Scott Rovito is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at PNC Investments LLC for nine years before joining Wells Fargo Clearing in 2022. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Keith Gibson is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of his advisory role, Gibson serves as a minority inspector of elections in Lehigh County, Pennsylvania. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katrina Romney is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a total of 15 years with Wells Fargo Bank, NA. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Heather Stauffer is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill Lynch, and Embassy Bank for the Lehigh Valley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services covering various needs and uses proprietary research and tools to develop tailored recommendations.

Michael Perna is a financial advisor with Merrill holding a Series 66 designation. He has been with Merrill and Bank of America since 2026 and has prior experience in education roles spanning from 2015 to 2026. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Bach is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Alexander Di Cesare is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2023. His background includes roles at Equitable Advisors, Rockland Financial Group, and experience in both educational and corporate settings. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides planning and managed-account services separately, allowing clients to combine them under a consolidated billing option called “WealthPlan.”

Jesse Hayhurst is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1993, including a concurrent role at Bank of America since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Robert Mc Peake is a financial advisor at Morgan Stanley with three years of industry experience. His prior roles include positions at SEI Investments, The Vanguard Group, Inc., and Long & Foster Real Estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced planning tools.

Roberta Levine is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from its Investment Institute and third-party sources.

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.

John Pavlinsky is a financial advisor with Merrill based in Bethlehem, PA. He holds a Series 66 designation and has seven years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Arvind Mathur is a Series 66-credentialed financial advisor with Wells Fargo Clearing, based in Whitehall, PA, and has 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Marcus Patterson is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Wells Fargo, and Uline. Outside of finance, he has been involved with Blue Grillhouse since 2016. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodians.

Daulton Miller is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill Lynch, and earlier experience outside finance at Bayada Home Health Care and Vynecrest Winery. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and provides a wide range of retail and institutional investment solutions.

Charlene Flick is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has worked with affiliated MassMutual entities since 2016. Mass Mutual Investors Services, LLC 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, using firm-approved tools to deliver written recommendations through annual collaborative relationships.

Zackary Gillen is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2026 and has experience working at MassMutual Life Insurance Company and MML Investors Services, LLC. Prior to his advisory role, he held various positions including roles in education and commercial real estate. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools to analyze client goals and delivers written recommendations in a collaborative, annual planning process.

Dana Vlasics is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked for over two decades at Dr. Andrew T. Pagano, DMD. Vlasics served as president of the Sam Vlasics Foundation, a nonprofit focused on heart defect awareness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s services include broad financial topics and can be combined with managed-account programs under a consolidated billing option.

Rebecca Wychock is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she works as a fitness instructor and wedding dance choreographer in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Denise Pautz is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill Lynch since 2011. Prior to that, she worked at Prudential Equity Group, LLC from 2000 to 2002. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.