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, focusing on helping families and small businesses with their financial planning and strategies. Since February 2014, Matthew has served as a Vice President and Wealth Management Advisor at Merrill Lynch, following a tenure as a Financial Advisor with Morgan Stanley starting in 1998. Matthew earned the CERTIFIED FINANCIAL PLANNER® certification in 2004 and the Chartered Financial Consultant® designation in 2007. He holds FINRA series 7, 31, and 66 registrations along with Life and Health Insurance licenses. Academically, he graduated Cum Laude from Bloomsburg University with degrees in Business Finance and Arts and Science Economics, and he obtained a Personal Financial Planning Certificate from Moravian College in 2004. Residing in Plainfield Township, Pennsylvania, Matthew is involved in his community as a volunteer coach for several local athletic associations. He has coached youth sports such as football, soccer, basketball, baseball, and softball for the past 10 years. Matthew lives with his wife, Melissa, and their three children.

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.

Jennifer Ceneviva is a Series 66-registered financial advisor with Edward Jones, based in Bethlehem, PA. She has 16 years of industry experience and has been with Edward Jones since 2009. Outside of her advisory role, she serves as a trustee for Central Moravian Church in Bethlehem, managing its temporal and financial affairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 advisors, offering a range of advisory and investment services under a fiduciary standard.

Linda Modico is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has worked at UBS since 1996. Outside of her advisory role, she is involved with P. M.-B. Trust, where she reviews trades, payments, and investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services through a large network of financial advisors.

Breanne Pfeffer is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2014, concurrently serving at Bank of America since 2017. Breanne is also a board member of the Society of Human Resource Management, participating in community relations activities in the Lehigh Valley area. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derick Colonello is a Private Wealth Advisor at MKG & Associates, specializing in developing customized portfolio strategies for families and institutions. With over 25 years of experience in financial services, he focuses on investment analysis and implementation, wealth strategy, and portfolio management. Derick tailors strategic and tactical investment approaches to align with clients’ unique needs, priorities, and tax sensitivities. He holds a Bachelor's degree from Oakland University and has earned the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Derick is also a Personal Investment Advisor (PIA) and a member of the CFA Institute. His professional expertise includes tax minimization, portfolio management services, family wealth and legacy planning, philanthropic planning, and education planning. Derick is actively involved in his community, serving on the board of Men of the Sacred Heart and as a board member of Legatus. He coaches children’s soccer teams and resides in Rochester Hills, Michigan with his wife Diane and their seven children.

Sarah Cressley is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its network of Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by in-house investment research.

Dylan Stroup is a Series 66-licensed financial advisor with Equitable Advisors in Bethlehem, PA, where he has worked since 2010. He has 15 years of industry experience, including a decade with Axa Advisors. Outside of his advisory work, he serves on the boards of Keyan Health Care Initiatives and the Boys & Girls Club of Bethlehem. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model to tailor services based on client goals and risk tolerance.

Michael Matejcek is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Avantax Insurance Agency, Lincoln Financial Group, and North American Company. He is also president of Financial Strategies & Designs, Inc., which provides tax preparation and accounting services alongside fixed insurance solutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management options and operates a multi-manager platform with discretionary and non-discretionary services.

Carolyn Verba is a Series 66-licensed financial advisor with Ameriprise in Allentown, PA, and has one year of industry experience. She previously worked at Thornabbey Risk Management and Osaic Wealth Inc. from 2012 to 2025. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized retirement-income consulting team.

Joshua Hinkle is a financial advisor at Stifel with 12 years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory role, Hinkle is involved in youth sports as a director and coach for Rotties Baseball Inc., a youth travel baseball organization. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kurt Kowalski is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he worked at Portnoy Schneck, LLC and operated his own law office for five years. He maintains his law license by meeting continuing education requirements, although he is not currently practicing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling to support client goals.

Aissatou Fall is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Levent Bayrasli is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Ameriprise and its related entities since 2012. Bayrasli serves as a managing partner of Sonic Series LLC and is a board member of the Estate Planning Council of the Lehigh Valley. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, supported by a centralized consulting team.

Raymond Attisano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, and small business strategies, serving clients including entrepreneurs and business executives. With experience as a financial analyst, payroll and 401(k) administrator, and a former small business owner, Ray brings a comprehensive understanding of financial and business challenges to his advisory role. Ray holds a Bachelor's Degree in Finance from Rider University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has also been involved in professional and community organizations such as AHEPA Homer Chapter 65 and the Easton Area High School Girls Lacrosse team. Outside of his professional work, Ray is active in his community, assisting charitable organizations including AHEPA Homer Chapter 65 and participating in youth sports coaching. He currently serves as the varsity head coach for the Girls Lacrosse team at Easton Area High School. Ray and his wife Anastasia reside in Easton, Pennsylvania with their three children.

Robbie Hicks is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc., LVPG, Primerica Financial Services, and SLPG. Outside of his advisory role, he is involved in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with thousands of advisors and offices, offering model-based investment strategies managed by third-party asset managers.