Austin Pierce is a financial advisor at Morgan Stanley with a Series 66 designation and experience in both public accounting and financial services. He previously worked at Deloitte & Touche LLP for six years and has held roles at EY, Guidehouse LLP, PwC LLP, and Plante Moran. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Nathan Shive is a financial advisor with MassMutual Investors Services in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at MetLife Securities, Inc. and Metropolitan Life Insurance Company from 2006 to 2017. In addition to his advisory work, he is involved in life and health insurance sales. MassMutual 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 supported by firm-approved analytical tools and provides a range of event-driven planning services.

Alfred Haddad II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as the head soccer coach at Parkland High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through structured discovery conversations and firm-approved tools.

Brendan Schaaf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and currently based in Allentown, PA. He has been with Wells Fargo Clearing since 2025 and has prior experience at Pro Football Focus and PNC Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Christopher Schlack is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he co-owns an LLC with his wife that manages a residential property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Shane Davis is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Enterprise LLC and Guardian Life. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service designed for clients approaching or in retirement, which includes written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Kochsmeier is a CFP®-certified financial advisor at Edward Jones in Allentown, PA, with eight years of industry experience. He worked at Morgan Stanley prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Thomas Bradshaw is a financial advisor at Ameriprise with 21 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he serves as secretary on the board of directors for the Schnecksville Playground Association. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with personalized retirement income planning, utilizing proprietary research and structured recommendations within a defined investment framework.

Brian Bostancic is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Gregg Hoffman is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory work, he is a musician who plays trombone with the Red Hill Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Courtney Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2009 and focuses on delivering comprehensive wealth management strategies tailored to individual client needs. Courtney's approach emphasizes listening to clients and helping them make informed decisions to develop personalized financial plans. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Courtney holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree and an Accredited Certificate from Cedar Crest College. Beyond her professional work, Courtney is involved in community activities such as Junior Achievement and the PTA. Her personal interests include biking, cooking, gardening, music, reading, running, skiing, spending time with family, traveling, and yoga.

David Romanelli is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets. Romanelli serves on the finance committee and board of Meals on Wheels of the Greater Lehigh Valley, a nonprofit providing meals to the elderly. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling tools, serving clients through a broad offering that includes retail, institutional, and specialized investment services.

Yves Roussel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and HSBC Bank USA N.A. He also serves as a trustee managing investment-related matters for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Matthew Funk is a CFP®-designated financial advisor at OSAIC with 21 years of industry experience. He previously worked at Royal Alliance Associates, INC. for eight years and Sii for fourteen years. Funk is also a member of his homeowners association condo board. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment types, offering both discretionary and non-discretionary account management.

Maureen Berger is a financial advisor with Merrill in Allentown, Pennsylvania, holding Series 63 and Series 65 credentials. She has 45 years of industry experience and has been with Merrill since 1979. Outside of her advisory role, she serves as a power of attorney for family members. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Duane Young is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, Citizens Securities, and PNC Bank. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bradford Greenawald is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves on the Board of Directors and as Assistant Treasurer for the Lehigh County Agricultural Society. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Linwood Giles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Blue Mountain Financial Group, PFS Investments, and Primerica Financial Services. Outside of his advisory roles, he is involved with St Matthews Evangelical Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Michael Jordan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked at Edward Jones and Wells Fargo Bank NA. 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 supported by Wells Fargo Investment Institute research and third-party data.

Dana Rosewag is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers financial planning through its Financial Advisors and Estate Planning Strategies Group.