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.

Kenneth Gula is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America, Bestvest Investments Ltd, and Vision Financial Group. In addition to his advisory roles, he owns Vision Financial and Insurance Group, providing insurance and financial planning services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization. The firm supports advisors through a broad multi-advisor platform with various managed account programs and third-party manager options.

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.

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.

Peter Scudner is a Wealth Management Advisor and Portfolio Manager with extensive experience in financial services. Currently, he serves as Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he holds the Certified Investment Management Analyst® and Chartered Retirement Plan Specialist™ designations, as well as the Senior Retirement Benefit Consultant designation. Peter specializes in working with high-net-worth individuals, business owners, and their companies, focusing on portfolio management, succession planning, retirement planning, estate planning, and various investment strategies. With over 35 years of experience in the financial industry, Peter has held diverse roles on both the client and corporate management sides. He earned a bachelor's degree from The Catholic University of America, where he also served as Chairman of the Board of Regents. Peter's involvement in professional and community organizations includes past chairmanships and leadership roles such as Chairman of Triode Media Group Ltd., Trustee of the Pennsylvania College of Art & Design, past President of the North Museum of Natural History and Science Board of Directors, and past Chairman of USA Table Tennis's Board. Peter resides in Lancaster with his wife Terri and has three grown children working in the creative arts. His personal interests include photography, spending time with his family, and traveling.

Jeffrey Herr is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Bank of America and Truist Investment Services, as well as work with DeSales University. 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 and profit-sharing plans, corporations, and charitable organizations.

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.