Carolyn Verba is a Series 66-licensed financial advisor with Ameriprise in Allentown, PA, and has one year of industry experience. She previously worked at Thornabbey Risk Management and Osaic Wealth Inc. from 2012 to 2025. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized retirement-income consulting team.

Joshua Hinkle is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a director and coach for a youth travel baseball organization, Rotties Baseball Inc. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is guided by its proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Aissatou Fall is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Levent Bayrasli is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Ameriprise and its related entities since 2012. Bayrasli serves as a managing partner of Sonic Series LLC and is a board member of the Estate Planning Council of the Lehigh Valley. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, supported by a centralized consulting team.

Raymond Attisano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, and small business strategies, serving clients including entrepreneurs and business executives. With experience as a financial analyst, payroll and 401(k) administrator, and a former small business owner, Ray brings a comprehensive understanding of financial and business challenges to his advisory role. Ray holds a Bachelor's Degree in Finance from Rider University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has also been involved in professional and community organizations such as AHEPA Homer Chapter 65 and the Easton Area High School Girls Lacrosse team. Outside of his professional work, Ray is active in his community, assisting charitable organizations including AHEPA Homer Chapter 65 and participating in youth sports coaching. He currently serves as the varsity head coach for the Girls Lacrosse team at Easton Area High School. Ray and his wife Anastasia reside in Easton, Pennsylvania with their three children.

Robbie Hicks is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc., LVPG, Primerica Financial Services, and SLPG. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm operates at scale with a model-driven investment approach supported by third-party asset managers and custodians.

Nathanael Radcliff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and also has a background involving several hospital roles. Outside of advisory services, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is a large-scale firm offering a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services mainly through model recommendations created by third-party asset managers.

Patrick Looney is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at T. Rowe Price and One Main Financial. His background also includes nine years at Westhampton Country Club. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements utilizing firm-approved software and education seminars, with optional implementation of recommendations through separate brokerage or insurance arrangements.

David Ortman is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 1999, including a three-year tenure at Charles Schwab Bank, SSB. Based in Bethlehem, PA, he provides advisory services through one of the largest firms in the industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Devon Robinson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at firms including Merrill Lynch Pierce Fenner & Smith, Citizens Securities, and currently at Fulton Bank and Raymond James Financial Services Advisors, Inc. Outside of his advisory role, he is involved with Fulton Financial Advisors in a non-investment capacity. 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 employs non-discretionary planning and analytical tools to tailor recommendations, and maintains unique affiliations and service offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Anson Dewar is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His background includes roles in logistics and technology companies as well as work in education. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and proprietary programs.

Nicole Andre is a Financial Consultant at Fidelity Investments, bringing over two decades of experience in the financial services industry. She collaborates with clients to define their personal, professional, and financial goals, developing strategies that are goal-focused, understandable, and easy to implement. Nicole's career spans various roles including Regional Sales Manager at Citizens Investment Services, Branch Manager positions at Lincoln Investment and Scottrade, and Stock Broker and Intern roles at Scottrade. Her extensive experience equips her to assist clients in planning for their futures using the broad range of tools and resources available at Fidelity. Outside of her professional work, Nicole enjoys activities such as beach outings, football, horseback riding, caring for pets, puzzles, and soccer.

Gregory Falkenbach is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and has over five decades with MassMutual Life Insurance Company. In addition to his advisory role, he works as an agent specializing in life, disability income, and long-term care insurance. 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 programs, structuring financial planning as annual collaborative engagements that utilize firm-approved analytical tools and focus on recommending investment strategies.

James Keim III is a financial advisor with Ameriprise in Blue Bell, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he owns JKJ Consulting, a consulting business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering tailored recommendation reports and combining research, modeling, and tax-efficiency analysis to support clients’ retirement strategies.

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.

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.

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.