Karen Schoeller is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior firms include Morgan Stanley, McQueen Ball and Associates, CAPTrust, and CapFinancial Services. Schoeller has been with MassMutual since 2021. Mass Mutual Investors Services 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 collaborative, annual planning relationships using firm-approved analytical tools.

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.

Bradley Knecht is a financial advisor at Edward Jones in Quakertown, PA, holding a Series 66 designation with eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent ten years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. 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.

Philip Mason is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and also maintains a managing partner role at The Liminal Partners, LLC, providing consulting and administrative support services to ultra-high-net-worth business owners and their families. Additionally, Mason works as an insurance agent specializing in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches, and emphasizes defined event-driven planning programs.

Ted Wiedenman is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of Financial Consultants providing financial and investment guidance to Fidelity customers. He has held this leadership role since 2014. Ted has been with Fidelity Investments since 1998, progressing through various positions including Branch Service Manager II, Branch Service Manager, Account Executive, Investor Center Financial Planning Consultant, Investment Representative, and several other roles. His extensive experience covers financial consulting, investment services, and branch management within the organization. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Janna Lutz is a financial advisor with Edward Jones in Red Hill, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2026, she worked at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Lutz’s background also includes roles at American State Bank & Trust Company and CHI St. Alexius Health Williston. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Malcolm Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent five years with PNC Investments. Outside of his advisory role, he owns and manages a family rental property business in Sellersville, Pennsylvania. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients, utilizing both internal and third-party managers.

Daniel Chapman is a Financial Consultant at Fidelity Investments, where he focuses on understanding the financial goals and priorities of his clients and their families. He emphasizes building strong, trust-based relationships and works collaboratively to develop personalized financial plans that address retirement, income planning, and investment strategies. Daniel has extensive experience in the financial services industry, having held positions at Merrill as a Financial Solutions Advisor, VP, and at Wells Fargo as a Regional Private Banker, AVP. His career also includes roles as a Financial Specialist at PNC Bank and Wachovia Bank, reflecting a broad background in financial advising and client service. Outside of his professional work, Daniel has interests in biking, fitness, golf, pets, photography, and traveling.

Kurt Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Diehl Financial Group since 2020 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2007 and 2006, respectively. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on portfolio management rather than institutional pension or profit-sharing plans.

Michael Kern is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Group, NEXT Financial Group, and Porter and Guide Wealth. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 22 years of industry experience. She previously worked at Securities America, Park Avenue Securities, and Guardian Life Insurance, among other firms. Liedike is also a partner at Proactive Tax Strategies, LLP, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of strategies and technology tools to support its extensive network of advisors.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Shane Davis is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Enterprise LLC and Guardian Life. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service designed for clients approaching or in retirement, which includes written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Thomas Bradshaw is a financial advisor at Ameriprise with 21 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he serves as secretary on the board of directors for the Schnecksville Playground Association. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with personalized retirement income planning, utilizing proprietary research and structured recommendations within a defined investment framework.

Gregg Hoffman is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. Beck, Inc., Securities America Advisors, Inc., and Grove Point Investments, LLC. Outside of his advisory role, he is an active musician playing the trombone with the Red Hill Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of investment strategies.

Bradford Greenawald is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves on the Board of Directors and as Assistant Treasurer for the Lehigh County Agricultural Society. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Linwood Giles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Blue Mountain Financial Group, PFS Investments, and Primerica Financial Services. Outside of his advisory roles, he is involved with St Matthews Evangelical Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Steven Grazio is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His background includes roles at Blue Mountain Financial Group and Jefferson, alongside prior experience at AstraZeneca and Philadelphia University. Outside of his advisory work, he owns Elysium Property Management in Hamburg, NJ. 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 entities. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.

Matthew Staples is a CFP® certificant with 24 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise Financial Services for ten years. Outside of his advisory role, he operates a basic tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Richard Graber is a financial advisor with Thrivent Investment Management in Perkasie, Pennsylvania. He holds a Series 66 designation and has 11 years of industry experience, all with Thrivent Financial and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning addressing a range of topics and offers a combined planning and managed-account service called WealthPlan while keeping advisory functions separate.