Robert Dinicola is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, he is a partner and co-owner of The Rockland Wealth Group Wealth Management LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.

Daniel Van Matre is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he provides leadership, strategy, and guidance to an accomplished clientele, helping them grow and steward their wealth more effectively. He collaborates closely with Merrill’s capital market groups to identify and evaluate wealth management strategies tailored to clients’ needs, preferences, risk tolerance, and time horizons. Daniel incorporates a tax-sensitive framework and integrates investment insights within clients’ broader wealth frameworks, considering wealth-transfer objectives, philanthropic interests, and long-term strategy. He is also knowledgeable in alternative investments, including private equity, venture capital, hedge funds, and real estate offerings. Daniel holds a Bachelor's degree and a Master's degree from Brigham Young University. He earned the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst® (CAIA®) designation. He is a member of the Salt Lake City CFA® Society. Outside of work, Daniel enjoys outdoor activities and is an avid skier. He has lived in Norway and speaks Norwegian, enhancing his appreciation of Northern European culture. He competes at an elite level in cycling and has represented the United States multiple times in the Cross-country Marathon Mountain Biking World Championships. He also enjoys spending time with his wife, Sarah, and their daughter.

Gary Davidowich is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and affiliated with Wells Fargo Bank since 2014. 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 supports both brokerage and advisory solutions, offering services that include non-discretionary consulting and discretionary plan-level investment management for retirement plans.

Shauneil Doyley is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. He has seven years of industry experience, all with Wells Fargo, including a tenure at Wells Fargo Bank, N.A. in Allentown, Pennsylvania. 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 a range of brokerage and advisory solutions supported by research and analytics.

Kevin Jones is a financial advisor with Edward Jones in Nazareth, PA, holding a Series 66 designation and starting his advisory career in 2026. Prior to joining Edward Jones, he has experience in the transportation and logistics sectors, including roles at MTM Medical Transportation Management, Go Go Logistics LLC, and Eccles Express LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Zachary Romig is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Wilson Yale is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the owner of Yale Group LLC, a non-investment-related business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers diverse investment and planning options.

Stephanie Miller is a financial advisor at Ameriprise with 21 years of industry experience. She holds the ChFC® and Series 66 designations and previously worked at Edward Jones for eight years before joining Ameriprise. Outside of her advisory role, she runs the Broad St. Business Club, a Facebook group for women business owners. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, using a centralized consulting team to deliver written, model-driven recommendations that incorporate tax efficiency and income strategies.

Lourdes Visperas is a financial advisor with Ameriprise in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Ameriprise and its predecessor firm since 1991. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Keith Yanders is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his financial career, he is involved with Living Room Yoga in Emmaus, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Candice Gray is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Brian Fitzharris is a financial advisor with Equitable Advisors in Bethlehem, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor, Axa Advisors, LLC. Fitzharris operates a separate wealth management entity, The Rockland Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Thomas Dellaquila is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work history includes roles at Cambria County and CVS Health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lisa Rarick is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley since 2016, following six years at Merrill. Outside of her advisory role, she is a part-time independent distributor of health and wellness products. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

James Mohamdein is a financial advisor with Social Justice Capital LLC in Bethlehem, PA. He holds Series 65 and Series 63 licenses and has five years of industry experience, including roles at Fidelity and The Vanguard Group. Outside of finance, he works as an actor and musician and is involved in sales of solar panel systems. Social Justice Capital LLC offers portfolio management, financial planning, and public educational seminars to individuals, trusts, charitable organizations, and businesses. The firm builds customized investment strategies based on client goals and uses approaches such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo planning.