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.

Louis Nemeth Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. Nemeth holds Series 63 and Series 65 designations. Outside of advisory work, he is involved with Transamerica Life Insurance Company in a role related to non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Matt Rynard is a CFP® with 17 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as the treasurer for Faith Chapel of Carlisle, managing fund disbursements, payroll, bookkeeping, and reporting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and discretionary plan-level investment management.

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.

Kurt Poling is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Nicholas Nejad is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked in the automotive and remodeling industries. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an investment policy statement-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes a broader range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Richard Seidel is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Primerica Advisors and Primerica Financial Services since 2018, as well as Blue Mountain Financial Group since 2020. Outside of his advisory role, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Lloyd Jones is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices and offers a range of advisory strategies under a fiduciary standard.

Bryn Lindenmuth Jr. is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Blue Mountain Financial Group and Primerica Financial Services, as well as a 14-year tenure with the Southwestern Regional Police Department. Lindenmuth also engages in sales 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 accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for investment management.

Timothy Jones is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Royal Alliance Associates, Inc., Signator Investors, Inc., Mutual of Omaha, and Jones Financial. He is also affiliated with MassMutual Life Insurance Company. MassMutual Investors Services, LLC is 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 seminars, utilizing firm-approved tools to deliver tailored recommendations without discretionary authority.

Michael Pulcini is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at Deloitte Consulting LLP for three years. He is also involved in outside insurance sales as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual 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, focusing on collaborative, goal-based planning supported by firm-approved analytical tools.

Michael Netznik Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2003. Outside of his advisory role, Netznik serves on the Board of Directors for Pi Kappa Phi at Albright College and holds leadership positions in local community organizations, including President of the Palmerton Towamensing Athletic Association and President of the Carbon County Copperheads. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals approaching or in retirement, combining research and algorithmic tools to provide personalized, tax-efficient withdrawal strategies. The firm serves clients with significant investable assets through a broad range of advisory, brokerage, and insurance solutions.

Gary Plessl is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 10 years at Ameriprise Financial Services, LLC. Outside of his advisory work, he is the author of a book on retirement and is involved in organizing local basketball and volleyball tournaments, as well as officiating basketball games. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

Alyssa Christman is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments in 2024 as a Relationship Manager before transitioning to her current position. Prior to joining Fidelity, Alyssa gained experience at Bank of America - Merrill Lynch, where she served in multiple roles including Business Manager, Wealth Management Specialist, and Wealth Management Client Associate from 2018 to 2024. Throughout her career, Alyssa has focused on helping clients organize their finances with attention to their personal goals. Her professional experience spans wealth management and client relations within major financial institutions. Outside of her professional life, Alyssa enjoys cooking and baking, gardening, outdoor adventures, and traveling.

David Quatrone is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2015. In addition to his advisory role, he has been involved with Tutor.Com, Educational Testing Service, Kaplan Test Prep, and Allentown School District since 2005. Primerica Advisors offers a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and provides trade execution and custody support through BNY Mellon Advisors and Pershing.

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 financial advisor with Equitable Advisors in Bethlehem, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he held various roles including positions at Richards, Meli & Associates and coaching youth hockey for the Lehigh Valley Phantoms. He is an assistant coach for the Lehigh Valley Phantoms youth ice hockey team, involved in running drills and coaching practices. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.

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.