Christopher Schlack is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he co-owns an LLC with his wife that manages a residential property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Brian Bostancic is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Courtney Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2009 and focuses on delivering comprehensive wealth management strategies tailored to individual client needs. Courtney's approach emphasizes listening to clients and helping them make informed decisions to develop personalized financial plans. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Courtney holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree and an Accredited Certificate from Cedar Crest College. Beyond her professional work, Courtney is involved in community activities such as Junior Achievement and the PTA. Her personal interests include biking, cooking, gardening, music, reading, running, skiing, spending time with family, traveling, and yoga.

David Romanelli is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets. Romanelli serves on the finance committee and board of Meals on Wheels of the Greater Lehigh Valley, a nonprofit providing meals to the elderly. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling tools, serving clients through a broad offering that includes retail, institutional, and specialized investment services.

Yves Roussel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and HSBC Bank USA N.A. He also serves as a trustee managing investment-related matters for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Matthew Funk is a CFP®-designated financial advisor at OSAIC with 21 years of industry experience. He previously worked at Royal Alliance Associates, INC. for eight years and Sii for fourteen years. Funk is also a member of his homeowners association condo board. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment types, offering both discretionary and non-discretionary account management.

Robert Pretopapa is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and a total of 22 years of industry experience. He has worked at LPL Financial since 2008. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Maureen Berger is a financial advisor at Merrill with Series 63 and Series 65 licenses and 45 years of industry experience. She has been with Merrill since 1979. Outside of her advisory role, she serves as a power of attorney for family members. 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 plans, corporations, and charitable organizations.

Duane Young is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, Citizens Securities, and PNC Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 Wells Fargo Investment Institute and third-party sources.

Michael Jordan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Bank NA. 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.

Dana Rosewag is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers financial planning through its Financial Advisors and Estate Planning Strategies Group.

Daniel Weidenhammer is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Key Investment Services LLC and Santander Securities LLC. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, while acting as an ERISA fiduciary.

Benjamin Antonchak is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various Cetera entities since 2022 and operates under his own financial services businesses, Antonchak and Balkcom Financial Services and Antonchak Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party managers.

James Steckel is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously spent 13 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, Steckel is licensed as an insurance agent offering various health and fixed insurance products. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple advisory platforms to construct tailored investment portfolios.

David Richards is a financial advisor with Ameriprise in Coplay, PA, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2014, with prior roles at Tom James Company, Blakely Financial, Commonwealth Financial, and RoNetco. Outside of his advisory work, Richards serves on multiple boards including the Jerry Zimmerman Memorial Chapter Board, the Baum School of Art, and the Masonic Lehigh Lodge #326, where he participates in financial oversight and fundraising activities. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver annual, personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robin Brubacher is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1985. 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 developed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Medici is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. He has previously worked at Fox Financial Group and Heart & Home Realty, where he has been involved in both financial and real estate services. 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 a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Andrew Reichard is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes roles at Equitable Advisors, Mass Mutual Greater Philadelphia, and The Rockland Group-Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Lindenmuth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2013 and is also involved with Safety Rail Source as an administrative assistant and serves as a middle school soccer coach at Coventry Christian School. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and Pershing for custody and trade execution.

Harrison Bromley is a CFP® professional affiliated with Wells Fargo Clearing, with nine years of industry experience. His prior roles include positions at The Vanguard Group, Wealthcare Advisory Partners LLC, LPL Financial, Miller's Insurance Agency, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products, such as insurance-related vehicles and bank deposit sweep options.