Donna Yale is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers a broad range of investment and financial services.

Andrew Johnson is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Edward Jones and The Vanguard Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning relationships.

Jon Thomas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Personal Dollar Management and Cadaret, Grant & Co., Inc. for over three decades. Outside of advising, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on diversified investment strategies and operational support tools.

Douglas Brinker is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise and its affiliates since 2018 and previously spent four years at Investment Professionals Inc. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm is a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Frank Marano is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with Saint Anthony of Padua Catholic Church in a charitable capacity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and planning strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

William Reimold is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 2014, following four years at Mass Mutual Investors Services. He is involved with Mid-Atlantic Pension Specialist, Inc., a third-party administrator not related to investment activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Wadid Yunez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and Pruco Securities, LLC from 2001 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Carter Atkins is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has worked with Wells Fargo firms since 2009, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as an executor for his father's estate. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Michael Dewhurst is a financial advisor at Merrill with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2012. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harold Cook Jr. is a CFP®-designated financial advisor with Ameriprise in Easton, PA, bringing 38 years of industry experience. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a co-owner of LeVal Logic LLC, contributing to marketing and consulting services. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing detailed, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Gregory Lauray is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 28 years of industry experience. He has worked with Cetera and its affiliated entities since 2005 and also owns and manages a CPA firm specializing in accounting and tax preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of discretionary and non-discretionary strategies.

Edward Winters Jr. is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Winters serves as a power of attorney for his son. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary solutions, model portfolios, and access to third-party managers.

Mark Strube is a financial advisor with Wells Fargo Clearing in Carlisle, PA, holding the Series 63 and Series 66 designations and with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for Son's Trust. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep options.

Adrianne Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 63 designation and has worked with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1997. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer-based Corporate Financial Planning agreements.

Richard Clapp Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Trexlertown, PA. 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 approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Pojanowski is a financial advisor at Osaic Wealth, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Osaic in 2023. He is also a licensed insurance agent and provides insurance product recommendations to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses proprietary asset-allocation tools and third-party resources to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Catherine Symanek is a Series 66-licensed financial advisor with Morgan Stanley in Allentown, PA, where she has worked since 2009. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Rekha Trivedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Trivedi owns a rental property in Allentown, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Frank Colangelo is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he owns an insurance agency that sells term insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both brokerage and advisory services supported by an extensive network of advisers and utilizes various tools and third-party platforms to construct and manage diversified investment portfolios.

Vicki Kirkpatrick is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services LLC before joining LPL Financial and Fidelity Deposit & Discount Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.