Antoinette Chakif is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017, with prior career experience including a hiatus from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gavin Carey is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2019. He has seven years of industry experience and has held roles at firms including Richards, Meli & Associates and various service positions. Outside of his advisory work, Carey serves as an assistant coach for the Lehigh Valley Phantoms youth ice hockey team. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Scott Richards is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Richards serves as Vice President on the Board of Directors for the Jerry Zimmerman Memorial Chapter of The National Wild Turkey Federation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Lorraine Gerra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo Clearing Services since 2017 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 offers both brokerage and advisory solutions.

Missy Lynn is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has progressed through various positions within the company, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Financial Representative (2023-2024). In her role, Missy helps individuals and families make confident financial decisions by providing clear and actionable guidance. She emphasizes building transparent, long-term relationships grounded in trust and brings a perspective shaped by experience, attentive listening, and ongoing learning. Missy holds a CA Insurance License and is a Certified Financial Planner (CFP4). Outside of her professional work, Missy enjoys activities such as going to the beach, attending concerts, spending time with family, reading, and traveling.

Christopher Barr is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His previous roles include positions at Lockwood Advisors, Inc. and Pershing LLC. He is also involved in individual life, health, and group insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Justine Frantz is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She previously worked at Axa Advisors, Santander Securities, and Santander Bank. She also maintains an other business activity outside of Equitable Advisors through Ockland Wealth. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory programs and emphasizes client-specific risk assessment and model matching.

Scott Brantingson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining Raymond James in 2018, he worked for Wells Fargo Advisors for 10 years. He is also the managing partner of Monocacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Bradford Wankewicz is a financial advisor with Raymond James Financial in Bethlehem, PA, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has worked at Raymond James since 2022 and previously held roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. His other business activities include investment sales and services roles at Fulton Bank NA and Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and has a municipal advisor affiliation that supports public finance work.

Theodore Ennis Jr. is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds Series 63 and Series 65 licenses. 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 planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Donald Sklanka is a financial advisor with Wells Fargo Clearing in Clarks Summit, PA, holding Series 63 and Series 66 designations and 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He has been with Wells Fargo Clearing since 2016. 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 and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kristen Lipovsky is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She previously worked at Oppenheimer & Co, Inc. for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Bowman is a financial advisor with Merrill in Allentown, PA, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Kingsview Wealth Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Tauber is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at Kappa Publisher Services and Rodale Inc. Outside her advisory role, she owns a beach condominium in Stone Harbor, NJ, which is managed as a vacation rental. 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 clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized programs such as municipal and public finance consulting.

Teagan Renner is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Teagan worked at Penn Community Bank and held various roles in other industries including logistics and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its model portfolio delivery, advisory roles to multiple registered investment companies, and use of AI in research.

Kenneth Mackenzie is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mackenzie is a board member and founder of the Executive Forum of the Lehigh Valley, a regional networking organization. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Eric Boyle is a CFP® with 19 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 16 years. Boyle holds roles outside of advising, including board membership at the Parkland Education Foundation, a nonprofit supporting educational and extracurricular programs in the Parkland School District. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to manage portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Katrina Noldy is a financial advisor at Morgan Stanley with the Series 66 designation and six years of industry experience. She joined Morgan Stanley in 2019 after working in various roles in hospitality and retail. Outside of her advisory work, she is employed as a waitress at Bru Daddy's Brewery in Allentown, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Jeff Depalma is a Financial Consultant currently working at Fidelity Investments since 2025. He joined Fidelity in 2023 as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2021 to 2023. Since beginning his career in financial services in 2021, Jeff has focused on creating personalized financial strategies and helping clients navigate their financial decisions with clarity and confidence. He aims to ensure that clients feel informed, empowered, and involved throughout the advisory process. Outside of his professional work, Jeff has interests in beach activities, fitness, golf, pets, snowboarding, and traveling.

Travis Shearer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His work history includes roles at Blue Mountain Financial Group and Primerica Financial Services. Outside of finance, he is a partner at Jacobs Valley Farm, a livestock business, and has served with the Penn Township Police Department since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.