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Keith Y

Series 63, Series 65

Allentown, PA

Morgan Stanley

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.

General estate planning guidance
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Dustyn S

Series 66

Milford, NJ

Edward Jones

Dustyn Seifert is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Reed Technology/LexisNexis for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Candice G

Series 63

Allentown, PA

Morgan Stanley

Candice Gray is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 1997. She holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by analytical tools and modeling techniques.

General estate planning guidance
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Brian F

Series 66

Bethlehem, PA

Equitable Advisors

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Thomas D

Series 63, Series 66

Allentown, PA

Morgan Stanley

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.

General estate planning guidance
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Lisa R

Series 63

Allentown, PA

Morgan Stanley

Lisa Rarick is a financial advisor at Morgan Stanley in Allentown, PA, with 31 years of industry experience. She holds a Series 63 designation and has previously worked at Merrill from 2010 to 2016. Outside of her advisory role, she is a part-time independent distributor of health and wellness products through at-home parties. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, supported by firm-approved tools and research from the Global Investment Committee.

General estate planning guidance
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James M

Series 65, Series 63

Bethlehem, PA

Social Justice Capital LLC

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.

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