Scott Richards is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Richards serves as Vice President on the Board of Directors for the Jerry Zimmerman Memorial Chapter of The National Wild Turkey Federation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Lorraine Gerra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo Clearing Services since 2017 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Barr is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His previous roles include positions at Lockwood Advisors, Inc. and Pershing LLC. He is also involved in individual life, health, and group insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

David Weld is a financial advisor with LPL Financial in Birdsboro, PA, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Outside of his advisory work, he serves as Council Commissioner and Vice President of council operations for Scouting America, managing programs for youth participation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and model portfolios, supported by technology tools for advisors while maintaining discretionary control over client investment decisions.

Jennifer Bilodeau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kenan Yamaner is a securities professional at Wells Fargo Clearing with Series 63, 65, and 66 licenses and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Allan Cornman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He previously operated Legacy Financial, Inc. as president of an S corporation used for payroll purposes. Outside of his advisory work, he serves on the Board of Directors for the Rotary Club of Fleetwood, PA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Theodore Ennis Jr. is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Donald Sklanka is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Cullin Mcgrath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. He previously worked at Santander Bank, N.A. for 11 years. 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 manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Travis Shearer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His work history includes roles at Blue Mountain Financial Group and Primerica Financial Services. Outside of finance, he is a partner at Jacobs Valley Farm, a livestock business, and has served with the Penn Township Police Department since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

John Noon II is a Series 66-registered advisor with Primerica Advisors in Allentown, PA, where he has worked since 2013, encompassing 13 years of industry experience. He is also the owner of Noon Enterprises LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, offering a wrap-fee asset management program that relies largely on model-delivery strategies created by unaffiliated asset managers.

Robert Stoudt II is a CFP® with 22 years of experience in financial advising, currently with Raymond James Financial. He owns and operates Stoudt Distributors Inc. and Stoudt Capital Management, Inc. He has been involved in rental real estate ownership and management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA consulting services.

Dean Fox is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has previously worked with firms including Voya Financial Advisors, Park Ave Securities, Guardian, and Crump Life Insurance. Outside of his advisory role, Fox is involved in nonprofit activities as the founder and president of the Frank Fox Scholarship and serves as a board member for Pope John Paul II High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment strategies and program structures.

Noah Brooks is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2013, following eight years at Wells Fargo Clearing and twelve years running Good Life Advisors, LLC. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and financial planning services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while maintaining a diverse platform that includes insurance and banking partnerships.

Mary Elizabeth Stone is a financial professional with Cetera who holds a Series 66 designation and has five years of industry experience. She previously worked at First Allied Securities and operates her own financial services businesses, including Stone Financial and Union Advantage Financial. Outside of advisory work, she provides tax preparation services and notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Rachel Walter is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior work includes 26 years at Metlife Securities Inc. She is also licensed as an agent for individual and group life and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

James Cuccaro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Mary Carr is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in retail and online sales through her work with Norwex. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisors.

Melissa Eibach is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Allentown, PA, and has 14 years of industry experience. She has worked at Wells Fargo Clearing since 2012, with a brief tenure at Stifel in 2013. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.