Olivia Ackerman is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Her prior roles include positions at USHealth Advisors and Juice Press LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and holds a unique regulatory standing as both a commodity pool operator and advisor to multiple registered investment companies.

Forrest Obrien is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 35 years of industry experience. He previously worked at Commonwealth Financial Network and Cadaret, Grant & Co., Inc. Outside of his advisory role, he owns Financial Sources Inc., a private entity that facilitates securities and insurance business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a mix of proprietary and third-party strategies across multiple platforms.

Meghan Casey is a financial advisor at Edward Jones with 11 years of industry experience. She joined Edward Jones in 2016 after two years with JP Morgan Securities LLC. Outside of her advisory role, she participates in management decisions for a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Robert Meuser Jr. is a financial advisor with Ameriprise in Easton, PA, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team that delivers tailored, algorithm-assisted recommendations focused on income sources, tax efficiency, and Social Security strategies.

William Travis is a CFA® charterholder with 24 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also holds a Series 63 license and works as an insurance agent specializing in individual life, property/casualty, health, and group insurance products. Outside of his advisory role, Travis serves as a FINRA arbitrator and operates a business consulting practice. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using advanced analytical tools and offers a range of investment and educational programs.

Raymond Shive II is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and began his financial services career in 2024. Prior to this, he held roles outside finance, including leadership in music education and worship team direction at a church. He currently serves as a worship team leader, selecting music and organizing volunteer musicians for weekly church services. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning relationships using firm-approved analytical tools and focuses on recommending investment strategies rather than specific products.

Joseph Hoffmeier Jr. is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Hoffmeier is a sole proprietor involved in real estate through rental property ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Sameer Phadke is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked for SCF Investment Advisors, INC. and SCF Securities, Inc. for 11 years. He also maintains a non-variable insurance agent role outside of his advisory work. 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, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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® professional at OSAIC with 28 years of industry experience. She previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Outside of her advisory role, she sells homeowners and auto insurance and manages fixed annuities, term life, disability, and long-term care insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved with Mid-Atlantic Planning Services and Mid-Atlantic Pension Specialists, Inc., a third-party administrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.