Kristen Lipovsky is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She previously worked at Oppenheimer & Co, Inc. for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Jonathan Cohen is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2015. In addition to his advisory role, he serves as a soldier in the US Army National Guard. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Boyle is a CFP® with 19 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 16 years. Boyle holds roles outside of advising, including board membership at the Parkland Education Foundation, a nonprofit supporting educational and extracurricular programs in the Parkland School District. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to manage portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Katrina Noldy is a financial advisor at Morgan Stanley with the Series 66 designation and six years of industry experience. She joined Morgan Stanley in 2019 after working in various roles in hospitality and retail. Outside of her advisory work, she is employed as a waitress at Bru Daddy's Brewery in Allentown, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Stephen Bajan II is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Easton, PA since 2014. He holds the Series 66 designation and has been with Edward Jones for his entire advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Kristie Strubeck is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and has worked at Raymond James in various capacities since 2016, including her current role since 2019. Prior to her current position, she was an advisor with Evans Wealth Strategies. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles, supported by extensive research and advisory programs.

Glenn Baumer is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983. Baumer has also worked at Bank of America, N.A. since 2011. Outside of his advisory work, he is the owner of Cedar LLC, a for-profit business. 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 strategies designed by internal and third-party managers.

Sibyl Saager Zekic is a financial advisor with Stifel in Bethlehem Township, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jeffrey Weiss is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch Pierce Fenner and Smith since 1999 and at Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property in Norfolk, Virginia. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Liebert is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2009. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rachel Walter is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior work includes 26 years at Metlife Securities Inc. She is also licensed as an agent for individual and group life and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

James Cuccaro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Phelps is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Wells Fargo in 2022, he worked for Ameriprise Financial Services for 13 years. Outside of finance, Phelps owns and operates Chilly Willy DJ Productions and serves as a soccer referee for Grassroots Soccer. 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 roughly $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Eibach is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she co-owns a rental property in State College, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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.

Jeffrey Hummel is a financial advisor with Ameriprise, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cornerstone Institutional Investors and operating his own advisory practice. Outside of his advisory work, he owns a business that manages rental properties, overseeing payments, maintenance, and record-keeping. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Austin Pierce is a financial advisor at Morgan Stanley with a Series 66 designation and experience in both public accounting and financial services. He previously worked at Deloitte & Touche LLP for six years and has held roles at EY, Guidehouse LLP, PwC LLP, and Plante Moran. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Nathan Shive is a financial advisor with MassMutual Investors Services in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at MetLife Securities, Inc. and Metropolitan Life Insurance Company from 2006 to 2017. In addition to his advisory work, he is involved in life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides a range of event-driven planning services.

Alfred Haddad II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as the head soccer coach at Parkland High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through structured discovery conversations and firm-approved tools.

Brendan Schaaf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and currently based in Allentown, PA. He has been with Wells Fargo Clearing since 2025 and has prior experience at Pro Football Focus and PNC Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.