Tiffani Tita is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. Her prior roles have been exclusively within Ameriprise and its affiliates. Outside of her advisory work, she is involved with BW Nice Lehigh Valley, a community service and networking organization. Ameriprise is an institutional firm that provides retirement-income planning services primarily to individuals with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Mason Smith is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in various roles including real estate sales at Iron Valley Real Estate Northeast. Mason is also a licensed real estate agent serving as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Kevin Brettell is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor AXA Advisors, LLC. Outside of his advisory role, Brettell is involved in property and casualty insurance sales through multiple agencies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through various advisory models and third-party program sponsors.

Kevin Kusmierz is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he worked at Tocolo Cantina and Hofstra University. 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 a broad range of clients including individuals, high-net-worth investors, and organizations.

Daniel Schmidt is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He has worked at Pfs Investments Inc and Primerica Financial Services since 2009. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering advisory services through a large network of advisors who present model-based investment recommendations.

Zachary Long is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Raymond James Financial Services, PNC Bank, and a decade at Service Electric Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Richard Jennings Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2016, he worked with Raymond James Financial and Cetera Investment Services. He also serves as an adjunct instructor at DeSales University, teaching a finance course. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions.

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 63 and Series 66 designations and six years of industry experience. His prior work includes positions at Edward Jones and The Vanguard Group. Outside of advisory activities, he manages a residential rental property. Mass Mutual Investors Services operates as 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, and educational seminars, focusing on annual collaborative planning engagements tailored to client goals.

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, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Personal Dollar Management and Cadaret, Grant & Co., Inc. for over three decades. Outside of advising, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on diversified investment strategies and operational support tools.

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 with Mass Mutual Investors Services in Center Valley, PA. She holds the Series 66 designation and has 23 years of industry experience. Her prior roles include positions at 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 serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

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 at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 2014, following four years at Mass Mutual Investors Services. He is involved with Mid-Atlantic Pension Specialist, Inc., a third-party administrator not related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.