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 with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at T. Rowe Price and One Main Financial. MassMutual 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 seminars, using a collaborative approach with firm-approved tools to analyze client goals and deliver written recommendations.

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.

Roger Yoh is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has been with Thrivent since 2015. Outside of his advisory role, he serves on the board of the Reading Berks Basketball Association, where he chairs the Hall of Fame Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option called “WealthPlan.”

Anson Dewar is a financial advisor with Equitable Advisors in Bethlehem, PA, holding a Series 66 designation and one year of industry experience. His background includes work at Frontgrade Technologies, Seven-4 Logistics LLC, and various educational roles. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, relying on both proprietary and third-party investment solutions.

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 in Allentown, PA, holding Series 63 and Series 66 designations and 11 years of industry experience. She has worked with Wells Fargo Bank and Wells Fargo Clearing since 2013. Outside of her advisory role, she co-owns ISJ CO LLC, a retail business based in East Stroudsburg, PA. 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 provides both brokerage and advisory solutions.

Robert Springer is a CFP® professional with 47 years of industry experience, currently advising at Osaic since 2023. He previously spent 25 years with FSC Securities Corporation. Outside of his advisory work, he serves on the finance committee of the Saucon Valley Homeowners Association, assisting with community budgeting. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and provides a broad range of financial planning and investment management programs.

Hanh Nguyen is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. 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, relying on research and modern portfolio theory to guide investment decisions.

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.