Chris Talpas is a financial advisor with LPL Financial in Allentown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at Santander Securities, Key Investment Services, and Prudential Insurance. Talpas offers investment products and services through LPL Financial using the trade name First Commonwealth Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party portfolios.

Darin Vanantwerp is a financial advisor with OSAIC, holding a Series 66 designation and nine years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance, among other firms. Outside his advisory role, he is also licensed as an insurance agent offering accident, health, disability insurance, and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and automated rebalancing, utilizing a range of investment products and third-party managed-account solutions.

Paul Rossman is a financial advisor at Fidelity with three years of industry experience and a Series 66 designation. His prior experience includes roles at Equitable Advisors, CenterPoint Group, and Drexel University LeBow College of Business. Outside of his financial career, he is active as a musician and guitarist in the band Mosin Nagant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including model portfolios and fund advisory, with oversight controls and systematic methodologies.

John Pavlinsky is a financial advisor with Merrill based in Bethlehem, PA. He holds a Series 66 designation and has seven years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arvind Mathur is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he is involved as a landlord in a rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an emphasis on a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Marcus Patterson is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at Wells Fargo and Uline, as well as continued involvement with PFS Investments Inc. and Blue Grillhouse, the latter representing an outside business activity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offers model-based investment strategies managed by unaffiliated asset managers.

Daulton Miller is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill Lynch, and earlier experience outside finance at Bayada Home Health Care and Vynecrest Winery. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and provides a wide range of retail and institutional investment solutions.

Charlene Flick is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Mass Mutual Investors Services since 2017 and is also affiliated with MSI Financial Securities and Massachusetts Mutual Life Insurance Company. MassMutual 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, employing a structured, collaborative planning process that uses firm-approved analytical tools.

David Grube is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005 and has operated Grube Financial Services since 1993. Outside of advisory work, he owns a CPA practice focused on tax planning and preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account structures.

Zackary Gillen is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2026 and has experience working at MassMutual Life Insurance Company and MML Investors Services, LLC. Prior to his advisory role, he held various positions including roles in education and commercial real estate. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools to analyze client goals and delivers written recommendations in a collaborative, annual planning process.

John Clayton is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 65 and Series 63 licenses and worked at RiverSource Distributors Inc. for 13 years prior to joining Ameriprise. Clayton is also co-owner of Christopher D. Myers LLC, where he manages an Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team that collaborates with advisors to deliver written Recommendation Reports using proprietary research and third-party data.

Dana Vlasics is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked for over two decades at Dr. Andrew T. Pagano, DMD. Vlasics served as president of the Sam Vlasics Foundation, a nonprofit focused on heart defect awareness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s services include broad financial topics and can be combined with managed-account programs under a consolidated billing option.

Rebecca Wychock is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she works as a fitness instructor and wedding dance choreographer in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 modeling techniques.

Kevin Houser is a CFP® professional with 32 years of industry experience, currently advising clients at Wells Fargo Advisors since 2026. Prior to joining Wells Fargo, he spent 10 years at Ameriprise. Outside of his advisory work, he co-authors a retirement-focused book and owns a tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria. The firm combines advisory services with other financial product offerings to provide comprehensive client solutions.

Donna Tretter is a Series 66-licensed financial advisor with Morgan Stanley in Allentown, PA, with 4 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 structured financial planning and uses proprietary tools and modeling techniques, while clients are responsible for plan implementation and updates.

Wyatt Wolf is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes a role at New York Life Insurance Company and academic positions at The Pennsylvania State University and its Berks Campus. Fidelity’s affiliate, 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. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to registered investment companies.

Paul Foster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Bank, N.A. Outside of his advisory role, Foster maintains a 49% ownership interest in Zoey Farms, LLC, where he dedicates time to property maintenance. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Clayton Inderbitzen is a financial advisor with Thrivent Investment Management holding a Series 66 designation and two years of industry experience. His background includes roles at Thrivent Financial and Shurr CPA, as well as experience in education at Kutztown University and Governor Mifflin Senior High. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial plans that cover a range of topics without including implementation. The firm emphasizes holistic analyses and allows clients to combine planning with managed accounts through its WealthPlan option while keeping the services separate.

Luis Rivera is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steve Marciniak is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. He is also the owner of Marciniak LLC, through which he manages his advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.