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.

Kristie Strubeck is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has worked at Raymond James in various capacities since 2016, including a prior role at Evans Wealth Strategies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and public entities, delivering non-discretionary advice supported by extensive affiliate resources and municipal finance capabilities.

Glenn Baumer is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1983 and Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of Cedar LLC, a for-profit business involving a vacant building lot. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries.

Karen Schoeller is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior firms include Morgan Stanley, McQueen Ball and Associates, CAPTrust, and CapFinancial Services. Schoeller has been with MassMutual since 2021. Mass Mutual 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, structuring collaborative, annual planning relationships using firm-approved analytical tools.

John Noon II is a financial advisor with Primerica Advisors in Allentown, PA, holding a Series 66 designation and 12 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2013 and was previously employed at Schwabe Contracting Inc. Noon is the owner of Noon Enterprises LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Bradley Knecht is a financial advisor at Edward Jones in Quakertown, PA, holding a Series 66 designation with eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent ten years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. 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.

Philip Mason is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and also maintains a managing partner role at The Liminal Partners, LLC, providing consulting and administrative support services to ultra-high-net-worth business owners and their families. Additionally, Mason works as an insurance agent specializing in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches, and emphasizes defined event-driven planning programs.

Jeffrey Weiss is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch Pierce Fenner and Smith since 1999 and Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ted Wiedenman is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of Financial Consultants providing financial and investment guidance to Fidelity customers. He has held this leadership role since 2014. Ted has been with Fidelity Investments since 1998, progressing through various positions including Branch Service Manager II, Branch Service Manager, Account Executive, Investor Center Financial Planning Consultant, Investment Representative, and several other roles. His extensive experience covers financial consulting, investment services, and branch management within the organization. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Janna Lutz is a financial advisor with Edward Jones in Red Hill, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2026, she worked at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Lutz’s background also includes roles at American State Bank & Trust Company and CHI St. Alexius Health Williston. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Liebert is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. The firm provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, which offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. Merrill’s integration with Bank of America’s broader platform allows access to a wide variety of products and services beyond typical investment management.

Daniel Chapman is a Financial Consultant at Fidelity Investments, where he focuses on understanding the financial goals and priorities of his clients and their families. He emphasizes building strong, trust-based relationships and works collaboratively to develop personalized financial plans that address retirement, income planning, and investment strategies. Daniel has extensive experience in the financial services industry, having held positions at Merrill as a Financial Solutions Advisor, VP, and at Wells Fargo as a Regional Private Banker, AVP. His career also includes roles as a Financial Specialist at PNC Bank and Wachovia Bank, reflecting a broad background in financial advising and client service. Outside of his professional work, Daniel has interests in biking, fitness, golf, pets, photography, and traveling.

Rachel Walter is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior work includes 26 years at Metlife Securities Inc. She is also licensed as an agent for individual and group life and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

James Cuccaro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Phelps is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Wells Fargo in 2022, he worked for Ameriprise Financial Services for 13 years. Outside of finance, Phelps owns and operates Chilly Willy DJ Productions and serves as a soccer referee for Grassroots Soccer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Eibach is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she co-owns a rental property in State College, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Kurt Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Diehl Financial Group since 2020 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2007 and 2006, respectively. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on portfolio management rather than institutional pension or profit-sharing plans.