Roger Berger is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and bringing 27 years of industry experience. His career includes roles at Nationwide Securities Inc., William Merluzzi Agency, and The Hershey Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional programs.

James Dunn Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory work, he operates Dunn Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Paola Gallego is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at UBS Financial Services Inc. from 2013 to 2020. Outside of her advisory role, she is involved as a partner in Olimpico Real Estate LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s planning process utilizes structured tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Kurt Kowalski is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he worked at Portnoy Schneck, LLC and operated his own law office for five years. He maintains his law license by meeting continuing education requirements, although he is not currently practicing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling to support client goals.

Matthew Birnbaum is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked at Cuso Financial Services, LP for 12 years and had an earlier tenure with LPL Financial from 2011 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Rodney Drysdale is a financial advisor with Cambridge Investment Research Advisors in Pocono Pines, PA. He holds the Series 66 designation and has prior experience at Prudential Financial from 2017 to 2026. His current roles also include affiliations with Cambridge Investment Research, Inc. and Drysdale Wealth Management. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and provides access to unaffiliated third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Robert Schubert is a financial advisor with LPL Financial, holding PFS™ and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and Investment Advisors Asset Management, LLC. Outside of his advisory work, he is involved as a musician with Chuck Schubert Entertainment. 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, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Harold Hagy is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following prior roles at Nationwide Securities and Nationwide Insurance Company. Outside of his advisory work, he serves as an auditor for Hamilton Township, reviewing the local township budget for accuracy. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by advanced research and operational tools.

Christopher Cleaver is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has one year of industry experience at Primerica Advisors and has also worked at Uline, Inc. since 2008 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for loan product sales and referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven investment strategies developed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Sharon Starkes is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2012. Outside of her advisory role, she is involved in operating a Dairy Queen restaurant and serves as a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs alongside tailored financial planning solutions.

Matthew Andersen is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience before joining the firm in 2026. He has been involved with nonprofit organizations, including a decade-long role at Star of Hope Ministries and ongoing work with The Chalmers Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary portfolio management.

Kevin Donnelly is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Lisa Cardwell is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, she serves as an officer at D.A.C. Electric, Inc., a construction and engineering firm based in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Matthew Field is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has held prior roles at Nationwide and MSI Financial Services. His other business activities include a significant interest in Hagy Insurance Agency, which focuses on property and casualty insurance. 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 a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Nancy Robilotta is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Tarik El Bassiouni is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2013, including time with Morgan Stanley Private Bank, National Association, and previously at Nationwide Securities, LLC and 1717 Capital Management Company. Outside of his advisory role, he serves as a basketball coach for the Stroudsburg Area School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.

Timothy Ferguson is a financial advisor with Equitable Advisors in Columbia, NJ, holding a Series 66 designation and one year of industry experience. His work history includes roles outside finance, such as positions at Pinecrest Lake Golf & Country Club and Knowlton Township Elementary School. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning and asset management through a network of Investment Adviser Representatives and third-party managers.

Michael Chell is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding Series 63 and Series 65 designations with 41 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. In addition to his advisory role, he serves as CEO of Chell Financial Group, Inc., a support company for Raymond James business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sean Robilotta is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2024 and has prior work experience at Walmart and East Stroudsburg University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.