Andrew Polony is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, previously affiliated with Axa Advisors LLC. Polony also operates a wealth management business under the name The Rockland Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to clients’ goals and risk profiles.

Anthony Sarko is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015, as well as with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Sarko is involved in managing rental property investments outside of his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Susan Kershner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she serves as the financial secretary for the Allentown Swimming & Boating Club. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Sondrine Gutierrez is a Series 66-licensed financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she coaches the girls' basketball team at Wilson Area School District. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Forrest Obrien is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 35 years of industry experience. He previously worked at Commonwealth Financial Network and Cadaret, Grant & Co., Inc. Outside of his advisory role, he owns Financial Sources Inc., a private entity that facilitates securities and insurance business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a mix of proprietary and third-party strategies across multiple platforms.

Meghan Casey is a financial advisor at Edward Jones with 11 years of industry experience. She joined Edward Jones in 2016 after two years with JP Morgan Securities LLC. Outside of her advisory role, she participates in management decisions for a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Raymond Shive II is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and began his financial services career in 2024. Prior to this, he held roles outside finance, including leadership in music education and worship team direction at a church. He currently serves as a worship team leader, selecting music and organizing volunteer musicians for weekly church services. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning relationships using firm-approved analytical tools and focuses on recommending investment strategies rather than specific products.

Joseph Hoffmeier Jr. is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Hoffmeier is a sole proprietor involved in real estate through rental property ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Sameer Phadke is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked for SCF Investment Advisors, INC. and SCF Securities, Inc. for 11 years. He also maintains a non-variable insurance agent role outside of his advisory work. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Kelly Allen is a financial advisor at Raymond James & Associates with 23 years of industry experience. Prior to joining Raymond James in 2025, Allen worked for Morgan Stanley Smith Barney LLC for 14 years. Allen holds Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Glovas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Glovas coaches basketball at Wilson High School and serves on the board of a nonprofit intercollegiate athletics program. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm‑approved tools, focusing on advisory services rather than individual security recommendations.

Douglas Woolley is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley and its related entities since 2009. He operates out of Allentown, Pennsylvania, where he also serves in a power of attorney capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes structured planning tools and market modeling techniques as part of its process.

Carole Sarson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following a three-year tenure at Kestra Financial Services. Outside of her advisory work, she serves on the board of the Windrush III Condo Association, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by comprehensive research and technology tools.

Kevin Jones Jr. is a financial advisor at Morgan Stanley in Allentown, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. His career includes roles at Merrill, Cetera Investment Services, and Wells Fargo, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s Secular Return Estimates to support its financial planning process.

James Woodley is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018, following three years at Frito Lay. Merrill, together 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 individuals, high-net-worth clients, and institutional investors.

David Anderson is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has prior work history at QVC and GameStop. Anderson serves as president of a local networking group, BNI Connect, based in Easton, PA. Edward Jones is a wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John O’Connor is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as an executor of a family estate. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Diego Mercado is a financial advisor with LPL Financial in Whitehall, PA, holding a Series 66 designation and eight years of industry experience. His career includes positions at Bank of America, Merrill, Wells Fargo Clearing, and First Commonwealth Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with both discretionary and non-discretionary management options.

Tracie Burton is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses across a broad range of financial planning topics without offering discretionary portfolio management or institutional advisory services.

Sergey Kuznetsov is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AxA Advisors. Outside of his advisory role, he is involved as Treasurer of the ElArte Foundation Inc. and participates in renewable energy ventures including Tunkhannock Solar Partners and My Healthy Cookie Co. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.