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.

Joseph Painter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Citizens Securities, PNC Investments, and Verizon Wireless. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Katherine Labuda is a CFP® professional with 18 years of industry experience, currently serving at Raymond James & Associates since 2007. She is involved in local nonprofit and community organizations, including founding the Allentown Rotary Club SMILE Newsletter and participating in the DeSales University Presidents Council and Southern Lehigh Chamber of Commerce. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering tailored financial planning and investment consulting through a variety of portfolio management styles and proprietary research.

Frederick Kleinhenz Jr. is a CFP® with 33 years of industry experience, currently serving at OSAIC since 2023. He has previously worked at Sagepoint Financial, Inc. and operates Kleinhenz & Company LLP, an accounting and tax services partnership. He also owns an insurance agency. Osaic Wealth serves a diverse client base—including individual investors, retirement plans, charities, and corporations—offering brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization.

Mary Evans is a CFP®-certified financial advisor at Raymond James Financial with 21 years of industry experience. She has been with Raymond James since 2008 and manages a branch office through her ownership of Evans Wealth Strategies. In addition to her advisory work, she is an author, with a book published in March 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jacob Crawford is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Hornor, Townsend, & Kent LLC and has involvement as a board member of the Albany Township Historical Society. Outside of finance, he pursues oil painting and maintains an online sales activity on eBay. Fidelity’s 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 across a range of investment vehicles.

Tracy Carmer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked at Fulton Bank and Fulton Financial Corporation, among other firms. Carmer is also involved as an associate employee with Fulton Financial Advisors, focusing on sales and investment products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Edward Bullock is a financial professional with 42 years of industry experience. He has been with Cetera since 2005 and holds the ChFC®, Series 63, and Series 65 designations. Outside of his advisory work, Bullock serves as President of the Board of Trustees for the Phillipsburg NJ Public Library and as Vice Chairman of the IRCO Federal Credit Union board. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of advisors and managing over $256 billion in assets.

Eric Nikles is a CFP® professional with 15 years of industry experience. He is currently with OSAIC since 2023 and previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. Nikles is also owner of Keystone Financial Management LLC, where he provides financial advisory and investment services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with model-based asset allocation and portfolio optimization supported by various tools and offers a broad range of brokerage and advisory services.

Jason Lamendola is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock before joining Osaic in 2018. Lamendola operates a sole proprietorship, Sentinel Strategic Wealth, focused on sales and marketing of securities, insurance products, and fixed annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through various programs such as financial planning, advisor-managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and offers multiple custodial arrangements and alternative investments.

Serena Stauffer is a Series 66 licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, she worked at Kutztown University, Lehigh Carbon Community College, Dunkin, and Lighthouse Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Carla Wamba is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she owns and operates Good Karma Tax LLC, a tax preparation business based in Bethlehem, PA. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficient strategies.

Jessica Towles is a Planning Consultant at Fidelity Investments. She has been with Fidelity since 2022, previously serving as a Central Relationship Manager and Relationship Manager before her current role. Her experience in the financial services industry spans 11 years, including roles as a Mortgage Underwriter at Wells Fargo Bank and a Registered Client Associate at Wells Fargo Advisors. Jessica focuses on helping clients work toward their retirement goals by utilizing the resources available at Fidelity to develop personalized plans that meet individual needs. She holds an Arkansas Insurance License. Outside of her professional career, Jessica has interests in comedy, food, football, soccer, and traveling.

Mark Schaaf is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting through a large network of advisors and utilizes research and analytics grounded in diversification principles and modern portfolio theory.

Marisa Coldwell is a financial advisor with Raymond James & Associates in Allentown, PA, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill for five years before joining Raymond James, where she has been advising clients for seven years. 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, institutions, and municipal entities, offering a range of financial planning and investment consulting services supported by various portfolio management styles and affiliated research.

Rhonda Fraction is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Carver Bank. Outside of financial advising, she coaches at Orangetheory Fitness and instructs at Sonny's Foundation Rumble Boxing. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jessica Paretta is a financial advisor with LPL Financial based in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior firms include Nationwide Financial, Royal Alliance Associates, MML Investors Services, and MassMutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by advisor-facing tools and serves a broad client base through a network of over 22,900 advisors.

Linette Bastidas is a financial advisor with Equitable Advisors in Nazareth, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors and AXA Advisors, LLC since 2005. Outside of her advisory role, she serves as a trustee for her husband, Vicente Bastidas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored options, focusing on matching clients to appropriate investment models based on their risk tolerance and financial information.