Jamie Fields is a financial advisor with Merrill in Allentown, PA, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. He has worked with Merrill since 2014. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Kasey Dreste is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2018, Dreste worked at M&T Bank and Pencor Services. Outside of advisory work, Dreste serves as a notary public in Allentown. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

David Antonchak is a CFP® with 30 years of industry experience, currently affiliated with Cetera. He has worked with Cetera and its affiliates since 2016 and has also operated his own financial services firms. Outside of his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use affiliated and third-party model portfolios, discretionary and non-discretionary management, and a variety of program structures supported by ongoing supervision and client reviews.

Jason Monteagudo is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. He previously worked at Signator Investors Inc. for 10 years before joining OSAIC in 2018. Outside of his advisory role, he serves on the boards of two cornhole leagues, assisting with event organization and sponsorship allocation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a diverse set of investment vehicles.

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 in Allentown, PA, holding Series 65 and Series 63 credentials and having nine years of industry experience. Prior to joining Raymond James in 2024, he worked at Quadrant Private Wealth Management, LLC for four years and Iron Mountain for four years. He serves as a board member of the Sancon Valley Country Club, assisting with the club’s governance. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs and leveraging firm research and affiliated portfolio management strategies.

Carrie Lee is a Planning Consultant based in New York, currently working with Fidelity Investments. In her role, she collaborates with clients to help them pursue their financial goals by utilizing the tools and planning materials provided by Fidelity Investments to create and implement financial plans. Carrie has been with Fidelity Investments since 2023, initially serving as a Financial Consultant before advancing to her current position in 2024. Prior to joining Fidelity, she worked as a Financial Consultant at E*TRADE from Morgan Stanley from 2014 to 2023. Her professional experience encompasses financial planning and consulting roles within major financial institutions. Outside of her professional work, Carrie has personal interests that include spending time at the beach, visiting museums, enjoying music, caring for pets, reading, and running.

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 at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, providing financial planning and wealth management services to families and small businesses. Matthew joined Merrill Lynch as a Vice President and Wealth Management Advisor in 2014, following a long tenure as a Financial Advisor with Morgan Stanley beginning in 1998. Matthew holds several professional designations, including CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant®. He also holds FINRA series 7, 31, and 66 registrations, as well as Life and Health Insurance licenses. He earned a Bachelor's Degree, graduating Cum Laude from Bloomsburg University with degrees in Business Finance and Arts and Science Economics. Additionally, he received a Personal Financial Planning Certificate from Moravian College in 2004. Residing in Plainfield Township, Pennsylvania, Matthew lives with his wife Melissa and their three children. He has been involved in his local community as a volunteer coach in football, soccer, basketball, baseball, and softball with 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 with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Align Wealth Strategies and Northwestern Mutual. Outside of finance, she has been involved with Casa Toro Mexican Grill since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.