Walter Roland is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 1991 and has also served as an insurance agent specializing in life, health, group life, and group health since 1989. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements supported by firm-approved analytical tools and educational seminars.

Anthony Haddad is a financial advisor with Morgan Stanley in Allentown, PA. He holds a Series 66 designation and has seven years of industry experience, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, as well as prior experience at Lehigh Valley Lines Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs without providing individualized security recommendations within its standalone planning services.

John Gallagher is a CFP® with 33 years of experience in the financial industry. He is currently with Cetera Investment Advisors, having joined in 2026 after prior roles at Commonwealth Financial Network and Lincoln Investment Planning, Inc. Gallagher spends a portion of his time involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships across a network of over 10,000 advisors.

Mary Zwarych is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Allentown, PA. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering 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 deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Charles Mackenzie is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lindsey Borgese is a CFP® with 21 years of industry experience, currently affiliated with Cetera. Her career includes roles at Contour Capital Holdings, Contour Wealth Management, Cetera Advisors LLC, and National Planning Corporation. Outside of her advisory work, she serves as co-president of the Marlborough Elementary School Parent-Teacher-Fundraising Society. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment programs and access to numerous third-party money managers.

Matthew Moore is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, providing financial planning and wealth management services to families and small businesses. Matthew joined Merrill Lynch as a Vice President and Wealth Management Advisor in 2014, following a long tenure as a Financial Advisor with Morgan Stanley beginning in 1998. Matthew holds several professional designations, including CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant®. He also holds FINRA series 7, 31, and 66 registrations, as well as Life and Health Insurance licenses. He earned a Bachelor's Degree, graduating Cum Laude from Bloomsburg University with degrees in Business Finance and Arts and Science Economics. Additionally, he received a Personal Financial Planning Certificate from Moravian College in 2004. Residing in Plainfield Township, Pennsylvania, Matthew lives with his wife Melissa and their three children. He has been involved in his local community as a volunteer coach in football, soccer, basketball, baseball, and softball with organizations such as the Green and White Athletic Association and the Wind Gap Athletic Association for the past ten years.

Alfred E. Douglass IV is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1987 as a trust officer at a local bank and later joined Merrill's internal wealth planning department, Financial Foundation. In 1995, Alfred partnered with his father in Allentown to form The Douglass Group, where he focuses on wealth management and retirement planning strategies, emphasizing investment management and estate planning services. He holds several professional designations, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Chartered Retirement Plans Specialist (CRPS™), Certified Private Wealth Advisor (CPWA®), and Certified Plan Fiduciary Advisor (CPFA®). Alfred earned a bachelor’s degree from Lafayette College and a high school diploma from The Hill School. Outside of his professional responsibilities, he is a Level 3 Certified instructor with the Professional Ski Instructors of America and serves as a board member of the Wildlands Conservancy. He is also involved with the Good Shepherd Rehabilitation Network.

Shaun Conahan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Mikayla Kelhart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Align Wealth Strategies and Northwestern Mutual. Outside of finance, she has been involved with Casa Toro Mexican Grill since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Cetera and CETERA Advisor Networks. Outside of his advisory role, he serves on the boards of the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley, and he is a partner in a hunting and fishing club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Jennifer Connolly is a financial advisor with Cetera who holds the Series 66 and Series 63 designations and has eight years of industry experience. She has previously worked at firms including RKL Wealth Management LLC and Avantax, and she currently provides comprehensive financial planning services at Johanson & Yau. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Graig Nickel is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes 14 years at The Vanguard Group, Inc. Outside of his advisory role, he is involved in non-investment businesses including a bagel shop and a contracting service in Pennsylvania. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by in-house and third-party research and portfolio management capabilities.

Breanne Pfeffer is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2014, concurrently serving at Bank of America since 2017. Breanne is also a board member of the Society of Human Resource Management, participating in community relations activities in the Lehigh Valley area. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derick Colonello is a Private Wealth Advisor at MKG & Associates, specializing in developing customized portfolio strategies for families and institutions. With over 25 years of experience in financial services, he focuses on investment analysis and implementation, wealth strategy, and portfolio management. Derick tailors strategic and tactical investment approaches to align with clients’ unique needs, priorities, and tax sensitivities. He holds a Bachelor's degree from Oakland University and has earned the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Derick is also a Personal Investment Advisor (PIA) and a member of the CFA Institute. His professional expertise includes tax minimization, portfolio management services, family wealth and legacy planning, philanthropic planning, and education planning. Derick is actively involved in his community, serving on the board of Men of the Sacred Heart and as a board member of Legatus. He coaches children’s soccer teams and resides in Rochester Hills, Michigan with his wife Diane and their seven children.

Sarah Cressley is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its network of Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by in-house investment research.

Michael Matejcek is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Avantax Insurance Agency, Lincoln Financial Group, and North American Company. He is also president of Financial Strategies & Designs, Inc., which provides tax preparation and accounting services alongside fixed insurance solutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management options and operates a multi-manager platform with discretionary and non-discretionary services.

Michael Tunke is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Pembroke Wealth, Voya Financial Advisors, Equitable Advisors, and Axa Advisors. Outside of advising, Tunke serves as a board member and golf committee chair for Brookside Country Club of Allentown and is involved in tax planning and life settlement businesses. Cetera Investment Advisers LLC operates a multi-manager platform serving a diverse client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Carolyn Verba is a Series 66-licensed financial advisor with Ameriprise in Allentown, PA, and has one year of industry experience. She previously worked at Thornabbey Risk Management and Osaic Wealth Inc. from 2012 to 2025. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized retirement-income consulting team.

Joshua Hinkle is a financial advisor at Stifel with 12 years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory role, Hinkle is involved in youth sports as a director and coach for Rotties Baseball Inc., a youth travel baseball organization. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.