Logan Grom is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience, with prior roles at Avantax Advisory Services and Smart Cents Wealth Management LLC. Outside of his advisory work, he is involved with Financial Strategies & Designs Inc, providing wealth management, tax planning, and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, across diverse program structures and custodial relationships.

Tajai Smith is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Prudential Insurance Company of America, Mass Mutual, and Transamerica Agency Network. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Patterson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner of Klock & Patterson LLC, a business involved in the ownership and operation of commercial real estate in Allentown, Pennsylvania. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations across a range of financial planning topics, while keeping planning and managed-account services distinct.

Christopher Schrampf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes multiple tenures at Wells Fargo Clearing since 2004 as well as four years at PNC Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jermaine Edwards is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. Prior to his current role, he held positions as Financial Consultant and Investment Consultant within the same organization. His career in financial advisory began in 2008, with roles at Morgan Stanley Smith Barney and Merrill Lynch. Throughout his career, Jermaine has focused on working closely with clients to help them achieve their financial goals. He is part of a client-focused organization that supports families in working toward a better financial future. Outside of his professional work, Jermaine enjoys family activities, football, music, and theater.

Mario Carannante is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including 13 years with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he owns YourProfitPartners, a business that works with companies to understand their business models and manage key performance indicators. 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 seminars, focusing on collaborative, annual planning engagements supported by proprietary analytical tools.

Lindsay Mayberry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity in 2023, Lindsay worked at Unity Bank for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, often delegating management to sub-advisers while maintaining oversight.

Michael Malz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Daniel Magill is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Macquarie Investment Management Business Trust and Delaware Investments. He is based in Allentown, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce planning.

Michael Fischer is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He worked at Signator Investors, Inc. for 30 years prior to joining OSAIC in 2018. Outside of advising, he serves on the finance committee of the Valley Youth House advisory board and is an active member of the Lions Club and New Bethany Ministries’ capital campaign. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various strategies including Unified Managed Accounts and third-party money manager programs.

Janelle Hendershot is a financial advisor with LPL Financial in Nazareth, PA, holding a Series 66 designation and 8 years of industry experience. She has been with LPL Financial and One Financial Services since 2012. Outside of her advisory role, she is a licensed notary in Pennsylvania and is involved with Emilio J. Morrone, LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and portfolio management services supported by research, third-party managers, and technology tools.

Anthony Barber is a financial advisor with Ameriprise in Orefield, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory work, Barber serves as Treasurer for the Women in the Outdoors chapter of the National Wild Turkey Federation and is President of the Jerry Zimmerman Memorial Chapter of the same organization. Ameriprise is an institutional firm serving clients with a focus on retirement-income planning, offering a range of advisory, brokerage, and insurance solutions. Its Premier Retirement Income service provides tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis for clients meeting specific asset criteria.

Robert Beck is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent four years at Wells Fargo Clearing. Beck serves on the Board of Governors and Membership Committee of the Society of Seniors, a national nonprofit senior golf organization, and acts as its Treasurer overseeing financial duties. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides fee-based financial planning and comprehensive investment analysis while allowing clients discretion over implementation.

Joseph Brita is a financial advisor at OSAIC in Allentown, PA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 25 years each. Brita is also a partner at Quantum Financial Management, an LLC involved in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, combining discretionary strategies, third-party managers, and proprietary models.

Erin Estes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. 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 provides both brokerage and advisory solutions.

Tiffany Volpe is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and H. Beck, Inc. from 2009 to 2021. She also operates an accounting and tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of advisory strategies and financial activities.

Michelle Geddes is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. She has been affiliated with Cetera and its related entities since 2010 and currently is also associated with Febbo Wealth Management. Outside of her advisory work, she operates a tax and accounting business serving local clients. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary strategies.

Kristin Delong is a financial advisor with Raymond James & Associates in Allentown, PA, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She has been with Raymond James & Associates since 2019. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Green is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining Wells Fargo in 2017. Outside of his advisory role, he co-owns a farm business and serves as a junior high assistant football coach in the Wayne Highlands School District. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Patrick Dill is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Commonwealth Financial Network, American Portfolios Financial Services, and Hartford Funds Distributors. Outside of his advisory work, he is the CEO of Dill Wealth Management LLC and serves as Financial Advisor and Director of Strategy at Aucoin Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.