Justine Frantz is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She previously worked at Axa Advisors, Santander Securities, and Santander Bank. She also maintains an other business activity outside of Equitable Advisors through Ockland Wealth. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory programs and emphasizes client-specific risk assessment and model matching.

Scott Brantingson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining Raymond James in 2018, he worked for Wells Fargo Advisors for 10 years. He is also the managing partner of Monocacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Bradford Wankewicz is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is also employed as an associate at Fulton Bank NA and Fulton Financial Advisors, where he is involved in investment sales and services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to help clients evaluate potential outcomes and supports municipal and public finance through a unique affiliation with a municipal advisor.

Theodore Ennis Jr. is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds Series 63 and Series 65 licenses. 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 analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Donald Sklanka is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. 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 with over 14,000 financial advisors.

Kristen Lipovsky is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She previously worked at Oppenheimer & Co, Inc. for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Bowman is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Kingsview Wealth Management. 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, and institutions.

Michelle Tauber is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Raymond James in 2019, she worked at Kappa Publisher Services and Rodale Inc. for 28 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and maintains unique affiliations supporting municipal and public finance work.

Teagan Renner is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Renner held positions at Penn Community Bank, UPS, ADP, and Moravian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Kenneth Mackenzie is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mackenzie is a board member and founder of the Executive Forum of the Lehigh Valley, a regional networking organization. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Eric Boyle is a CFP® professional with 20 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities Corporation for 16 years and Ameriprise for one year. He is a board member of the Parkland Education Foundation, a nonprofit organization that raises funds to support educational and extracurricular programs in the Parkland School District. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Katrina Noldy is a financial advisor at Morgan Stanley with the Series 66 designation and six years of industry experience. She joined Morgan Stanley in 2019 after working in various roles in hospitality and retail. Outside of her advisory work, she is employed as a waitress at Bru Daddy's Brewery in Allentown, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Jeff Depalma is a Financial Consultant currently working at Fidelity Investments since 2025. He joined Fidelity in 2023 as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2021 to 2023. Since beginning his career in financial services in 2021, Jeff has focused on creating personalized financial strategies and helping clients navigate their financial decisions with clarity and confidence. He aims to ensure that clients feel informed, empowered, and involved throughout the advisory process. Outside of his professional work, Jeff has interests in beach activities, fitness, golf, pets, snowboarding, and traveling.

Travis Shearer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His work history includes roles at Blue Mountain Financial Group and Primerica Financial Services. Outside of finance, he is a partner at Jacobs Valley Farm, a livestock business, and has served with the Penn Township Police Department since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Stephen Bajan II is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Easton, PA since 2014. He holds the Series 66 designation and has been with Edward Jones for his entire advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Kristie Strubeck is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and has worked at Raymond James in various capacities since 2016, including her current role since 2019. Prior to her current position, she was an advisor with Evans Wealth Strategies. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles, supported by extensive research and advisory programs.

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 licenses and 13 years of industry experience. Her career includes previous roles at Morgan Stanley, McQueen Ball and Associates, and CAPTrust. She has been with Mass Mutual and its affiliate companies since 2019. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual financial planning relationships using firm-approved analytical tools.

John Noon II is a Series 66-registered advisor with Primerica Advisors in Allentown, PA, where he has worked since 2013, encompassing 13 years of industry experience. He is also the owner of Noon Enterprises LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, offering a wrap-fee asset management program that relies largely on model-delivery strategies created by unaffiliated asset managers.