Richard Jennings Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jennings also serves as an adjunct instructor at DeSales University, teaching finance courses. 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 services. The firm’s 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.

Alexa Hirschhorn is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Citizens Securities, Citizens Bank, and The Hartford. Outside of her advisory work, she is the sole proprietor of H&D Princesses, a business that provides princess-themed entertainment services. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and various investment strategies to manage approximately $2.74 trillion in client assets.

Matthew McBride is an Investment Consultant who collaborates with clients to develop individualized financial plans that address their current and future needs. He emphasizes providing a transparent and approachable experience, aiming to help clients feel confident and comfortable throughout their financial journey. Matthew's professional experience includes serving as an Associate Wealth Advisor at One Financial Services from 2022 to 2025 and as a Financial Advisor at Edward Jones from 2020 to 2022. Outside of his professional role, Matthew has interests in baseball, golf, social events with friends, parenthood, pets, and reading.

Donna Yale is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers a broad range of investment and financial services.

Andrew Johnson is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Edward Jones and The Vanguard Group. Mass Mutual Investors Services 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, employing firm-approved software and collaborative annual planning relationships.

Donald Gretta is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance since 2012. In addition to his advisory role, he works as an insurance agent specializing in individual life, health, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and a range of event-driven planning services.

Jon Thomas is a financial advisor with LPL Financial based in Easton, PA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Personal Dollar Management and Cadaret, Grant & Co., Inc., each for 32 years. He is also involved in non-variable insurance related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research while providing both discretionary and non-discretionary management options.

Douglas Brinker is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise and its affiliates since 2018 and previously spent four years at Investment Professionals Inc. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm is a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Frank Marano is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with Saint Anthony of Padua Catholic Church in a charitable capacity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and planning strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Deborah Hamburger is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her work history includes roles at PFS Investments, Blue Mountain Financial Group, and Primerica Financial Services. Outside of financial advising, she is a self-employed artist selling her own artwork. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Dawn Tobin is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Commonwealth Financial Network, Vicus Capital, Cetera Advisor Networks, and Great Scott Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Steven Shermetta is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and also maintains a role with MassMutual Life Insurance Company since 2013. Shermetta previously worked for the Saucon Valley School District for seven years. Outside of his advisory work, he is licensed as an insurance agent specializing in life, health, group insurance, disability, long-term care, and annuities. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Thomas Fulfaro is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 17 years of industry experience. His prior roles include positions at LPL Financial, Transamerica Retirement Solutions, Guardian Life Insurance Company, and Park Avenue Securities. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved software and delivers written recommendations, with implementation handled through separate brokerage or insurance arrangements.

William Reimold is a financial advisor with LPL Financial in Allentown, PA, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has been with LPL Financial since 2014. He is involved with Mid-Atlantic Pension Specialist, Inc., a third-party administrator outside of his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios and research from both internal and third-party sources.

Wadid Yunez is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. outside of his current role. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Carter Atkins is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has worked with Wells Fargo firms since 2009, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as an executor for his father's estate. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Michael Dewhurst is a financial advisor at Merrill with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2012. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Gregory Lauray is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 28 years of industry experience. He has worked with Cetera and its affiliated entities since 2005 and also owns and manages a CPA firm specializing in accounting and tax preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of discretionary and non-discretionary strategies.

Edward Winters Jr. is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Winters serves as a power of attorney for his son. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary solutions, model portfolios, and access to third-party managers.