Connor Eglin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2025. Prior to entering the financial industry, he was employed at Boscov's Department Store for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis across multiple financial topics, allowing clients to combine planning with managed-account programs while keeping these services separate.

George Yasso is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he spent 16 years with Serratelli Financial Group. Outside of his advisory role, Yasso serves as the elected City Controller for Bethlehem, Pennsylvania, where he reviews city purchases and contracts. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations tailored to clients' needs.

Kristi Acree is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her professional background includes roles at Mass Mutual, Northwestern Mutual, and Mutual of Omaha. She serves as a board member for Finseca, a trade organization focused on the financial services industry. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Michele Maddaloni is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Ameriprise, Michele worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. for six years and at TD Ameritrade for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies through a centralized service team and a research-driven recommendation process.

Louis Mammana is a CFP® certified financial advisor with 14 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Next Financial Group, Inc. and Private Advisor Group, LLC. Outside of his advisory work, he is involved with Corinne Mammana Music, LLC, a music-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various management strategies.

Joseph Saccon is a CFP® professional with over 31 years of industry experience, currently serving at Morgan Stanley since 2016. Prior to joining Morgan Stanley, he worked at Merrill for 22 years. Outside of his advisory work, he serves as president of a small beach condominium association in Cape May, New Jersey, where he organizes meetings and oversees administrative tasks. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved methodologies and tools.

Regina Metzger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, serving at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is chairperson of the Indianland Garden Club, a nonprofit involved in public outreach and fundraising for gardening charities. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and diverse investment offerings.

Timothy Hickey is a financial advisor with Raymond James & Associates in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. He serves as a board member for the Perkiomen Valley School District Foundation, a nonprofit organization supporting local education. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and municipal finance services.

Nonamegiven Aloyeious is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Aloyeious worked at Morgan Stanley and Citizens Bank. Outside of financial services, Aloyeious is the founder and sole partner of Mossiki Entertainment LLC, a company involved in music and live event production. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers a range of investment strategies through its Institutional Consulting Services program.

Jon Ernst is a financial advisor with OSAIC who holds Series 65 and Series 66 credentials and has 23 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and at David A. Stortz & Associates, CPAs since 1994. Outside of his advisory roles, he serves as a committee member for St. Ann Church Finance Committee. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with various investment tools and platforms, offering portfolios managed on discretionary or non-discretionary bases.

Brian Gallagher is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2006. He holds the Series 66 designation. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and outcome modeling techniques.

David Morton is a financial advisor with Ameriprise in Center Valley, PA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he is involved in real estate ownership unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Seth Paluck is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in landscaping and with a county bridge crew, and spent several years in full-time education. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable presence in public finance and municipal services.

Rose Galeano Phillips is a Certified Financial Planner® with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2021. She previously worked with Wells Fargo Advisors and Wells Fargo Clearing over an eight-year period. Phillips holds leadership roles in community organizations, including President of the Kutztown Rotary Club and board member of the Emmaus Rotary Club. OSAIC serves a diverse client base ranging from individuals and high-net-worth investors to institutional entities, offering integrated brokerage and investment advisory services through an extensive network of affiliated financial advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios that can include various investment products, managed on discretionary or non-discretionary bases.

Dennis Keyser is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior firms include Thrive Capital Management, Infinex Investments, Mid Penn Bank, and United Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Shelley Fraker is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2023 before joining Wells Fargo Clearing. 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 modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Ruisch is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked with firms including DoorDash and Fairstone Group Limited. Outside of his advisory role, he serves as a basketball referee for the Sandi Riley Summer Basketball League in Pennsylvania. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary recommendations supported by extensive research and a broad affiliate network.

Laura Saunders is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018. Prior to Merrill, she was with Wells Fargo Clearing and Wells Fargo Bank, NA from 2016 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, enabling access to a wide range of financial products and services.

Stephen Parrish is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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 nationwide network of advisors and branch offices.

John Ragan is a financial advisor with Merrill in Allentown, PA, holding a Series 66 designation and 13 years of industry experience. His career includes multiple roles at Merrill since 2016 and a current position at Bank of America, N.A. since 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s platform, providing access to a wide range of products and services beyond typical investment management.