Shauneil Doyley is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. He has seven years of industry experience, all with Wells Fargo, including a tenure at Wells Fargo Bank, N.A. in Allentown, Pennsylvania. 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 a range of brokerage and advisory solutions supported by research and analytics.

Wilson Yale is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the owner of Yale Group LLC, a non-investment-related business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers diverse investment and planning options.

Robert Hurley is a CFP® with 43 years of experience in the financial industry. He has worked at LPL Financial since 2025 and previously operated R.G. Hurley & Associates, Inc. for 39 years. Hurley has also been associated with Cadaret, Grant & Co., Inc. since 1983. Outside of advising, he has been involved in insurance sales, focusing on life, health, and annuity products. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technologies.

Nicholas Hinkle is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Profile Management Agency LLC and Lehigh Valley Health Network. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Stephanie Miller is a financial advisor at Ameriprise with 21 years of industry experience. She holds the ChFC® and Series 66 designations and previously worked at Edward Jones for eight years before joining Ameriprise. Outside of her advisory role, she runs the Broad St. Business Club, a Facebook group for women business owners. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, using a centralized consulting team to deliver written, model-driven recommendations that incorporate tax efficiency and income strategies.

Lourdes Visperas is a financial advisor with Ameriprise in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Ameriprise and its predecessor firm since 1991. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Keith Yanders is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his financial career, he is involved with Living Room Yoga in Emmaus, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Brian Duelfer is a financial advisor at Ameriprise with 38 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2015. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized consulting team and employing algorithmic automation to generate recommendations.

Candice Gray is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Brian Fitzharris is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, including prior affiliation with Axa Advisors, LLC. Fitzharris operates a separate wealth management business under the name The Rockland Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of advisory programs and third-party managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to customize client solutions.

Thomas Dellaquila is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work history includes roles at Cambria County and CVS Health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Amanda Zhou is a Branch Leader at Fidelity Investments, where she leads a team of financial professionals providing financial and investment guidance to clients. She has held this role since 2023. Her professional experience includes positions as a Field Supervision Officer at Edward Jones in 2023, Core Brokerage Team Lead at Robinhood from 2021 to 2023, and Investor Service at TD Ameritrade from 2019 to 2021. Through these roles, she has developed expertise in financial services and client support. Outside of her professional work, Amanda enjoys hiking and exploring food-related interests.

Lisa Rarick is a financial advisor at Morgan Stanley with 30 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 12 years before joining Morgan Stanley in 2016. Outside of her advisory role, she is a part-time independent distributor of health and wellness products through at-home parties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and strategies.

Tyler Corpora is currently an Investment Consultant at Fidelity Investments, where he specializes in developing personalized financial plans that align with clients' specific needs, risk tolerance, and financial goals. His approach focuses on creating transparent and approachable experiences to help clients feel confident throughout their financial journeys. Tyler's professional experience includes roles as an Associate Financial Advisor and Paraplanner at Ameriprise Financial from 2025 to 2026, a Retirement Services Sales Representative at ADP Broker Dealer from 2023 to 2025, and a Financial Representative Intern at Northwestern Mutual in 2021. These positions have contributed to his expertise in investment consulting and retirement services. Outside of his professional work, Tyler enjoys activities such as going to the beach, cooking and baking, football, social events with friends, golf, and traveling.

Terry Dorrity is a financial advisor with Fidelity Capital Management Corp, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at Fidelity Capital Management since 2000 and Integrity Investments since 2022. Outside of finance, Mr. Dorrity owns and operates KelsBuds Inc., which includes Bone's Pizza and Bone's Twisted Sister yogurt and smoothie shop, where he is actively involved. Fidelity Capital Management Corp provides investment advisory and portfolio management services primarily on a non-discretionary basis to individual clients. The firm focuses on investment analysis and account reviews and manages a small client base with approximately $150,000 in regulatory assets under management.

James Mohamdein is a financial advisor at Social Justice Capital LLC in Bethlehem, PA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Personal and Workplace Advisors, The Vanguard Group, and other firms. Outside of finance, he is involved in performing arts as an actor and musician and also works in the sales of solar panel systems. Social Justice Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and public educational seminars. The firm serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering customized portfolios based on client goals and risk tolerance, using methods such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo planning.