David Grube is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005 and has operated Grube Financial Services since 1993. Outside of advisory work, he owns a CPA practice focused on tax planning and preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account structures.

John Clayton is a financial advisor with Ameriprise in Center Valley, PA, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He previously worked at RiverSource Distributors Inc. for 13 years. Clayton is co-owner of Christopher D. Myers LLC, where he manages his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Wyatt Wolf is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes a role at New York Life Insurance Company and academic positions at The Pennsylvania State University and its Berks Campus. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to registered investment companies.

Clayton Inderbitzen is a financial advisor with Thrivent Investment Management holding a Series 66 designation and two years of industry experience. His background includes roles at Thrivent Financial and Shurr CPA, as well as experience in education at Kutztown University and Governor Mifflin Senior High. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial plans that cover a range of topics without including implementation. The firm emphasizes holistic analyses and allows clients to combine planning with managed accounts through its WealthPlan option while keeping the services separate.

Jennifer Mc Donough is a financial advisor with J.P. Morgan Securities in Royersford, PA. She holds Series 63 and Series 65 designations and has three years of industry experience. Her prior work includes positions at Wells Fargo and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexander Mongan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at The Vanguard Group, Inc., First Commonwealth Bank, and the United States Army. Outside of finance, he has experience working with Domino's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Luis Rivera is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steve Marciniak is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. He is also the owner of Marciniak LLC, through which he manages his advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Geraldine Wardle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, she is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Mary Evans is a CFP®-certified financial advisor at Raymond James Financial with 21 years of industry experience. She has been with Raymond James since 2008 and manages a branch office through her ownership of Evans Wealth Strategies. In addition to her advisory work, she is an author, with a book published in March 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jacob Crawford is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Hornor, Townsend, & Kent LLC and has involvement as a board member of the Albany Township Historical Society. Outside of finance, he pursues oil painting and maintains an online sales activity on eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Jessica Towles is a Planning Consultant at Fidelity Investments. She has been with Fidelity since 2022, previously serving as a Central Relationship Manager and Relationship Manager before her current role. Her experience in the financial services industry spans 11 years, including roles as a Mortgage Underwriter at Wells Fargo Bank and a Registered Client Associate at Wells Fargo Advisors. Jessica focuses on helping clients work toward their retirement goals by utilizing the resources available at Fidelity to develop personalized plans that meet individual needs. She holds an Arkansas Insurance License. Outside of her professional career, Jessica has interests in comedy, food, football, soccer, and traveling.

Rhonda Fraction is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Carver Bank. Outside of financial advising, she coaches at Orangetheory Fitness and instructs at Sonny's Foundation Rumble Boxing. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Randy Bochniak is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2004. He also operates Randy S Bochniak & Associates, Inc., a CPA accounting firm based in Quakertown, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Jessica Paretta is a financial advisor with LPL Financial based in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior firms include Nationwide Financial, Royal Alliance Associates, MML Investors Services, and MassMutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by advisor-facing tools and serves a broad client base through a network of over 22,900 advisors.

Mark Dobroskey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Prior to that, he worked at Good Life Advisors, LLC and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs. The firm combines goal-based analyses with managed-account programs but does not provide discretionary portfolio management for institutional clients.

Edward Dipietro is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including 14 years at Next Financial Group Inc and over 30 years associated with the Scharf Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services utilizing model portfolios, third-party subadvisors, and customized strategies.

Jermaine Edwards is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. Prior to his current role, he held positions as Financial Consultant and Investment Consultant within the same organization. His career in financial advisory began in 2008, with roles at Morgan Stanley Smith Barney and Merrill Lynch. Throughout his career, Jermaine has focused on working closely with clients to help them achieve their financial goals. He is part of a client-focused organization that supports families in working toward a better financial future. Outside of his professional work, Jermaine enjoys family activities, football, music, and theater.

Mario Carannante is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including 13 years with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he owns YourProfitPartners, a business that works with companies to understand their business models and manage key performance indicators. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements supported by proprietary analytical tools.

Lindsay Mayberry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity in 2023, Lindsay worked at Unity Bank for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, often delegating management to sub-advisers while maintaining oversight.