David Richards is a financial advisor with Ameriprise in Coplay, PA, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2014, with prior roles at Tom James Company, Blakely Financial, Commonwealth Financial, and RoNetco. Outside of his advisory work, Richards serves on multiple boards including the Jerry Zimmerman Memorial Chapter Board, the Baum School of Art, and the Masonic Lehigh Lodge #326, where he participates in financial oversight and fundraising activities. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver annual, personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robin Brubacher is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1985. 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 developed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Medici is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. He has previously worked at Fox Financial Group and Heart & Home Realty, where he has been involved in both financial and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Andrew Reichard is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes roles at Equitable Advisors, Mass Mutual Greater Philadelphia, and The Rockland Group-Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Jeffrey Ringer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Blue Mountain Financial Group, PFS Investments Inc., Simplex Grinnell, and Primerica Financial Services. He also engages in sales of home-related products and services through affiliated companies under the Blue Mountain Financial Group name. Primerica Advisors offers discretionary asset management primarily 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 employs a tiered wrap-fee structure, focusing on personalized portfolio solutions rather than institutional or pension plan management.

Matthew Lindenmuth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2013 and is also involved with Safety Rail Source as an administrative assistant and serves as a middle school soccer coach at Coventry Christian School. Primerica Advisors provides discretionary asset management primarily 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 in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and Pershing for custody and trade execution.

Harrison Bromley is a CFP® professional affiliated with Wells Fargo Clearing, with nine years of industry experience. His prior roles include positions at The Vanguard Group, Wealthcare Advisory Partners LLC, LPL Financial, Miller's Insurance Agency, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Charles Mckelvey is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Commonwealth Financial Network and Cadaret, Grant & Co., Inc. He also engages in fixed insurance sales on a limited basis. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody and platform arrangements.

Scott Sylvainus is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 13 years of industry experience, having worked previously with Mutual of Omaha and its affiliated firms. In addition to his advisory role, Sylvainus serves as a Township Supervisor and Planning Commissioner for Upper Nazareth Township. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Nicholas Weschler is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has nine years of industry experience, including roles at Horace Mann Companies and Carbon Lehigh Intermediate Unit 21. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.

Kim Kametz is a Senior Financial Advisor at Merrill Lynch Wealth Management in Allentown, PA. She has been with Merrill since 2007, providing personalized wealth management strategies tailored to clients' individual financial goals. Kim works closely with clients on areas such as college education planning, family wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, women and wealth, and retirement income. Kim earned a Bachelor's Degree from Muhlenberg College and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Before joining Merrill, she spent eighteen years in corporate finance, holding various managerial and executive finance roles within domestic and international companies, including a Fortune 500 firm. Outside of her professional work, Kim enjoys cooking, golfing, knitting and crocheting, reading, and practicing yoga. She is also engaged in community service, volunteering with local organizations.

Ryan Oestreich is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 18 years of experience in the industry. He has been with Mass Mutual and its affiliated firms since 2008. Outside of his advisory role, he is involved in Medicare insurance sales through his own business and works as a mortgage loan originator. MassMutual Investors Services operates as 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 programs, focusing on collaborative planning relationships that use firm-approved analytical tools to develop investment strategies.

Edwin Gonzalez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at GlobalAtlantic/KKR, Wells Fargo, and FedEx Ground. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sally Kacar is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having two years of industry experience. She has a background including roles at Primerica Financial Services since 2013 and prior service on the New Brunswick Board of Education from 2010 to 2020. Outside of advising, she is involved in sales of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and account custody through established custodians.

Jessica Janenko is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual Investment Management and several smaller advisory practices. 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 research. The firm manages approximately $2.74 trillion in client assets and offers services through direct and corporate financial planning agreements.

Christopher Wainwright is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Financial Network. His earlier background includes roles outside of finance, such as at Ciocca Dealerships and involvement in education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and collaborative planning.

Ronald Weber is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 39 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986 and also operates Blue Mountain Financial Group. Outside of advising, he is an author and co-author of financial books and owns Evergreen Hideaway, LLC in New Tripoli, PA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and an independent due-diligence process, with a tiered wrap fee structure distinguishing its approach.

Sydney Posh is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Sydney was involved with Posh Properties for three years. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Cichocki is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the investment committee of the Upper Perkiomen Education Foundation in Pennsylvania. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a wide range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support client goals.

Elvi Feliz Laureano is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual priorities and develop tailored strategies to pursue their short-, mid-, and long-term financial goals. Her role includes providing guidance on general investing, retirement planning, and saving for unexpected events, as well as facilitating access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Elvi holds a Bachelor's Degree from New Jersey City University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She is a member of Merrill Lynch, where she applies her expertise to offer ongoing advice and support as clients' needs evolve. Fluent in English and Spanish, she emphasizes understanding clients' concerns and questions to provide comprehensive financial guidance.