Kristen Lipovsky is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She previously worked at Oppenheimer & Co, Inc. for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Cohen is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2015. In addition to his advisory role, he serves as a soldier in the US Army National Guard. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teagan Renner is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Teagan worked at Penn Community Bank and held various roles in other industries including logistics and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its model portfolio delivery, advisory roles to multiple registered investment companies, and use of AI in research.

Kenneth Mackenzie is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mackenzie is a board member and founder of the Executive Forum of the Lehigh Valley, a regional networking organization. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Katrina Noldy is a financial advisor at Morgan Stanley with the Series 66 designation and six years of industry experience. She joined Morgan Stanley in 2019 after working in various roles in hospitality and retail. Outside of her advisory work, she is employed as a waitress at Bru Daddy's Brewery in Allentown, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Jeff Depalma is a Financial Consultant currently working at Fidelity Investments since 2025. He joined Fidelity in 2023 as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2021 to 2023. Since beginning his career in financial services in 2021, Jeff has focused on creating personalized financial strategies and helping clients navigate their financial decisions with clarity and confidence. He aims to ensure that clients feel informed, empowered, and involved throughout the advisory process. Outside of his professional work, Jeff has interests in beach activities, fitness, golf, pets, snowboarding, and traveling.

Stephen Bajan II is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Easton, PA since 2014. He holds the Series 66 designation and has been with Edward Jones for his entire advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Kristie Strubeck is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and has worked at Raymond James in various capacities since 2016, including her current role since 2019. Prior to her current position, she was an advisor with Evans Wealth Strategies. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles, supported by extensive research and advisory programs.

Glenn Baumer is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983. Baumer has also worked at Bank of America, N.A. since 2011. Outside of his advisory work, he is the owner of Cedar LLC, a for-profit business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies designed by internal and third-party managers.

Sibyl Saager Zekic is a financial advisor with Stifel in Bethlehem Township, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Karen Schoeller is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior firms include Morgan Stanley, McQueen Ball and Associates, CAPTrust, and CapFinancial Services. Schoeller has been with MassMutual since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring collaborative, annual planning relationships using firm-approved analytical tools.

Philip Mason is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and also maintains a managing partner role at The Liminal Partners, LLC, providing consulting and administrative support services to ultra-high-net-worth business owners and their families. Additionally, Mason works as an insurance agent specializing in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches, and emphasizes defined event-driven planning programs.

Jeffrey Weiss is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch Pierce Fenner and Smith since 1999 and at Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property in Norfolk, Virginia. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ted Wiedenman is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of Financial Consultants providing financial and investment guidance to Fidelity customers. He has held this leadership role since 2014. Ted has been with Fidelity Investments since 1998, progressing through various positions including Branch Service Manager II, Branch Service Manager, Account Executive, Investor Center Financial Planning Consultant, Investment Representative, and several other roles. His extensive experience covers financial consulting, investment services, and branch management within the organization. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Nicole Liebert is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2009. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Chapman is a Financial Consultant at Fidelity Investments, where he focuses on understanding the financial goals and priorities of his clients and their families. He emphasizes building strong, trust-based relationships and works collaboratively to develop personalized financial plans that address retirement, income planning, and investment strategies. Daniel has extensive experience in the financial services industry, having held positions at Merrill as a Financial Solutions Advisor, VP, and at Wells Fargo as a Regional Private Banker, AVP. His career also includes roles as a Financial Specialist at PNC Bank and Wachovia Bank, reflecting a broad background in financial advising and client service. Outside of his professional work, Daniel has interests in biking, fitness, golf, pets, photography, and traveling.

Kurt Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Diehl Financial Group since 2020 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2007 and 2006, respectively. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on portfolio management rather than institutional pension or profit-sharing plans.

Austin Pierce is a financial advisor at Morgan Stanley with a Series 66 designation and experience in both public accounting and financial services. He previously worked at Deloitte & Touche LLP for six years and has held roles at EY, Guidehouse LLP, PwC LLP, and Plante Moran. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Alfred Haddad II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as the head soccer coach at Parkland High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through structured discovery conversations and firm-approved tools.

Christopher Schlack is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he co-owns an LLC with his wife that manages a residential property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.