Paul Rossman is a financial advisor at Fidelity with three years of industry experience and a Series 66 designation. His prior experience includes roles at Equitable Advisors, CenterPoint Group, and Drexel University LeBow College of Business. Outside of his financial career, he is active as a musician and guitarist in the band Mosin Nagant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including model portfolios and fund advisory, with oversight controls and systematic methodologies.

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 prior work includes roles at Wells Fargo and Uline, as well as continued involvement with PFS Investments Inc. and Blue Grillhouse, the latter representing an outside business activity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offers model-based investment strategies managed by unaffiliated asset managers.

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 Financial Services, holding Series 65 and Series 63 licenses and possessing 25 years of industry experience. He worked at RiverSource Distributors Inc. for 13 years before joining Ameriprise in 2025. Clayton is also co-owner of Christopher D. Myers LLC, managing his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Houser is a CFP® professional with 32 years of industry experience, currently advising clients at Wells Fargo Advisors since 2026. Prior to joining Wells Fargo, he spent 10 years at Ameriprise. Outside of his advisory work, he co-authors a retirement-focused book and owns a tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria. The firm combines advisory services with other financial product offerings to provide comprehensive client solutions.

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.

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.

David Messina is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including CUNA Brokerage Services and Charles Schwab. His current role includes involvement with TruStage Wealth Management Consulting Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

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.

Jason Lamendola is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock. Lamendola also operates a sole proprietorship focused on sales and marketing of securities and insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs systematic portfolio-construction tools and supports both discretionary and non-discretionary account management with various investment options.

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 in Allentown, PA, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes roles at Nationwide Financial, Royal Alliance Associates, and MassMutual. She is also affiliated with First Commonwealth Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.