Chloe Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Fidelity Investments and has a background in performing arts, including experience as an opera singer and voice teacher. She currently serves as a soprano section leader at Doylestown Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

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 Finizio is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Fidelity Brokerage Services, Bank of America, Merrill, The Vanguard Group, and M&T Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

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.

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.

Steven Werner is a Financial Consultant currently with Fidelity Investments since 2023. He has extensive experience in financial consulting, having worked in similar roles at Etrade from 2006 to 2023, and prior to that, as a Financial Specialist at Wachovia Bank from 2002 to 2004. He also served as a Financial Advisor at American Express between 2000 and 2001. Throughout his career, Steven has partnered with clients to identify financial goals, develop personalized plans tailored to their unique situations, and provide investment guidance. He approaches client relationships with a commitment to treating them as an extension of his own family. Outside of his professional work, Steven has interests in baseball, golf, music, softball, and table tennis. He is also involved in volunteering activities.

Mark Enriquez is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a three-year tenure at Morgan Stanley Private Bank. He serves as Treasurer and Board Member for Team Giving, a nonprofit organization addressing time-sensitive critical needs. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Emily Moore is a CFP® professional with eight years of experience in financial advising. She is currently with Ameriprise Financial Services LLC and has previously worked at Lincoln Investment, Raymond James Financial Services, and several other firms. In addition to her advisory role, she serves part-time as a Personal Financial Counselor III for MAGELLAN FEDERAL, providing financial education and counseling related to budgeting and resource referrals in support of military needs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing tax-aware retirement income planning and written recommendation reports. The firm’s approach includes proprietary research and structured withdrawal strategies, with enrollment criteria that focus on clients with a minimum level of investable assets.

Christopher Yale is a financial advisor with Morgan Stanley in Allentown, PA, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Joan Markus is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2009, with prior experience at PaineWebber. Markus also serves as a notary. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrew Sollenberger is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2023. Prior to this, he spent 14 years at SagePoint Financial, Inc. He is involved in several business activities, including serving as president of Xcel Financial Group, a sole proprietorship providing tax and insurance services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by various investment platforms and automated portfolio management tools.

Michael Fransen is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones and Foresight Business Solutions, as well as periods of self-employment. Fransen is also involved in tax preparation and accounting through Emilio J. Morrone, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.