Sameer Phadke is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. His career includes prior roles at SCF Investment Advisors, SCF Securities, Morgan Stanley, Citigroup Global Markets, and Ameriprise. In addition to his advisory work, he serves as a non-variable insurance agent. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

Kelly Allen is a financial advisor at Raymond James & Associates with 23 years of industry experience. Prior to joining Raymond James in 2025, Allen worked for Morgan Stanley Smith Barney LLC for 14 years. Allen holds Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Varela is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has industry experience since 2019, previously working at Northwestern Mutual Investment Services and Power Home Remodeling Group. Outside of his advisory role, he is the founder of Varela Financial, a student loan consulting business, and serves as a broker for life, fixed annuities, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop written recommendations tailored to client goals.

Jeffrey Mc Elhaney Jr. is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. He is based in Emmaus, PA. Outside of his advisory role, he owns a vacation rental property in Strathmere, New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Nicolas Weachter is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, gaining extensive experience as a Financial Advisor at Vanguard since 2017 and as a Senior Financial Planner at Facet Wealth from 2021 to 2022. His career also includes positions such as Money Movement Specialist, Client Relationship Administrator, Problem Resolution Associate, and Client Relationship Associate at Vanguard, spanning from 2006 to 2017. Nicolas collaborates closely with his clients to understand their financial needs, goals, and preferences, tailoring financial strategies that correspond to their objectives. He emphasizes educating his clients on financial planning concepts to help mitigate risks in their financial plans. Outside of his professional work, Nicolas has interests in fitness, football, music, and pets.

Julie Shickel is a CFP® with 29 years of experience in the financial services industry. She is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services and Hornor, Townsend & Kent, LLC. In addition to her advisory role, she sells homeowners and auto insurance and offers fixed annuities, term life, disability, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors as well as institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and offers both discretionary and non-discretionary account management.

Douglas Woolley is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley and its related entities since 2009. He operates out of Allentown, Pennsylvania, where he also serves in a power of attorney capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes structured planning tools and market modeling techniques as part of its process.

Joseph Leary IV is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following five years at MetLife Securities. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides 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, and conducts educational seminars.

Benjamin Netznik is a financial advisor with Ameriprise in Allentown, PA, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2020 and previously was employed at Albright College and Palmerton Area High School. Outside of his advisory role, he works as a server at Joey B's in Palmerton, PA. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages a wrap-fee asset management program primarily serving 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, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

Kevin Jones Jr. is a financial advisor at Morgan Stanley in Allentown, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. His career includes roles at Merrill, Cetera Investment Services, and Wells Fargo, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s Secular Return Estimates to support its financial planning process.

James Woodley is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018, following three years at Frito Lay. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

David Anderson is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has prior work history at QVC and GameStop. Anderson serves as president of a local networking group, BNI Connect, based in Easton, PA. Edward Jones is a wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diego Mercado is a Series 66 licensed financial advisor with 8 years of industry experience. He is currently affiliated with LPL Financial and First Commonwealth Federal Credit Union. Prior to these roles, he worked at Wells Fargo Clearing and Bank of America, including a position with Merrill. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Mary Mai is a financial advisor with Wells Fargo Clearing in Bethlehem, PA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.