Sean Fitzpatrick is a financial advisor with Cetera, holding a Series 63 designation and 43 years of industry experience. His career includes roles at First Allied Advisory Services, First Allied Securities, and Gordon H Dickinson & Co. He is also the president of Anchor Point Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with options for discretionary and non-discretionary management, model portfolios, and access to third-party money managers.

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.

Jan Strunk is a financial advisor with Edward Jones in Whitehall, PA, holding the Series 66 designation and having four years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Gerald Miletics Jr. is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a board member for the Muhlenberg College Wrestling Booster Club. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels to meet client needs.

John Zannakis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Fulton Financial Advisors and Fulton Bank, alongside a long tenure with Raymond James Financial Services Advisors since 2009. Outside of his advisory work, he is involved in sales for Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and incorporates advanced analytical tools, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory Programs.

Robert Schubert is a financial advisor with LPL Financial in Wind Gap, PA, holding the PFS™ and Series 66 designations and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services for six years before joining LPL Financial in 2019. Outside of his advisory role, he is involved in a music entertainment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various investment management approaches and technologies.

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.

Kevin Brettell is a financial advisor at Equitable Advisors with 17 years of industry experience. He has been with Equitable Advisors since 2009, previously affiliated with AXA Advisors, LLC. In addition to his advisory role, Brettell is involved in property and casualty insurance sales through several agencies in Bethlehem, PA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Daniel Schmidt is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with Pfs Investments Inc and Primerica Financial Services since 2009. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets for individual, corporate, and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and provides various portfolio models, including those investing in cryptocurrency exchange-traded funds.

Richard Jennings Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jennings also serves as an adjunct instructor at DeSales University, teaching finance courses. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.

Andrew Johnson is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Edward Jones and The Vanguard Group. Mass Mutual Investors Services 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 seminars, employing firm-approved software and collaborative annual planning relationships.

Douglas Brinker is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise and its affiliates since 2018 and previously spent four years at Investment Professionals Inc. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm is a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Frank Marano is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with Saint Anthony of Padua Catholic Church in a charitable capacity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and planning strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Deborah Hamburger is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her work history includes roles at PFS Investments, Blue Mountain Financial Group, and Primerica Financial Services. Outside of financial advising, she is a self-employed artist selling her own artwork. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Wadid Yunez is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. outside of his current role. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Carter Atkins is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has worked with Wells Fargo firms since 2009, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as an executor for his father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.