Robbie Hicks is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at PFS Investments Inc., LVPG, Primerica Financial Services, and SLPG. Outside of advisory services, he is involved in the sale of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Douglas Clark is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he is the owner and proprietor of Artistic Screen Designs INC, a family business he inherited and plans to sell to his son. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension/profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathanael Radcliff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and also has a background involving several hospital roles. Outside of advisory services, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is a large-scale firm offering a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services mainly through model recommendations created by third-party asset managers.

Patrick Looney is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at T. Rowe Price and One Main Financial. MassMutual 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 offers financial planning, asset management, and educational seminars, using a collaborative approach with firm-approved tools to analyze client goals and deliver written recommendations.

Dennis Haynos is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Chalfont, PA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

James Hallman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes nearly four decades at Pruco Securities, LLC and ongoing affiliation with Prudential Insurance Company of America. He is also involved in managing non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Nicole Andre is a Financial Consultant at Fidelity Investments, bringing over two decades of experience in the financial services industry. She collaborates with clients to define their personal, professional, and financial goals, developing strategies that are goal-focused, understandable, and easy to implement. Nicole's career spans various roles including Regional Sales Manager at Citizens Investment Services, Branch Manager positions at Lincoln Investment and Scottrade, and Stock Broker and Intern roles at Scottrade. Her extensive experience equips her to assist clients in planning for their futures using the broad range of tools and resources available at Fidelity. Outside of her professional work, Nicole enjoys activities such as beach outings, football, horseback riding, caring for pets, puzzles, and soccer.

Duane Davis is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he spent 13 years at Chubb Limited. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers, discretionary model portfolios, and a range of financial planning and consulting services.

J Douglas Riva is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Bank of America, N.A. He serves as a board member for the Paradise Point Homeowners Association in Lakeville, PA. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Thomas Logue is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes multiple periods at Merrill totaling 12 years, as well as roles at Lowe and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Falkenbach is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and has over five decades with MassMutual Life Insurance Company. In addition to his advisory role, he works as an agent specializing in life, disability income, and long-term care insurance. MassMutual Investors Services 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 programs, structuring financial planning as annual collaborative engagements that utilize firm-approved analytical tools and focus on recommending investment strategies.

James Keim III is a financial advisor with Ameriprise in Blue Bell, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he owns JKJ Consulting, a consulting business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering tailored recommendation reports and combining research, modeling, and tax-efficiency analysis to support clients’ retirement strategies.

Kenneth Gula is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Bestvest Investments Ltd, and Vision Financial Group. Outside of his advisory role, he is the owner of Vision Financial and Insurance Group, which provides insurance and financial planning services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and supports multiple advisory platforms and third-party investment solutions.

Irish Jackson is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 11 years of industry experience. She has worked with Wells Fargo Bank and Wells Fargo Clearing since 2013. Outside of her advisory role, she co-owns ISJ CO LLC, a retail business based in East Stroudsburg, PA. 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 provides both brokerage and advisory solutions.

George Mantzoros is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, as well as Series 63 and 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Robert Springer is a CFP® with 47 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 25 years. Outside of advising, he is a member of the finance committee for the Saucon Valley Home Owners Association, assisting with the community’s yearly budgeting. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party-managed accounts to construct portfolios across various asset classes.

Hanh Nguyen is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions, relying on research and modern portfolio theory to guide investment decisions.

Brian Shue is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following a tenure at Morgan Stanley and its affiliated entities from 2005 to 2015. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines in-house research and third-party analytics to provide diversified investment solutions and supports a broad range of financial products through affiliated bank and insurance entities.

Alan Hark is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

David Bilger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Avantax and operates Bilger & Co., CPAs LLC, which offers accounting, tax, and financial services. Outside of his advisory work, he serves as president of the Upper Bucks Ski Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a large nationwide network of advisors.