Alexander Edwards is a financial advisor with Wells Fargo Clearing in Allentown, PA. He holds Series 63 and Series 66 designations and has three years of industry experience. His work history includes roles with Wells Fargo Bank, N.A. and Wells Fargo Virtual Channels. 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 offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors, CUSO Financial Services, and Raymond James Financial. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management solutions, including access to third-party managers and customized strategies.

Timothy Mccarty is a Series 66-licensed financial advisor with Ameriprise in Sciota, PA, and has 16 years of industry experience. He has been with Ameriprise and its affiliate since 2014. He serves as a trustee on the Board of Directors for Manoquesy Lodge #413. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Jeffrey Lehocky is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Deutsche Bank for 25 years and has also been associated with QNB Bank, Cetera, Mitsubishi UFJ Financial Group, and Cetera Financial Specialists LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Jade Clark is a CFP® professional with six years of industry experience, currently affiliated with Cetera. She has held positions at firms including Z Wealth Management and Allied Wealth Partners. Outside her advisory role, Clark assists an elderly neighbor with mail organization and household tasks. Cetera is an SEC-registered adviser serving individual, corporate, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Michael Barski is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Saeid Zamani is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior roles include positions at LPL Financial, CUSO Financial Services, and Wells Fargo Clearing. Raymond James provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting.

Alexander Price is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015, following five years at Axa Advisors, LLC. Outside of his advisory work, he is a member of the Rotary Club of the Pocono Mountains and serves as a club representative for Boy Scout Troop 89. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors. The firm emphasizes tailored investment models and fiduciary services, relying on external program managers rather than proprietary wrap fee programs.

Dylan Spadt is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large network of over 14,000 advisors and combines research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Bruce Hillegass is a financial advisor at Cetera with 21 years of industry experience. He holds the CFP® and Series 66 credentials and previously worked at Avantax Advisory Services and related firms for two decades. In addition to his advisory role, he serves as a member of the Tax Appeal Board for the Borough of Macungie and operates a CPA practice providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

Crystal Dye is a CFP® with 17 years of industry experience, currently working at Raymond James Financial Services Advisors, Inc. since 2009. She is based in Emmaus, PA, and also works as an associate at Evans Wealth Strategies, assisting with client support. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary planning and analytical tools.

Joel Gilley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with MassMutual and its subsidiary since 2014. Outside of his advisory role, he owns a consulting business, Promus Financial, and is also licensed as an insurance agent. 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 engagements as annual collaborative relationships using advanced analytical tools.

Erman Tasci is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been assisting affluent families and high net worth individuals in achieving their financial and retirement goals since 2000. His approach emphasizes a holistic, goal-based planning process that caters to the unique needs and aspirations of each client. Erman holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's degree in Finance with a minor in Economics from Pennsylvania State University. Prior to that, he completed his high school education at Bethlehem Catholic High School. Outside of his professional responsibilities, Erman enjoys biking, cooking, fishing, hiking, running marathons, swimming, traveling, and practicing yoga. He values family time and dedicates effort daily toward personal growth and training. He lives with his wife, Lori, and their children, Amelia and Xander.

Glenn Graff is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and The Strategic Financial Alliance, Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Riley Dohner is a financial advisor with Merrill in Allentown, PA, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, he held various roles including positions at Tidal Creek Brewhouse and the Philadelphia Union. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

James King is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2014. Prior to that, he spent three years at Amazon. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party analytics.

Victoria Lilley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Thrivent and its affiliates since 2006. Outside of her advisory role, she is a partner in Lilley Roesinger LLC, a pass-through entity managing business expenses. 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 planning across various financial topics, with an option to combine planning with managed accounts under a consolidated billing structure.

Louis Nemeth Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Transamerica Financial Advisors. Outside of advisory work, he has an ongoing involvement with Transamerica Life Insurance Co. in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of more than 22,800 advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matt Rynard is a CFP® with 18 years of industry experience and has been with Wells Fargo Clearing since 2016. He serves as treasurer for Faith Chapel of Carlisle, managing fund disbursements, payroll, bookkeeping, and reporting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of advisors.

Thomas Cartin is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Prudential Insurance Company of America and Citizens Bank. Cartin also serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 sources.