Kevin Jones Jr. is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Merrill, Cetera Investment Services, First National Bank of PA, and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and overseen by the Global Investment Committee.

James Reimold is a financial advisor with LPL Financial in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked at Mass Mutual Investors Services for six years before joining LPL Financial in 2014. Reimold is involved with Mid-Atlantic Planning Services and Mid-Atlantic Pension Specialists, the latter being a third-party pension administration business. 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 broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Mary Mai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2009. Mary also has previous experience at Equitable Advisors. 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 that incorporate research and analytics from Wells Fargo Investment Institute and third-party sources.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Samuel Flaherty is a CFP® and ChFC® with 25 years of industry experience, currently advising through LPL Financial since 2011. He also operates Flaherty Financial Services, LLC, which serves as a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms.

Brett Werkheiser is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked concurrently with Primerica Advisors since 2019 and Primerica Financial Services since 2018, alongside roles at Lehigh Valley Health Network and Coordinated Health. His other business activities include the sale of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional plan management.

Andrew Filler is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliated firm since 2014. Outside of his advisory role, he is an owner of two LLCs that serve as landlords for office and residential properties in Coopersburg, PA. 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 without discretionary trading authority, addressing a wide range of financial topics while allowing clients to combine planning with managed-account services under a consolidated billing option.

Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Matthew Robb is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and previously worked at Fleetwood Bank before joining Thrivent in 2018. Outside of his advisory role, he serves as a seasonal Santa Claus impersonator and holds leadership positions on the boards of the Daniel Boone Optimist Club and the local Salvation Army advisory board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Carleen Mulholland is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the owner of Creative Printing, serves as a lecturer at Alvernia College, and works as an independent wellness consultant with doTERRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Morgan Mc Neely is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Deloitte & Touche LLP. Outside of his advisory role, he assists financial advisors at Evans Wealth Strategies in Emmaus, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and emphasizes technology and compliance in its operations.

Robin Clay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Cetera since 2020 and previously spent nearly two decades with Avantax in various advisory and insurance roles. Outside of her advisory work, she owns a tax preparation and planning business, Tax Returns Plus Financial Services, and is a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

John Lentz II is a financial advisor at Ameriprise with 49 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliates since 1985. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Wolf is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and currently works at Morgan Stanley Private Bank, N.A. He has prior experience at various firms including LPL Financial LLC and Primerica Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved modeling tools.

Steven Himmelreich is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Blue Mountain Financial Group, PFS Investments, Inc., and Carpenter Technology. His activities include the sale of investment-related products and involvement with home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Vincent Saraceno is a financial advisor with Thrivent Investment Management based in Kutztown, PA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. He has been with Thrivent since 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and broad financial planning topics without discretionary portfolio management or institutional advisory services.

David Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1984 and leads Diehl Financial Group, which conducts sales activities for investment and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Tim Dorner is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to build customized financial plans and investment strategies aimed at achieving their individual financial goals. He maintains ongoing relationships with clients to monitor and adjust these plans as needed. Prior to his current position, Tim held roles at Fidelity Investments including Investment Consultant from 2024 to 2025 and Investment Solutions Representative I from 2022 to 2024. He began his financial advisory career at Northwestern Mutual, working as a Financial Advisor from 2021 to 2022. Outside of his professional work, Tim's personal interests include comedy, fitness, football, social events with friends, and spending time with pets.

Richard Pratt is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 designations and has professional experience that includes roles at Agape Precision Manufacturing LLC and Van Industries Inc. Outside of his advisory work, Pratt is involved in sales of home security and automation products through affiliated companies of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,987 advisors and $15.5 billion in assets under management. The firm utilizes model-driven investment strategies and discretionary management options supported by third-party custodians and overlay managers.

Amy Emlet is a financial advisor with Merrill in Allentown, PA, holding Series 63 and Series 65 certifications and bringing 28 years of industry experience. She has been with Merrill since 1997 and also worked at Bank of America, N.A. since 2025. Outside of her advisory role, she is an independent consultant for a scrapbooking company. 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 various institutional clients.