshua Smith is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Lincoln Investment, Prudential Insurance Company of America, and Morgan Stanley. Outside of his advisory work, he volunteers with the Clifton Township Office of Emergency Management, assisting with emergency preparation and response. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Paola Gallego is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at UBS Financial Services Inc. from 2013 to 2020. Outside of her advisory role, she is involved as a partner in Olimpico Real Estate LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s planning process utilizes structured tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Matthew Birnbaum is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked at Cuso Financial Services, LP for 12 years and had an earlier tenure with LPL Financial from 2011 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Rodney Drysdale is a financial advisor with Cambridge Investment Research Advisors in Pocono Pines, PA. He holds the Series 66 designation and has prior experience at Prudential Financial from 2017 to 2026. His current roles also include affiliations with Cambridge Investment Research, Inc. and Drysdale Wealth Management. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and provides access to unaffiliated third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Mark Wieland is a financial advisor with Ameriprise in Albrightsville, PA, holding Series 63 and Series 65 credentials and offering 40 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach combines internal investment research with third-party data and algorithmic tools, delivering non-discretionary recommendations tailored to clients meeting specific asset criteria.

Christopher Cleaver is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has one year of industry experience at Primerica Advisors and has also worked at Uline, Inc. since 2008 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for loan product sales and referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors manages 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-driven investment strategies developed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Sharon Starkes is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2012. Outside of her advisory role, she is involved in operating a Dairy Queen restaurant and serves as a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs alongside tailored financial planning solutions.

Kevin Donnelly is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Lisa Cardwell is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, she serves as an officer at D.A.C. Electric, Inc., a construction and engineering firm based in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.