Daniel Schmidt is a financial advisor with Primerica Advisors in Allentown, PA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2009. 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 clients. The firm operates on a large scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Zachary Long is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Raymond James Financial Services, PNC Bank, and a decade at Service Electric Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Richard Jennings Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2016, he worked with Raymond James Financial and Cetera Investment Services. He also serves as an adjunct instructor at DeSales University, teaching a finance course. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Donna Yale is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers a broad range of investment and financial services.

Andrew Johnson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and six years of industry experience. His prior work includes positions at Edward Jones and The Vanguard Group. Outside of advisory activities, he manages a residential rental property. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements tailored to client goals.

Donald Gretta is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance since 2012. In addition to his advisory role, he works as an insurance agent specializing in individual life, health, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and a range of event-driven planning services.

Douglas Brinker is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise and its affiliates since 2018 and previously spent four years at Investment Professionals Inc. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm is a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Frank Marano is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with Saint Anthony of Padua Catholic Church in a charitable capacity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and planning strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Deborah Hamburger is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her work history includes roles at PFS Investments, Blue Mountain Financial Group, and Primerica Financial Services. Outside of financial advising, she is a self-employed artist selling her own artwork. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Dawn Tobin is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Commonwealth Financial Network, Vicus Capital, Cetera Advisor Networks, and Great Scott Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Steven Shermetta is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and also maintains a role with MassMutual Life Insurance Company since 2013. Shermetta previously worked for the Saucon Valley School District for seven years. Outside of his advisory work, he is licensed as an insurance agent specializing in life, health, group insurance, disability, long-term care, and annuities. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Thomas Fulfaro is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 17 years of industry experience. His prior roles include positions at LPL Financial, Transamerica Retirement Solutions, Guardian Life Insurance Company, and Park Avenue Securities. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved software and delivers written recommendations, with implementation handled through separate brokerage or insurance arrangements.

William Reimold is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 2014, following four years at Mass Mutual Investors Services. He is involved with Mid-Atlantic Pension Specialist, Inc., a third-party administrator not related to investment activities. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Wadid Yunez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and Pruco Securities, LLC from 2001 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Carter Atkins is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he serves as executor for his father's estate. Wells Fargo Advisors provides investment advisory and financial planning services to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and a large national platform.

Michael Dewhurst is a financial advisor at Merrill with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2012. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harold Cook Jr. is a CFP®-designated financial advisor with Ameriprise in Easton, PA, bringing 38 years of industry experience. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a co-owner of LeVal Logic LLC, contributing to marketing and consulting services. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing detailed, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Walter Roland IV is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at ADP Broker Dealer, Inc. and Penn State University. He is also engaged in outside insurance sales, offering life insurance, disability, long-term care, and fixed annuity products not available through MassMutual. 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 financial planning, asset management, and educational seminars, structuring advisory engagements as annual, collaborative relationships focused on goal analysis and written recommendations.