Andrew Reichard is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes roles at Equitable Advisors, Mass Mutual Greater Philadelphia, and The Rockland Group-Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Owen Kelly is a CFP® with five years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and CAPTrust. Kelly is also involved in community activities as a volunteer committee member serving as District Finance Chair in Collegeville, PA. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Jeffrey Ringer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Blue Mountain Financial Group, PFS Investments Inc., Simplex Grinnell, and Primerica Financial Services. He also engages in sales of home-related products and services through affiliated companies under the Blue Mountain Financial Group name. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio solutions rather than institutional or pension plan management.

Mark Kemp is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation and operating Kemp & Associates Retirement Services since 2002. Outside of his advisory work, he has conducted business activities related to retirement services and tax advisory through his own firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by various technology tools and a broad network of over 22,800 advisors.

Matthew Lindenmuth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2013 and is also involved with Safety Rail Source as an administrative assistant and serves as a middle school soccer coach at Coventry Christian School. Primerica Advisors provides discretionary asset management primarily 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 in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and Pershing for custody and trade execution.

Ronald Yellets is a financial advisor at Osaic with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and John Hancock Financial Services, Inc. from 2000 to 2018. Outside of his advisory role, Yellets is a CPA and shareholder at Stortz and Associates, an accounting firm. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, providing various managed account options and third-party manager selections.

Harrison Bromley is a CFP® professional affiliated with Wells Fargo Clearing, with nine years of industry experience. His prior roles include positions at The Vanguard Group, Wealthcare Advisory Partners LLC, LPL Financial, Miller's Insurance Agency, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Scott Sylvainus is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 13 years of industry experience, having worked previously with Mutual of Omaha and its affiliated firms. In addition to his advisory role, Sylvainus serves as a Township Supervisor and Planning Commissioner for Upper Nazareth Township. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Nicholas Weschler is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has nine years of industry experience, including roles at Horace Mann Companies and Carbon Lehigh Intermediate Unit 21. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.

Kim Kametz is a Senior Financial Advisor at Merrill Lynch Wealth Management in Allentown, PA. She has been with Merrill since 2007, providing personalized wealth management strategies tailored to clients' individual financial goals. Kim works closely with clients on areas such as college education planning, family wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, women and wealth, and retirement income. Kim earned a Bachelor's Degree from Muhlenberg College and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Before joining Merrill, she spent eighteen years in corporate finance, holding various managerial and executive finance roles within domestic and international companies, including a Fortune 500 firm. Outside of her professional work, Kim enjoys cooking, golfing, knitting and crocheting, reading, and practicing yoga. She is also engaged in community service, volunteering with local organizations.

Ryan Oestreich is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 18 years of experience in the industry. He has been with Mass Mutual and its affiliated firms since 2008. Outside of his advisory role, he is involved in Medicare insurance sales through his own business and works as a mortgage loan originator. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative planning relationships that use firm-approved analytical tools to develop investment strategies.

Megan O Brien is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017, concurrently with Bank of America N.A. since 2022. Prior to her career in finance, she spent four years at Albright College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sally Kacar is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Primerica Financial Services since 2013. Prior to her current role, she served on the New Brunswick Board of Education for ten years. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Jessica Janenko is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked with several firms, including Northwestern Mutual Investment Management and John VanGrinsven. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, serving clients through tailored advice without individual security recommendations as part of its standalone financial planning.

Christopher Finizio is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Fidelity Brokerage Services, Bank of America, Merrill, The Vanguard Group, and M&T Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Christopher Wainwright is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Financial Network. His earlier background includes roles outside of finance, such as at Ciocca Dealerships and involvement in education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and collaborative planning.

Ronald Weber is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 39 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986 and also operates Blue Mountain Financial Group. Outside of advising, he is an author and co-author of financial books and owns Evergreen Hideaway, LLC in New Tripoli, PA. 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. The firm uses third-party asset managers and an independent due-diligence process, with a tiered wrap fee structure distinguishing its approach.

Austin Seibert is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at NEXT Financial, Inc. and Ethos Group. His background also includes roles outside finance, such as work with Temple University and the East Penn School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Hamm is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at CODY Computer Services, Inc. and Gateway Ticketing Systems, Inc. Outside of his advisory work, he prepares income tax returns for immediate family members on a private basis. 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 financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Sydney Posh is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Sydney was involved with Posh Properties for three years. Merrill, together with its affiliate Managed Account Advisors LLC, 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 and profit-sharing plans, corporations, and charitable organizations.