Irish Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at various Wells Fargo entities since 2013. Outside of his advisory role, he has a 50% ownership interest in ISJ CO LLC, a retail product business based in East Stroudsburg, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

George Mantzoros is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, as well as Series 63 and 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Robert Springer is a CFP® with 47 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 25 years. Outside of advising, he is a member of the finance committee for the Saucon Valley Home Owners Association, assisting with the community’s yearly budgeting. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party-managed accounts to construct portfolios across various asset classes.

Hanh Nguyen is a financial advisor with Wells Fargo Clearing in Harrisburg, PA, holding Series 63 and Series 66 licenses and 12 years of industry experience. Nguyen has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Bilger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Avantax and operates Bilger & Co., CPAs LLC, which offers accounting, tax, and financial services. Outside of his advisory work, he serves as president of the Upper Bucks Ski Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a large nationwide network of advisors.

Andrew Warner is a ChFC® with 37 years of experience in the financial services industry. He has worked with Mass Mutual Investors Services since 1999 and has been associated with Warner & Co since 1993. Outside of his advisory work, he owns and operates Black River Farms, a winery and farm in Bethlehem, PA. MassMutual 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, using detailed client analysis and collaborative planning approaches without discretionary authority for advisers.

Sean Miller is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he held positions at BBraun, The Home Depot, and FedEx among other companies. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and third-party advisor recommendations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

De'baron Davis is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at firms such as LPL Financial LLC, Guardian Life Insurance Company, and Bankers Life Securities Inc. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Steven Bond is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, Bond serves as the treasurer of the Optimist Club of Kutztown Foundation, which supports youth activities and fundraising events in the local community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Jason Devlin is a Financial Consultant currently with Fidelity Investments, a role he has held since 2026. He has over two decades of experience in the financial services industry, having served in various capacities including Investment Consultant and Branch Leader at Fidelity Investments, VP Financial Consultant at Charles Schwab, Senior Manager in Wealth Management at TIAA, and multiple roles at Merrill Lynch. His expertise covers retirement and income planning, investment allocation, tax-efficient investments, and estate or legacy considerations. Jason aims to assist clients and their families in understanding their financial situations and developing strategies aligned with their goals. Outside of his professional work, Jason engages in boating, family activities, fishing, outdoor adventures, swimming, and traveling.

Kelly Rindock is a Series 66–licensed financial advisor with Raymond James & Associates in Allentown, PA. Rindock has 18 years of industry experience and has been with Raymond James & Associates since 2007. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Robert Simon is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He previously worked for nine years at Morgan Stanley Private Bank, National Association. He holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable emphasis on insurance-related investment options and bank deposit sweep programs.

Terri Campbell serves as Vice President, Financial Consultant at Fidelity Investments. In this role, she partners with individuals and families to design and implement personalized financial plans that support long-term wealth management and income objectives. Her approach involves collaboration to ensure each plan reflects clients' unique preferences, risk tolerance, and evolving financial goals. Terri has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and now Vice President, Financial Consultant. This experience has provided her with a comprehensive understanding of financial consulting and investment strategies.

Gary Karch is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Merrill since 1987 and has also worked at Bank of America since 2009. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Courtney Boslough is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. She has been associated with MassMutual Life Insurance Company and MML Investors Services, LLC since 2017 and has also worked with the Philadelphia Eagles from 2014 to 2025. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to provide written recommendations in collaborative annual engagements.

Jeffrey Herr is a financial advisor with Merrill in Allentown, PA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Bank of America, Truist Investment Services, Truist Advisory Services, and BB&T Retirement & Institutional Services. He also has experience working with DeSales University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Wolfer is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Michael Mowad is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020 and also works as an independent benefits advisor. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies overseen by unaffiliated asset managers.

Jill Hahn is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Merrill since 1980. Outside of her advisory role, she owns and operates a sole proprietorship selling products on Etsy. 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 investment strategies.

Mark Lasko is a financial advisor with MassMutual Investors Services in Allentown, PA, holding a Series 63 designation and having 35 years of industry experience. He has worked at MassMutual Investors Services since 2017 and has longstanding tenure with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 1991. In addition to his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. MassMutual Investors Services 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, and educational seminars, emphasizing collaborative annual planning engagements without discretionary investment authority.