Glenn Baumer is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983. Baumer has also worked at Bank of America, N.A. since 2011. Outside of his advisory work, he is the owner of Cedar LLC, a for-profit business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies designed by internal and third-party managers.

Sibyl Saager Zekic is a financial advisor with Stifel in Bethlehem Township, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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.

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 at Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property in Norfolk, Virginia. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Nicole Liebert is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2009. 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.

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.

Jeffrey Hummel is a financial advisor with Ameriprise, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cornerstone Institutional Investors and operating his own advisory practice. Outside of his advisory work, he owns a business that manages rental properties, overseeing payments, maintenance, and record-keeping. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.