Sandra Bitar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Victory Bank since 2020 and has been affiliated with PFSI Investment Inc. and Primerica Financial Services since 2018. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors 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 employs model-based strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

David Whetsell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at LPL Financial, Invest Financial Corporation, and PS Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Conor Gum is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at DFPG Investments, Inc. and Serratelli Financial Group, where he also manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

John Donofrio is a financial advisor with MassMutual Investors Services in Center Valley, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2006. Outside of his advisory role, he is involved in insurance sales and executive benefits consulting and manages a Medicare insurance sales business through Evergreen Wealth Strategies, LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with an emphasis on goal-based analysis and collaborative client relationships.

Robert Stanley is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and 27 years of industry experience. He previously worked at LPL Financial for five years and INVEST Financial Corporation, Inc. for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jessica Leach is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. Her prior roles include positions at CUSO Financial Services, Citizens Securities, Santander Securities, and Santander Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Tyler Anderson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has recently entered the industry and has worked in various roles including hospitality and education prior to joining the financial services sector. Outside of his advisory role, he has experience managing operations at local businesses such as Thirsy Turtle Tavern and Keystone Pub & Grill. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning engagements supported by technology and educational seminars, serving a broad range of client needs.

Logan Marsh is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held various roles in retail and logistics, including positions at FedEx and UPS. Outside of his advisory work, he is employed part-time as an asset protection detective at Macy’s in Whitehall Township, 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 through third-party programs. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Dianne Machinist is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 40 years of industry experience, including over nine years with Mass Mutual Investors Services and ten years with Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she is also a licensed agent for individual life, health, group life, and group health insurance. 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, asset management, and educational seminars, utilizing firm-approved software and collaborative planning approaches.

Ronald Roebuck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include 15 years at M&T Securities and a brief tenure at LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Robert Mcfarland is a financial advisor with Equitable Advisors in Bethlehem, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he volunteers as an organizer for the Palmer Kiwanis golf outing committee and serves as CFO of The Rockland Group - Wealth Management, LLC. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth families, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates largely through LPL-sponsored programs and third-party managers, offering both discretionary and non-discretionary advisory solutions.

Jennifer Riggs is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Primerica Advisors since 2013 and recently assumed a role at Blue Mountain Financial Group. Outside of her advisory work, she manages OTA, LLC and serves as Co-CEO and business partner at Next Level Integrated Industries, a business consulting firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes third-party asset manager curation and uses an exclusively percentage-based wrap fee structure.

Christy Alvord is a Series 66 licensed advisor at Thrivent Investment Management with six years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020 and previously spent eight years with the City of Allentown. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive written recommendations on various financial planning topics and allows clients to combine planning with managed account services under a consolidated billing option.

Tara Kelsey is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services supported by structured discovery processes and firm-approved tools.

Philip Salib is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, LP. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Connor Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA. He holds a Series 66 designation and has 10 years of industry experience, including four years at UBS Financial Services prior to joining Wells Fargo in 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kyle Meitzler is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, employing research and analytics to guide its investment approach.

Danielle Kulp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Financial Services since 2009 and has been with Primerica Advisors since 2020. Outside of financial services, she is involved with Wingmom Bucks County, providing support services such as babysitting, transportation, and home organizing. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Barry Weller is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Questar Asset Management. In addition to his advisory role, he owns and operates Barry Weller & Associates Inc., a tax preparation and insurance services firm. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools and risk assessment techniques to construct diversified portfolios across multiple investment types.

Robert Engleman Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, he worked for Edward Jones for five years and was associated with Robert Engleman MD for fourteen years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning centered on income sources and tax-aware withdrawal strategies. The firm’s advisory approach combines investment research, third-party data, and algorithmic tools to support client recommendations.