Lorraine Gerra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo Clearing Services since 2017 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 both brokerage and advisory solutions.

Christopher Barr is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His previous roles include positions at Lockwood Advisors, Inc. and Pershing LLC. He is also involved in individual life, health, and group insurance sales. Mass Mutual 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 using firm-approved analytical tools and provides event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Mason Oteri is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Mason worked in education and spent time involved with a speed raceway. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a collaborative and research-driven process.

Justine Frantz is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Santander Bank, Santander Securities, and Axa Advisors prior to joining Equitable Advisors in 2018. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model that integrates advisory and brokerage services.

Dale Mccandless is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 20 years before joining Osaic in 2018. He is also the President and CEO of Next Step Financial Solutions, an LLC involved in the sale and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset allocation tools, risk assessments, and access to multiple investment platforms.

Scott Brantingson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining Raymond James in 2018, he worked for Wells Fargo Advisors for 10 years. He is also the managing partner of Monocacy Wealth Partners. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Bradford Wankewicz is a financial advisor with Raymond James Financial in Bethlehem, PA, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has worked at Raymond James since 2022 and previously held roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. His other business activities include investment sales and services roles at Fulton Bank NA and Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and has a municipal advisor affiliation that supports public finance work.

Donald Sklanka is a financial advisor with Wells Fargo Clearing in Clarks Summit, PA, holding Series 63 and Series 66 designations and 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He has been with Wells Fargo Clearing since 2016. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Eric Boyle is a CFP® with 19 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 16 years. Boyle holds roles outside of advising, including board membership at the Parkland Education Foundation, a nonprofit supporting educational and extracurricular programs in the Parkland School District. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to manage portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

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.

Travis Shearer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His work history includes roles at Blue Mountain Financial Group and Primerica Financial Services. Outside of finance, he is a partner at Jacobs Valley Farm, a livestock business, and has served with the Penn Township Police Department since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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.

John Noon II is a financial advisor with Primerica Advisors in Allentown, PA, holding a Series 66 designation and 12 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2013 and was previously employed at Schwabe Contracting Inc. Noon is the owner of Noon Enterprises LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

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.

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.

Rachel Walter is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior work includes 26 years at Metlife Securities Inc. She is also licensed as an agent for individual and group life and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

James Cuccaro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.