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.

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.

John O’Connor is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as an executor of a family estate. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Diego Mercado is a financial advisor with LPL Financial in Whitehall, PA, holding a Series 66 designation and eight years of industry experience. His career includes positions at Bank of America, Merrill, Wells Fargo Clearing, and First Commonwealth Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with both discretionary and non-discretionary management options.

Tracie Burton is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses across a broad range of financial planning topics without offering discretionary portfolio management or institutional advisory services.

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.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

John Lentz II is a financial advisor at Ameriprise with 49 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliates since 1985. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Wolf is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and currently works at Morgan Stanley Private Bank, N.A. He has prior experience at various firms including LPL Financial LLC and Primerica Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved modeling tools.

Steven Himmelreich is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His work history includes roles at Blue Mountain Financial Group, PFS Investments, Inc., Primerica Financial Services, and Carpenter Technology. He is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Vincent Saraceno is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Saraceno is based in Kutztown, PA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a wide range of topics without discretionary portfolio management.