David Whetsell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at LPL Financial, Invest Financial Corporation, and PS Bank. 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, leveraging research from Wells Fargo Investment Institute and third-party sources.

Conor Gum is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at DFPG Investments, Inc. and Serratelli Financial Group, where he also manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Katerina Simonetti Bakh is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Mccaffery is a financial advisor with Raymond James & Associates in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the finance committee for Eastern Pennsylvania Youth Soccer in Plymouth Meeting, PA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a variety of investment approaches, supported by extensive research and affiliated portfolio managers.

John Roesinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a board member for the Coalition to Support and Shelter the Homeless, a nonprofit organization addressing temporary shelter and support services in Central Bucks County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on retirement, tax, estate, and other planning topics without implementation. The firm combines goal-based analyses and managed-account options through a consolidated billing program called WealthPlan, while maintaining separate planning and portfolio management services.

Michael Garnick is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including SGI and WSG & Solutions. Outside of advisory work, he owns and operates Garnick Tax Prep, a tax preparation business. 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, corporations, and institutional investors. The firm offers non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to tailor recommendations.

John Donofrio is a financial advisor with MassMutual Investors Services in Center Valley, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2006. Outside of his advisory role, he is involved in insurance sales and executive benefits consulting and manages a Medicare insurance sales business through Evergreen Wealth Strategies, LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with an emphasis on goal-based analysis and collaborative client relationships.

Robert Stanley is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, Inc., and Merrill. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Recupero is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include work in pharmaceuticals and therapeutics, and he currently serves as a board director at CytoGene Therapeutics. He also receives compensation for sales and referrals related to home security and mortgage products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors and select corporate and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and operates with approximately $15.5 billion in assets under management.

Jessica Leach is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at firms including CUSO Financial Services, Santander Securities, and Santander Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Tyler Anderson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has recently entered the industry and has worked in various roles including hospitality and education prior to joining the financial services sector. Outside of his advisory role, he has experience managing operations at local businesses such as Thirsy Turtle Tavern and Keystone Pub & Grill. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning engagements supported by technology and educational seminars, serving a broad range of client needs.

Brenda Bagonis Cooke is a financial advisor at OSAIC with 36 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Royal Alliance Associates and Signator Investors. Outside of her advisory role, she operates a short-term rental business called Gettysburg Getaway. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

James Witner is a financial professional with five years of industry experience, currently associated with Cetera. He holds the Series 65 designation and has worked at various firms including Rosenzweig & Associates and Diversified, LLC. Witner is also involved with Van Pelt Wealth Advisors, where he conducts investment research and operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Dianne Machinist is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 40 years of industry experience, including over nine years with Mass Mutual Investors Services and ten years with Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she is also a licensed agent for individual life, health, group life, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning approaches.

Joseph Lundy is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1982. Lundy has also been affiliated with Bank of America since 2010. 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 and profit-sharing plans, corporations, and charitable organizations.

Ronald Roebuck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include 15 years at M&T Securities and a brief tenure at LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jennifer Riggs is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Primerica Advisors since 2013 and recently assumed a role at Blue Mountain Financial Group. Outside of her advisory work, she manages OTA, LLC and serves as Co-CEO and business partner at Next Level Integrated Industries, a business consulting firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes third-party asset manager curation and uses an exclusively percentage-based wrap fee structure.

Tara Kelsey is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Philip Salib is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior roles include working at CUSO Financial Services, LP and First Commonwealth Federal Credit Union. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and risk management tools.

Connor Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA. He holds a Series 66 designation and has 10 years of industry experience, including four years at UBS Financial Services prior to joining Wells Fargo in 2020. 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.