Sean Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Stephen Bishop is a financial advisor with Mass Mutual Investors Services in Bethlehem, PA, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2015. In addition to his advisory role, he is active as a sales agent in life, health, and group insurance, and has worked with Weichert Realtors in real estate since 2013. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved tools and provides various event-driven planning services.

Kevin Welsh is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 27 years of industry experience. His career includes roles at Securities America, Saybrus Equity Services, and Wells Fargo Advisors. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research and analytics.

Michael Stockmal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a long tenure with Wells Fargo Bank, N.A. since 2012. Outside of his advisory role, he works as a ski instructor at Blue Mountain Ski Area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

John Genova is a CFP® with 42 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at FSC Securities Corp. for eight years and OSAIC for two years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs, including municipal and public-finance services.

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.

Katrina Romney is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC, and a longer tenure at Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Ashley Siedt is a financial advisor with Equitable Advisors in Easton, PA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors from 2015 to 2020. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process that documents goals, risk tolerance, and time horizon.

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.”

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, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She serves as power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he is involved as a landlord in a rental property business. 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, with an emphasis on a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

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 credentials and nine years of industry experience. She has been with Mass Mutual Investors Services since 2017 and is also affiliated with MSI Financial Securities and Massachusetts Mutual Life Insurance Company. MassMutual Investors Services, LLC 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, employing a structured, collaborative planning process that uses firm-approved analytical tools.

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.