Ronald Amentler is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 1992. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Oteri is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages practice expenses through his ownership of Mark J Oteri LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice supported by research, third-party data, and algorithmic tools.

Joshua Koch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Thrivent, he worked at Sentry Insurance for seven years. He serves as Secretary on the Board of Directors for Hardship Heroes, a local nonprofit organization that provides gifts and experiences to individuals and families facing medical hardships. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across multiple planning areas without managing client assets directly.

Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.

Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christina Kuhn is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from implementation, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Brian Keich is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors and Mauch Chunk Trust Company, where he also serves as division manager. Outside of his advisory role, Keich is involved with the Tamaqua Lions Club as president and serves on the Tamaqua Police Pension Commission. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

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.

Michael Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in Pennsylvania. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver personalized, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Daryl Brown is a Series 66-licensed financial advisor at Cetera with two years of industry experience. He previously worked at Thrivent Financial and BOK Financial. Outside of his advisory role, he serves as head of sponsorship, fundraising, and community outreach for the Jim Thorpe Youth Soccer Association, a local youth soccer organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management strategies and program options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Bradley Swisher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Cambridge since 2019 and previously was affiliated with Royal Alliance Associates and Signator Investors. Swisher also owns Swisher Financial, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management platforms and strategies.

William Feudale Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He previously worked at INVEST Financial Corporation, SagePoint Financial, Penn Investment Advisors, AMP Asset Management, and MSI Financial Services. He is also the proprietor of Feudale Financial Services, LLC, which operates an insurance agency offering term, whole, universal, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Mark Wieland is a financial advisor with Ameriprise in Albrightsville, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Ryan Mcandrew is a financial advisor with LPL Financial based in Hazleton, PA, holding Series 63 and Series 66 licenses and with six years of industry experience. He has worked at Northwest Bank since 2018 and has a background that includes roles at The Pennsylvania State University and Happy Valley Brewing Company. 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 and a variety of investment programs, combining advisory and brokerage services through a large network of investment adviser representatives.

Nicholas Kubishin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He concurrently operates Kubishin & Ator, PC, providing accounting and tax services related to investments. Prior to joining Cetera, he held positions at several academic institutions and worked with the Scranton/Wilkes-Barre Railriders. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services.

Todd Lengel is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner of an insurance sales business in Tamaqua, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and various institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to multiple asset managers and financial planning services.

Stephen Zuber is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Tower Financial Partners and Raymond James Financial Services Advisors since 2011. In addition to his advisory role, he acts as an insurance agent providing fixed annuity products. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and provides specialized municipal and public finance advisory services.

Franklin Ator is a financial advisor with Cetera who holds a Series 63 designation and has 24 years of industry experience. He has worked with Cetera since 2000 and is a 50 percent shareholder of Kubishin & Ator, PC, a CPA firm. Outside of financial advising, he is involved as a shareholder and officer in a grocery store business. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program platforms and custodial relationships.

Gerald Haggerty Jr is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax-related firms for over 20 years prior to joining Cetera. He also owns and operates Haggerty's Tax Service, providing tax preparation services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform supporting diverse investment strategies.

William Horan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and has 24 years of industry experience. He worked at M&T Securities for 19 years before joining LPL Financial in 2021. 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 financial planning and investment services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client account management.