Jeffrey J. Herr is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since beginning his financial services career in 1988, he has assisted clients in managing their individual wealth through multiple and complex market cycles, focusing on meeting their specific needs. As a Senior Portfolio Manager, he manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His expertise also extends to providing these strategies to clients working with other Merrill advisors. Jeff is a frequent speaker on wealth management for retirement, a primary focus area for him and his team for several decades. He aims to deliver comprehensive wealth management strategies tailored to each client's goals, beginning with attentive listening to their needs. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Knox College and has earned the Certified Investment Management Analyst (CIMA) designation from the Yale School of Management, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional life, his personal interests include cooking, fishing, golfing, ice hockey, music, and reading.

Michael Wolfer is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Michael Mowad is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and also operates as an independent benefits advisor. In addition to his financial advisory role, he is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with a model-driven investment approach supported by third-party asset managers and custodians.

Jill Hahn is a financial advisor at Merrill with 37 years of industry experience, having been with the firm since 1980. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she owns a sole proprietorship that sells products on Etsy under the name J. H. dba jcklettererdesigns. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional accounts. The firm’s integration into Bank of America’s platform gives access to a wide range of products and services beyond traditional investment management.

Mark Lasko is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 34 years of industry experience. His career includes roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1991, as well as Massachusetts Mutual Life Insurance Company since 2016. Outside of advising, he is involved in individual life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers various asset management and educational programs.

Kara Famularo is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Szabo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 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. His career also includes a longstanding role with Mosaic Sales Solutions US Operating Co. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sean Fitzpatrick is a financial advisor with Cetera, holding a Series 63 designation and 43 years of industry experience. His career includes roles at First Allied Advisory Services, First Allied Securities, and Gordon H Dickinson & Co. He is also the president of Anchor Point Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with options for discretionary and non-discretionary management, model portfolios, and access to third-party money managers.

Laura Yih is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Merrill. Her prior experience includes roles at Pruco Securities, LLC, WLXT LLC, and the Easton Area School District. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jan Strunk is a financial advisor with Edward Jones in Whitehall, PA, holding the Series 66 designation and having four years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Mary Lisicky is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Lisicky serves as a board member for the Lehigh Valley Senior All Star Classic, participates on the Executive Committee and Finance Committee of the Greater Lehigh Valley Chamber of Commerce, and is involved with the Planned Giving Advisory Committee at Valley Youth House. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating Global Investment Committee estimates and simulations to model outcomes.

Gerald Miletics Jr. is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a board member for the Muhlenberg College Wrestling Booster Club. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels to meet client needs.

John Zannakis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Fulton Financial Corp and Fulton Financial Advisors. He is also involved in sales activities with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Mason Smith is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in various roles including real estate sales at Iron Valley Real Estate Northeast. Mason is also a licensed real estate agent serving as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Kevin Brettell is a financial advisor at Equitable Advisors with 17 years of industry experience. He has been with Equitable Advisors since 2009, previously affiliated with AXA Advisors, LLC. In addition to his advisory role, Brettell is involved in property and casualty insurance sales through several agencies in Bethlehem, PA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Daniel Schmidt is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with Pfs Investments Inc and Primerica Financial Services since 2009. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets for individual, corporate, and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and provides various portfolio models, including those investing in cryptocurrency exchange-traded funds.

Zachary Long is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and two years of industry experience. His prior work includes roles at PNC Bank and Service Electric Network. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Richard Jennings Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jennings also serves as an adjunct instructor at DeSales University, teaching finance courses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alexa Hirschhorn is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Citizens Securities, Citizens Bank, and The Hartford. Outside of her advisory work, she is the sole proprietor of H&D Princesses, a business that provides princess-themed entertainment services. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and various investment strategies to manage approximately $2.74 trillion in client assets.

Matthew McBride is an Investment Consultant who collaborates with clients to develop individualized financial plans that address their current and future needs. He emphasizes providing a transparent and approachable experience, aiming to help clients feel confident and comfortable throughout their financial journey. Matthew's professional experience includes serving as an Associate Wealth Advisor at One Financial Services from 2022 to 2025 and as a Financial Advisor at Edward Jones from 2020 to 2022. Outside of his professional role, Matthew has interests in baseball, golf, social events with friends, parenthood, pets, and reading.