Jacob Crawford is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Hornor, Townsend, & Kent LLC and has involvement as a board member of the Albany Township Historical Society. Outside of finance, he pursues oil painting and maintains an online sales activity on eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Tracy Carmer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked at Fulton Bank and Fulton Financial Corporation, among other firms. Carmer is also involved as an associate employee with Fulton Financial Advisors, focusing on sales and investment products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jason Lamendola is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock before joining Osaic in 2018. Lamendola operates a sole proprietorship, Sentinel Strategic Wealth, focused on sales and marketing of securities, insurance products, and fixed annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through various programs such as financial planning, advisor-managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and offers multiple custodial arrangements and alternative investments.

Serena Stauffer is a Series 66 licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, she worked at Kutztown University, Lehigh Carbon Community College, Dunkin, and Lighthouse Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Carla Wamba is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she owns and operates Good Karma Tax LLC, a tax preparation business based in Bethlehem, PA. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficient strategies.

Jessica Towles is a Planning Consultant at Fidelity Investments. She has been with Fidelity since 2022, previously serving as a Central Relationship Manager and Relationship Manager before her current role. Her experience in the financial services industry spans 11 years, including roles as a Mortgage Underwriter at Wells Fargo Bank and a Registered Client Associate at Wells Fargo Advisors. Jessica focuses on helping clients work toward their retirement goals by utilizing the resources available at Fidelity to develop personalized plans that meet individual needs. She holds an Arkansas Insurance License. Outside of her professional career, Jessica has interests in comedy, food, football, soccer, and traveling.

Mark Schaaf is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting through a large network of advisors and utilizes research and analytics grounded in diversification principles and modern portfolio theory.

Marisa Coldwell is a financial advisor with Raymond James & Associates in Allentown, PA, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill for five years before joining Raymond James, where she has been advising clients for seven years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services supported by various portfolio management styles and affiliated research.

Rhonda Fraction is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Carver Bank. Outside of financial advising, she coaches at Orangetheory Fitness and instructs at Sonny's Foundation Rumble Boxing. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jessica Paretta is a financial advisor with LPL Financial based in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior firms include Nationwide Financial, Royal Alliance Associates, MML Investors Services, and MassMutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by advisor-facing tools and serves a broad client base through a network of over 22,900 advisors.

Logan Grom is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience, with prior roles at Avantax Advisory Services and Smart Cents Wealth Management LLC. Outside of his advisory work, he is involved with Financial Strategies & Designs Inc, providing wealth management, tax planning, and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, across diverse program structures and custodial relationships.

Tajai Smith is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Prudential Insurance Company of America, Mass Mutual, and Transamerica Agency Network. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Patterson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner of Klock & Patterson LLC, a business involved in the ownership and operation of commercial real estate in Allentown, Pennsylvania. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations across a range of financial planning topics, while keeping planning and managed-account services distinct.

Christopher Schrampf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes multiple tenures at Wells Fargo Clearing since 2004 as well as four years at PNC Wealth Management. 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 provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jermaine Edwards is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. Prior to his current role, he held positions as Financial Consultant and Investment Consultant within the same organization. His career in financial advisory began in 2008, with roles at Morgan Stanley Smith Barney and Merrill Lynch. Throughout his career, Jermaine has focused on working closely with clients to help them achieve their financial goals. He is part of a client-focused organization that supports families in working toward a better financial future. Outside of his professional work, Jermaine enjoys family activities, football, music, and theater.

Mario Carannante is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including 13 years with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he owns YourProfitPartners, a business that works with companies to understand their business models and manage key performance indicators. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements supported by proprietary analytical tools.

Lindsay Mayberry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity in 2023, Lindsay worked at Unity Bank for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, often delegating management to sub-advisers while maintaining oversight.

Michael Malz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Daniel Magill is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Macquarie Investment Management Business Trust and Delaware Investments. He is based in Allentown, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce planning.

Michael Fischer is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He worked at Signator Investors, Inc. for 30 years prior to joining OSAIC in 2018. Outside of advising, he serves on the finance committee of the Valley Youth House advisory board and is an active member of the Lions Club and New Bethany Ministries’ capital campaign. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various strategies including Unified Managed Accounts and third-party money manager programs.