Tiffani Tita is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. Her prior roles have been exclusively within Ameriprise and its affiliates. Outside of her advisory work, she is involved with BW Nice Lehigh Valley, a community service and networking organization. Ameriprise is an institutional firm that provides retirement-income planning services primarily to individuals with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Harold Hagy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He previously worked at Nationwide Insurance Company and Nationwide Securities, LLC for a combined 19 years before joining LPL Financial in 2017. Outside of his advisory role, he serves as an auditor for Hamilton Township, reviewing the local budget for accuracy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Gregory Lauray is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 28 years of industry experience. He has worked with Cetera and its affiliated entities since 2005 and also owns and manages a CPA firm specializing in accounting and tax preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of discretionary and non-discretionary strategies.

Vicki Kirkpatrick is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services LLC, KeyBank, and Fidelity Deposit & Discount Bank. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Christopher Cleaver is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he has a long tenure with Primerica Financial Services since 2002 and has worked at Uline, Inc. since 2008. He is involved in sales of investment-related products and part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based investment strategies and outsourced portfolio management.

Sharon Starkes is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. Outside of finance, she is involved as an owner and operator of a fast food business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Kevin Donnelly is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Dana Vlasics is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked for over two decades at Dr. Andrew T. Pagano, DMD. Vlasics served as president of the Sam Vlasics Foundation, a nonprofit focused on heart defect awareness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s services include broad financial topics and can be combined with managed-account programs under a consolidated billing option.

Lisa Cardwell is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, she serves as an officer at D.A.C. Electric, Inc., a construction and engineering firm based in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Eric Nikles is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Royal Alliance Associates, INC. from 2018 to 2023 and at Jhfn Sii from 2010 to 2018. He is also the owner of Keystone Financial Management LLC, an investment-related business engaged in sales and marketing of securities and advisory products. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a broad range of brokerage and advisory services supported by firm-provided asset-allocation tools and access to multiple third-party investment platforms.

Linette Bastidas is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors since 2005, including its predecessor AXA Advisors, LLC. Linette also serves as a trustee for her husband, Vincente Bastidas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Matthew Field is a financial advisor with LPL Financial in Sciota, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes seven years with Nationwide and Nationwide Securities LLC. He is involved with Hagy Financial Services, LLC and Hagy Insurance Agency, which provides property and casualty insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of portfolio management strategies and research resources.

Nancy Robilotta is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding a Series 66 designation and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Janelle Hendershot is a financial advisor with LPL Financial in Nazareth, PA, holding a Series 66 designation and 8 years of industry experience. She has been with LPL Financial and One Financial Services since 2012. Outside of advising, she is a commissioned notary public for the state of Pennsylvania and will begin providing tax preparation and accounting services with Emilio J. Morrone, LLC starting in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of portfolio management options supported by LPL Research and third-party subadvisors.

Samantha Prusia is a financial professional with seven years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has worked at multiple firms including Cetera Advisors and First Allied Securities. Prusia also operates EM Winters Financial Services, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with both discretionary and non-discretionary program options.

Tarik El Bassiouni is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2013. Outside of his advisory role, he coaches basketball for the Stroudsburg Area School District. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and investment committee insights to deliver tailored solutions.

Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.

Timothy Ferguson is a financial advisor with Equitable Advisors in Columbia, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in education and hospitality. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, providing financial planning, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various sponsored programs and third-party managers to offer advisory and brokerage solutions.

Michael Chell is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding Series 63 and Series 65 designations with 41 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. In addition to his advisory role, he serves as CEO of Chell Financial Group, Inc., a support company for Raymond James business operations. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joseph Connell is a financial advisor at OSAIC with 10 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining OSAIC in 2021, he worked at CAPTRUST Financial Advisors and Strategic Advisor Group. Outside of his advisory work, Connell serves as treasurer for Touchstone Theatre, a nonprofit focused on underserved youth, and is a board member of the St. Anne Educational Endowment Fund. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.