Alan Shannon Breslin is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise since 2015. He is based in Allentown, PA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Breslin is a member of the Finance Committee on the Board of Directors for the Cathedral of St Catharine of Siena and owns a tax preparation business. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to support its advisory process and offers a broad range of financial solutions through affiliated entities.

Nathan Christman is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 66 credentials and three years of industry experience. His prior professional background includes roles at PNC Capital Markets, QNB Bank, and Olympus Corporation of the Americas. Outside of advising, he maintains employment with Target in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Hillary Handel is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025, and has held several other positions within the company since 2022, including Relationship Manager and Financial Representative. Before joining Fidelity, Hillary worked at Merrill Lynch as a Senior Phone Representative and Financial Services Representative between 2020 and 2022. Her professional experience spans various aspects of financial planning and client relationship management. Hillary is licensed with a California Insurance License, enabling her to provide comprehensive financial advice and services. Outside of her professional career, Hillary has personal interests in cooking and baking, fitness, food, movies, music, and pets.

Michael Cappiello is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Stephen Meli is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Sages, a non-financial personal services business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Robert Cahill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves on the finance committee of Union United Church of Christ, assisting with budget oversight and management of the endowment and cash funds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Gary Guzzi is a financial advisor with Morgan Stanley in Easton, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, along with an extended period at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct engagements and Corporate Financial Planning agreements.

Scott Brantingson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2018 and was previously with Wells Fargo Advisors. Outside of his advisory work, he is involved with the Lehigh Valley Center for Independent Living. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its large advisor network with portfolio management and institutional consulting services.

Aliasgher Somji is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services, LLC since 2018, having worked at Wells Fargo Bank NA since 2004. 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 vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Bogert is a financial advisor with Wells Fargo Advisors in Allentown, PA, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Bogert also serves as a trustee for friend and client trust accounts. 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 and integrates advisory services with other financial products and referral channels.

David Rabenold is a financial advisor at Primerica Advisors with 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Matthew Mattare III is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and models to support client planning.

Christopher Baumer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of The Baumer Wealth Management Group, where he develops tailored wealth management strategies for clients, their families, and their businesses to help pursue their financial and personal goals. Christopher's financial career began after college working on a team of financial analysts. He later started and managed his own business for 14 years before selling it in 2015 to join The Baumer Wealth Management Group. His expertise includes executive compensation, family wealth management strategies, institutional and individual investment consulting, retirement planning, legacy planning, and retirement income. Christopher holds a Bachelor's degree from Lebanon Valley College and has earned several professional designations, including Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC®), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA®). He lives in Allentown, Pennsylvania with his wife Monica and their three children. His personal interests include boating, golfing, skiing, and swimming.

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.

Jeffrey Febbo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 42 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. He is also the owner of Febbo Wealth Management, LLC, where he provides financial planning and other financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program options and affiliated partnerships.

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.