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Matthew E

Series 66

Tamaqua, PA

Edward Jones

Matthew Edmonds is a financial advisor with Edward Jones in Tamaqua, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Brenda E

Series 66

Lehighton, PA

Edward Jones

Brenda Edmonds is a financial advisor with Edward Jones in Lehighton, PA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Edward Jones since 2017 and previously spent seven years with Transamerica Agency Network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anthony D

Series 63, Series 65

Tamaqua, PA

OSAIC

Anthony Damiano Jr. is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors for 15 years prior to joining OSAIC in 2025. In addition to his advisory work, he is an insurance agent offering accident and health, disability, life insurance, and annuities, and also works as a substitute teacher for Panther Valley School District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and risk management techniques to construct portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard H

Series 65, Series 63

Hazle Township, PA

Primerica Advisors

Richard Houseknecht is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001, respectively. In addition to advisory work, he is involved in the sale of loan products and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by third parties and supports account custody and trade execution through established custodians, focusing predominantly on individual investors rather than institutional clients.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alex H

Series 66

Jim Thorpe, PA

Cetera

Alex Haggerty is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He is the owner of Haggerty Financial LLC and has previously worked with Avantax and its affiliated entities. Outside of his financial career, he serves as Minister of Music at Trinity Lutheran Church, directing the choir and playing the organ for services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mason O

Series 66

Lehighton, PA

Ameriprise

Mason Oteri is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Mason worked in education and spent time involved with a speed raceway. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a collaborative and research-driven process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dale M

Series 63, Series 65

Lehighton, PA

OSAIC

Dale Mccandless is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 20 years before joining Osaic in 2018. He is also the President and CEO of Next Step Financial Solutions, an LLC involved in the sale and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset allocation tools, risk assessments, and access to multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Samuel N

Series 66

Hazleton, PA

LPL Financial

Samuel Nalesnik is a financial advisor with LPL Financial in Hazleton, PA. He holds a Series 66 credential and has one year of industry experience. His prior work experience includes roles at Northwest Bank, Wagner, Dreese, Elsasser & Associates, P.C., and BBD, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Deron G

Series 63, Series 65, Series 66

Hazle Township, PA

Edward Jones

Deron Glickert is a financial advisor at Edward Jones with 15 years of industry experience and holds Series 63, 65, and 66 designations. His prior roles include positions at Wealth Resources Network and LPL Financial, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of financial advisors and branch offices in the industry.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Business succession planning Charitable giving & philanthropy Founder/Business Owner Values-based investing Christian Faith Based
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Matthew M

Series 63, Series 65

Hazle Township, PA

Ameriprise

Matthew Manfredi is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Manfredi also owns and manages Manfredi and Associates, an advisory business based in Hazleton, PA. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas S

Series 63, Series 66

Hazleton, PA

Edward Jones

Thomas Seigendall is a financial advisor with Edward Jones in Hazleton, PA, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Wealth management Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Christopher K

Series 66

Conyngham, PA

LPL Financial

Christopher Kokinda is a financial advisor with LPL Financial in Conyngham, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at M&T Securities since 2003 and has been affiliated with LPL Financial since 2021. 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, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Donald G

Series 63, Series 66

Hazle Township, PA

Edward Jones

Donald Glickert is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he serves as an adviser for Faith Assembly of God. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy Charitable giving tax strategies Wealth management ESG / Sustainable investing Charitable giving & philanthropy Educators, Teachers, and Academics Religious/faith focused Values-based investing
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Ryan K

Series 63, Series 65

Sugarloaf, PA

LPL Financial

Ryan Keegan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Citizens Securities, Citizens Bank, and Pacer Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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