Edward Tierney is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

James Slaska is a financial advisor with Wells Fargo Clearing in Allentown, PA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Silberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Wells Fargo firms since 2009. Outside of his advisory work, he serves as a power of attorney for family members in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Brian Laird is a Financial Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop comprehensive financial plans aimed at achieving their life goals. Brian has held various positions in the financial services industry, including Investment Consultant at Fidelity Investments (2023-2024), Financial Advisor at Citizens Securities, Inc. (2022-2023), Premier Advisor (Wealth Client Consultant) at Citizens Bank (2021-2022), and Senior Licensed Relationship Banker at Citizens Bank (2018-2021). This experience has contributed to his expertise in financial planning and client relationship management.

Beata Kulesza is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following prior roles with Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Flannery is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Quadrant Private Wealth Management and Iron Mountain. Outside of his advisory work, he serves as a board member of Sancon Valley Country Club, where he assists in governance. Raymond James & Associates is an SEC-registered investment adviser and broker-dealer with over $500 billion in assets under management. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with an emphasis on non-discretionary financial planning and active involvement in municipal and public finance.

Scott Smith is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Primerica Advisors since 2016 and maintains ongoing involvement in family sanitation businesses, including a long-term role as Vice President at Gene & George Smith Sanitation. Smith also receives compensation related to loan product sales and home service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies primarily managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

William Quaglio is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Primerica Advisors since 2014 and has additional roles in multiple school districts including Parkland, Southern Lehigh, Allentown, and Salisbury Township. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Walter Roland is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 1991 and has also served as an insurance agent specializing in life, health, group life, and group health since 1989. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements supported by firm-approved analytical tools and educational seminars.

Anthony Haddad is a financial advisor with Morgan Stanley in Allentown, PA. He holds a Series 66 designation and has seven years of industry experience, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, as well as prior experience at Lehigh Valley Lines Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs without providing individualized security recommendations within its standalone planning services.

Jonathan Soden is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he coaches local triathletes who compete in Ironman 70.3 and full Ironman events through Endurance Multisport in Emmaus, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with offerings that include specialized areas such as business-owner transition planning and special-needs analysis.

Mary Zwarych is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Allentown, PA. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Charles Mackenzie is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicole Geiger is a financial advisor with LPL Financial in Allentown, PA, holding a Series 66 designation and three years of industry experience. She previously worked at Truist Bank for seven years before joining LPL Financial, where she has been since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. 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.

Matthew Moore is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 25 years of experience in the Financial Services industry, assisting families and small businesses with their financial plans. Matthew began his career as a Financial Advisor with Morgan Stanley in 1998 and joined Merrill Lynch Wealth Management in February 2014 as a Vice President and Wealth Management Advisor. Matthew holds several professional designations and licenses including the CERTIFIED FINANCIAL PLANNER® certification earned in 2004, the Chartered Financial Consultant® designation earned in 2007, and FINRA Series 7, 31, and 66 registrations, along with Life and Health Insurance licenses. He is a Cum Laude graduate of Bloomsburg University with degrees in Business Finance and Arts and Science Economics, and he received a Personal Financial Planning Certificate from Moravian College in 2004. Outside of his professional work, Matthew resides in Plainfield Township, PA with his wife and three children. He has been actively involved in his community as a volunteer coach for football, soccer, basketball, baseball, and softball through organizations such as the Green and White Athletic Association and the Wind Gap Athletic Association for the past ten years.

Alfred E. Douglass IV is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1987 as a trust officer at a local bank and later joined Merrill's internal wealth planning department, Financial Foundation. In 1995, Alfred partnered with his father in Allentown to form The Douglass Group, where he focuses on wealth management and retirement planning strategies, emphasizing investment management and estate planning services. He holds several professional designations, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Chartered Retirement Plans Specialist (CRPS™), Certified Private Wealth Advisor (CPWA®), and Certified Plan Fiduciary Advisor (CPFA®). Alfred earned a bachelor’s degree from Lafayette College and a high school diploma from The Hill School. Outside of his professional responsibilities, he is a Level 3 Certified instructor with the Professional Ski Instructors of America and serves as a board member of the Wildlands Conservancy. He is also involved with the Good Shepherd Rehabilitation Network.

Mikayla Kelhart is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has previously worked at Align Wealth Strategies and Northwestern Mutual. Outside of her advisory work, she is involved with Casa Toro Mexican Grill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base that includes individuals, institutions, and government entities, offering non-discretionary recommendations supported by an extensive affiliate network and municipal finance capabilities.

Jennifer Ceneviva is a Series 66-registered financial advisor with Edward Jones, based in Bethlehem, PA. She has 16 years of industry experience and has been with Edward Jones since 2009. Outside of her advisory role, she serves as a trustee for Central Moravian Church in Bethlehem, managing its temporal and financial affairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 advisors, offering a range of advisory and investment services under a fiduciary standard.

Breanne Pfeffer is a financial advisor with Merrill in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. She serves as a board member for the Society of Human Resource Management, participating in community relations activities in the Lehigh Valley area. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, using model-based and discretionary investment strategies constructed by its Chief Investment Office.

Derick Colonello is a Private Wealth Advisor at MKG & Associates, specializing in developing customized portfolio strategies for families and institutions. With over 25 years of experience in financial services, he focuses on investment analysis and implementation, wealth strategy, and portfolio management. Derick tailors strategic and tactical investment approaches to align with clients’ unique needs, priorities, and tax sensitivities. He holds a Bachelor's degree from Oakland University and has earned the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Derick is also a Personal Investment Advisor (PIA) and a member of the CFA Institute. His professional expertise includes tax minimization, portfolio management services, family wealth and legacy planning, philanthropic planning, and education planning. Derick is actively involved in his community, serving on the board of Men of the Sacred Heart and as a board member of Legatus. He coaches children’s soccer teams and resides in Rochester Hills, Michigan with his wife Diane and their seven children.