Wadid Yunez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and Pruco Securities, LLC from 2001 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Carter Atkins is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he serves as executor for his father's estate. Wells Fargo Advisors provides investment advisory and financial planning services to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and a large national platform.

Michael Dewhurst is a financial advisor at Merrill with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2012. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harold Cook Jr. is a CFP®-designated financial advisor with Ameriprise in Easton, PA, bringing 38 years of industry experience. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a co-owner of LeVal Logic LLC, contributing to marketing and consulting services. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing detailed, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Gregory Lauray is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 28 years of industry experience. He has worked with Cetera and its affiliated entities since 2005 and also owns and manages a CPA firm specializing in accounting and tax preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of discretionary and non-discretionary strategies.

Walter Roland IV is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at ADP Broker Dealer, Inc. and Penn State University. He is also engaged in outside insurance sales, offering life insurance, disability, long-term care, and fixed annuity products not available through MassMutual. 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 provides financial planning, asset management, and educational seminars, structuring advisory engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Mark Strube is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for Son’s Trust in Carlisle, PA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Adrianne Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 63 designation and has worked with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1997. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer-based Corporate Financial Planning agreements.

Richard Clapp Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. beginning in 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Johnson is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory work, he owns Windsor Way Tax Service and provides tax preparation services, also working as an independent contractor for Taxfyle. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendations and ongoing advice based on investment research, third-party data, and algorithmic tools within a defined investment universe that incorporates affiliated product offerings.

Bryan Pojanowski is a financial advisor with Osaic and holds a Series 66 designation. He has 19 years of industry experience, having previously worked at Wells Fargo Clearing, Wells Fargo Bank, Equitable Advisors, and Morgan Stanley DW. Outside of advisory work, he is a licensed insurance agent and also is involved with a tax preparation LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, with capabilities for discretionary management and third-party manager selection.

Catherine Symanek is a Series 66-licensed financial advisor with Morgan Stanley in Allentown, PA, where she has worked since 2009. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Rekha Trivedi is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a 20-year tenure at Wachovia Bank, N.A. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Frank Colangelo is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he owns an insurance agency that sells term insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm employs a model-based investment process with portfolio optimization tools and supports various account types and alternative investments.

Vicki Kirkpatrick is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services LLC before joining LPL Financial and Fidelity Deposit & Discount Bank. 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 portfolios, third-party asset management, and institutional platforms.

Michael Landis is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo in various capacities since 2011. Landis serves as a trustee for several family investment trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Gloria Mondschein is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Sean Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Gabrielle Matejcek is a financial advisor with Cetera who holds the Series 66 designation and has six years of industry experience. She previously worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory work, Matejcek is a board member of Catholic Charities, contributing to governance and strategic planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers diverse investment programs, combining discretionary and non-discretionary management with access to affiliated and third-party managers.

Stephen Bishop is a financial advisor with MassMutual Investors Services who holds Series 66 and Series 63 licenses and has 12 years of industry experience. He has been with MML Investors Services and MassMutual since 2015 and also has a background in real estate sales with Weichert Realtors. In addition to his advisory work, he is involved in executive benefit funding and analysis. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools such as Monte Carlo simulations and automated asset-allocation to deliver written recommendations through annual collaborative planning relationships.