Brian Rogers is a financial advisor with Ameriprise in Springfield, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Global Atlantic Financial Group, as well as teaching appointments at several high schools and universities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on written recommendation reports and ongoing, tax-aware withdrawal strategies.

Joseph Saccon is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and previously spent ten years at Merrill. Outside of his advisory role, he serves as president of a small condominium association in Cape May, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Amber Carrick is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 15 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for ten years. Outside of advisory work, she is owner and president of Keystone Financial Management LLC, a financial services business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and supports a range of account types and third-party investment programs.

Regina Metzger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, serving at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is chairperson of the Indianland Garden Club, a nonprofit involved in public outreach and fundraising for gardening charities. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and diverse investment offerings.

Timothy Hickey is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including previous roles at Merrill and Bank of America. He serves as a board member for the Perkiomen Valley School District Foundation, a charitable organization focused on fundraising support. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services, with a range of portfolio management styles supported by affiliated research and model managers.

Nonamegiven Aloyeious is a financial advisor with J.P. Morgan Securities in Allentown, PA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, Aloyeious worked at Morgan Stanley and Citizens Bank. Outside of finance, Aloyeious is the founder and manager of Mossiki Entertainment LLC, a music production and live events company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combined quantitative and qualitative research approach.

Jon Ernst is a financial advisor with OSAIC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and has been a CPA with David A. Stortz & Associates, CPAs since 1994. Outside of his advisory roles, he serves as a member of the finance committee for St. Ann Church. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Brian Gallagher is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2006. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and outcome modeling techniques.

Seth Paluck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His background includes work in landscaping and infrastructure prior to entering the financial services field. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services with a variety of portfolio management options.

Taj Piontkowski is a financial advisor at Morgan Stanley in Easton, PA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he was with Equitable Advisors LLC for one year. His work background also includes roles outside of financial services at The Cheesecake Factory and Gilbane Building Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 uses structured planning tools and macro-level investment models as part of its financial planning process.

Rose Galeano Phillips is a CFP®-certified financial advisor with 21 years of industry experience. She currently works at OSAIC and has held previous roles at Wells Fargo Clearing, Chase Investment Services Corp., and PNC Wealth Management. Phillips serves as president of Rotary District 7430, where she is involved in youth exchange programs and other administrative functions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by a range of managed accounts and third-party manager programs.

Shelley Fraker is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2023 before joining Wells Fargo Clearing. 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 modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Adam Guenard is a financial advisor at Ameriprise with the Series 66 designation. He has been with Ameriprise since 2025 and has prior experience in political campaigns and community roles, including work with the Republican Party of Pennsylvania and the Brian Fitzpatrick Congressional Campaign. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on retirement income strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with distinctive enrollment criteria and an investment universe influenced by affiliated product relationships.

Michael Ruisch is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience working at DoorDash and Fairstone Group Limited. Outside of his advisory role, he serves as a basketball referee for a summer league for boys and girls in grades 3-10. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Laura Saunders is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Merrill since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2018. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Parrish is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

John Ragan is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, transitioning to Bank of America, N.A. in 2025. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Clewell is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Girard Advisory Services and Univest Investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, corporations, and institutional investors. The firm uses tailored, non-discretionary advisory services supported by analytical tools and technology to help clients implement their financial goals.

Donna Leffler is a financial advisor at Stifel with 26 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

John Giancaterino Jr. is a ChFC® with 42 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at VOYA Financial Advisors and managing his own firms, Giancaterino and Associates and WealthWorks Financial, LLC. He is also involved in fixed insurance product sales and life settlements through his independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with multiple program structures and affiliations.