Carole Sarson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following a three-year tenure at Kestra Financial Services. Outside of her advisory work, she serves on the board of the Windrush III Condo Association, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by comprehensive research and technology tools.

Kevin Jones Jr. is a financial advisor at Morgan Stanley in Allentown, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. His career includes roles at Merrill, Cetera Investment Services, and Wells Fargo, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s Secular Return Estimates to support its financial planning process.

James Woodley is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018, following three years at Frito Lay. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Reimold is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved with Mid-Atlantic Planning Services and Mid-Atlantic Pension Specialists, Inc., a third-party administrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Anderson is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has prior work history at QVC and GameStop. Anderson serves as president of a local networking group, BNI Connect, based in Easton, PA. Edward Jones is a wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John O’Connor is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as an executor of a family estate. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Diego Mercado is a financial advisor with LPL Financial in Whitehall, PA, holding a Series 66 designation and eight years of industry experience. His career includes positions at Bank of America, Merrill, Wells Fargo Clearing, and First Commonwealth Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with both discretionary and non-discretionary management options.

Tracie Burton is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses across a broad range of financial planning topics without offering discretionary portfolio management or institutional advisory services.

Gary Stoudt is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively in tax preparation and accounting through his own firms, Stoudt Financial and Stoudt Wealth Management. His prior experience includes long tenures at Avantax Insurance Agency and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Carleen Mulholland is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the owner of Creative Printing, serves as a lecturer at Alvernia College, and works as an independent wellness consultant with doTERRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Lilrene Smith is a financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously associated with Citigroup Global Markets starting in 1998. Outside of finance, she is employed at PRIME STEAK HOUSE during business hours. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate market models to assist clients in developing financial strategies.

Christopher Wilson is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Michael Wolf is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and currently works at Morgan Stanley Private Bank, N.A. He has prior experience at various firms including LPL Financial LLC and Primerica Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved modeling tools.

Thomas Karabinus is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2005. In addition to his advisory role, he has served on the Belvidere Board of Education since 1978. 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 a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

David Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1984 and leads Diehl Financial Group, which conducts sales activities for investment and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ryan Bechtel is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His work history includes roles at Cetera Investment Advisers LLC, Febbo Wealth Management, CETERA Financial Specialists LLC, USSF, Intertek, and Eurofins Lancaster Laboratories, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients ranging from non-high-net-worth to high-net-worth, as well as employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a network of over 10,000 advisors and approximately 800,000 clients.

Tim Dorner is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to build customized financial plans and investment strategies aimed at achieving their individual financial goals. He maintains ongoing relationships with clients to monitor and adjust these plans as needed. Prior to his current position, Tim held roles at Fidelity Investments including Investment Consultant from 2024 to 2025 and Investment Solutions Representative I from 2022 to 2024. He began his financial advisory career at Northwestern Mutual, working as a Financial Advisor from 2021 to 2022. Outside of his professional work, Tim's personal interests include comedy, fitness, football, social events with friends, and spending time with pets.

George Grow is a financial advisor with Equitable Advisors in Washington, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory role, he is involved in an insurance brokerage business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Richard Pratt is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Agape Precision Manufacturing LLC, Van Industries Inc, and King Shooters Supply. Pratt is also involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining oversight of its investment models.

Dwayne Snyder is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. His career includes over a decade with Avantax firms and ongoing self-employment since 1994. He also works as a Certified Divorce Financial Analyst, providing asset analysis support for divorce proceedings. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across diverse program structures.