Jeffrey Dresely is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Fulton Financial Services, Raymond James Financial Services, and Wells Fargo Advisors. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Jess Yourkavitch is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera, Riverview Bank, and BB&T Investment Services. Jess operates under the DBA AEM Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a variety of advisory and brokerage services.

Jeffrey Hummel is a financial advisor with Ameriprise, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cornerstone Institutional Investors and operating his own advisory practice. Outside of his advisory work, he owns a business that manages rental properties, overseeing payments, maintenance, and record-keeping. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Raymond Butterworth is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has a background that includes roles at Investment Advisors Asset Management, LLC and Butterworth Financial Group. Outside of his advisory work, he operates the Law Offices of Raymond Butterworth, where he provides estate planning and tax preparation services, and serves as a board member for the Bent Creek Homeowners Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary management, third-party managers, and a variety of portfolio programs tailored to individual and institutional needs.

Nathan Shive is a financial advisor with MassMutual Investors Services in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at MetLife Securities, Inc. and Metropolitan Life Insurance Company from 2006 to 2017. In addition to his advisory work, he is involved in life and health insurance sales. MassMutual 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 supported by firm-approved analytical tools and provides a range of event-driven planning services.

Brendan Schaaf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and currently based in Allentown, PA. He has been with Wells Fargo Clearing since 2025 and has prior experience at Pro Football Focus and PNC Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Jeffrey Kelly is a financial advisor with Cambridge Investment Research Advisors in Wyomissing, PA, holding the Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research since 2012 and previously at American Portfolios Advisors for seven years. Outside of his advisory role, he is the president of a dumpster rental franchise, Dumpster Dudez of Lehigh Valley. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm operates through thousands of financial professionals and offers access to multiple platforms, third-party advisors, and proprietary model strategies.

Daniel Kochsmeier is a CFP®-certified financial advisor at Edward Jones in Allentown, PA, with eight years of industry experience. He worked at Morgan Stanley prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Brian Bostancic is a financial advisor with Wells Fargo Clearing based in Allentown, PA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at Citizens Securities, Inc. for seven years and Merrill for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Yves Roussel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and HSBC Bank USA N.A. He also serves as a trustee managing investment-related matters for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Duane Young is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, Citizens Securities, and PNC Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Linwood Giles is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Blue Mountain Financial Group, PFS Investments, and Primerica Financial Services. Outside of investment advisory roles, he has been involved with St Matthews Evangelical Congregational Church for over a decade. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies alongside discretionary separately managed accounts.

Jeffrey Smith Sr. is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2007. He serves as a council member on the President’s Advisory Council at Alvernia University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved analytical tools to develop individualized plans and offers various investment and educational programs.

Steven Hofmann is a financial advisor with OSAIC in Reading, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and Grandview Financial Partners, LLC. Outside of his advisory work, he serves on the Endowment Committee for the Hawk Mountain Council Boy Scouts of America and is a board member of the Hofmann Family Foundation, a nonprofit organization. OSAIC is a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment strategies through an extensive affiliate network and third-party platforms.

Michael Jordan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Bank NA. 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.

Steve Reiter is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SagePoint Financial, Inc. for 14 years. Outside of advisory work, he is involved in insurance sales focusing on life and long-term care. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of advisory and brokerage services through a multi-advisor platform emphasizing model-based asset allocation and portfolio optimization.

Courtnie Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Good Life Advisors, LLC for 12 years and has been with LPL Financial for 14 years. 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 institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, supported by proprietary research and technology tools.

Daniel Weidenhammer is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Key Investment Services LLC and Santander Securities LLC. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, while acting as an ERISA fiduciary.

Steven Grazio is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His background includes roles at Blue Mountain Financial Group and Jefferson, alongside prior experience at AstraZeneca and Philadelphia University. Outside of his advisory work, he owns Elysium Property Management in Hamburg, NJ. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.

Ramsey Rayan is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for PIMCO Investments LLC for 13 years. He is based in Wyomissing, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.