Harold Cook Jr. is a CFP®-designated financial advisor with Ameriprise in Easton, PA, bringing 38 years of industry experience. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a co-owner of LeVal Logic LLC, contributing to marketing and consulting services. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing detailed, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Walter Roland IV is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at ADP Broker Dealer, Inc. and Penn State University. He is also engaged in outside insurance sales, offering life insurance, disability, long-term care, and fixed annuity products not available through MassMutual. Mass Mutual Investors Services, LLC 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 advisory engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Mark Strube is a financial advisor with Wells Fargo Clearing in Carlisle, PA, holding the Series 63 and Series 66 designations and with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for Son's Trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep options.

Adrianne Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 63 designation and has worked with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1997. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer-based Corporate Financial Planning agreements.

Richard Clapp Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Trexlertown, PA. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Johnson is a financial advisor with Ameriprise in Allentown, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is involved in tax preparation services through his business, Windsor Way Tax Service, and works as an independent contractor for taxfyle.com, providing tax return preparation. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, supported by a centralized retirement-income consulting team that generates personalized, research-driven recommendations.

Bryan Pojanowski is a financial advisor at Osaic Wealth, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Osaic in 2023. He is also a licensed insurance agent and provides insurance product recommendations to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses proprietary asset-allocation tools and third-party resources to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Catherine Symanek is a Series 66-licensed financial advisor with Morgan Stanley in Allentown, PA, where she has worked since 2009. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Rekha Trivedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Trivedi owns a rental property in Allentown, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frank Colangelo is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he owns an insurance agency that sells term insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both brokerage and advisory services supported by an extensive network of advisers and utilizes various tools and third-party platforms to construct and manage diversified investment portfolios.

Michael Landis is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. He also serves as a trustee managing investment-related matters for family trusts. 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 employs research and analytics to support portfolio diversification and offers a broad range of brokerage and advisory solutions.

Gloria Mondschein is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Sean Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020 before joining Wells Fargo Clearing in 2020. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Gabrielle Matejcek is a financial advisor with Cetera who holds the Series 66 designation and has six years of industry experience. She previously worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory work, Matejcek is a board member of Catholic Charities, contributing to governance and strategic planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers diverse investment programs, combining discretionary and non-discretionary management with access to affiliated and third-party managers.

Stephen Bishop is a financial advisor with Mass Mutual Investors Services in Bethlehem, PA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with MML Investors Services and MassMutual since 2015 and has also been involved with Weichert Realtors since 2013. Outside of his advisory role, he is engaged in executive benefit funding and analysis as well as life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides educational seminars along with specialized planning programs.

Kevin Welsh is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 27 years of industry experience. His career includes roles at Securities America, Saybrus Equity Services, and Wells Fargo Advisors. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research and analytics.

Michael Stockmal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a long tenure with Wells Fargo Bank, N.A. since 2012. Outside of his advisory role, he works as a ski instructor at Blue Mountain Ski Area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Tracy Cole is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1992. 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.

Maxwell Pacentrilli is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles outside the financial industry, including positions at Outback Steakhouse and Albright College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Genova is a CFP® with 42 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at FSC Securities Corp. for eight years and OSAIC for two years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs, including municipal and public-finance services.