David Quatrone is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2014. Outside of his advisory role, he has extensive involvement in education-related work with Tutor.Com, Educational Testing Service: College Board, Kaplan Test Prep, and the Allentown School District since 2005. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers a range of investment models including strategic, tactical, tax-managed, and income-distribution approaches.

Antoinette Chakif is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017, with prior career experience including a hiatus from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Gerdelmann is a financial advisor with MassMutual Investors Services in Chalfont, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with MassMutual and its affiliated companies since 2004. Outside of his advisory role, he serves as an agent for life and health insurance and is a member of an LLC related to advisory fee compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers various programs including estate and employer-sponsored planning.

Scott Richards is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Richards serves as Vice President on the Board of Directors for the Jerry Zimmerman Memorial Chapter of The National Wild Turkey Federation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Lorraine Gerra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo Clearing Services since 2017 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 both brokerage and advisory solutions.

Christopher Barr is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His previous roles include positions at Lockwood Advisors, Inc. and Pershing LLC. He is also involved in individual life, health, and group insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Bradley Thomas is a financial advisor with LPL Financial who holds CFP® and ChFC® designations and has nine years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as service in the United States Marine Corps. Outside of his advisory work, he owns a party rental business called Keystone Bounce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary research and third-party strategies, supported by technology tools for operational and research purposes.

Daniel Foy is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions, leveraging research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Adam Older is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entity since 2011. Outside of his advisory role, he instructs students in Shotokan Karate and Aikijujitsu and is involved in promoting healthier lifestyles through a business assisting clients with weight loss and habit formation. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team that collaborates with advisors to produce customized Recommendation Reports and manages a distinctive investment approach incorporating affiliated product options.

Donald Sklanka is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Hugh Cameron is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining Cetera in 2019, he worked at BB&T Securities and BBTIS. He is a partner and executive vice president at JBC Companies, focusing on strategies for fixed insurance, and serves on the board for strategic growth and planning at Vista Marketing Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Anthony Bagonis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously spent two years at Signator Investors. Outside of advisory roles, he is a commissioned Notary Public in Pennsylvania. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and supports both retail and institutional clients.

William Bowman is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Kingsview Wealth Management. 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, and institutions.

Michelle Tauber is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Raymond James in 2019, she worked at Kappa Publisher Services and Rodale Inc. for 28 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and maintains unique affiliations supporting municipal and public finance work.

Teagan Renner is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Renner held positions at Penn Community Bank, UPS, ADP, and Moravian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Ricky Whitmire Jr. is a financial advisor with LPL Financial in New Britain, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and PNC Wealth Management. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kenneth Mackenzie is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mackenzie is a board member and founder of the Executive Forum of the Lehigh Valley, a regional networking organization. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Eric Boyle is a CFP® professional with 20 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities Corporation for 16 years and Ameriprise for one year. He is a board member of the Parkland Education Foundation, a nonprofit organization that raises funds to support educational and extracurricular programs in the Parkland School District. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Katrina Noldy is a financial advisor at Morgan Stanley with the Series 66 designation and six years of industry experience. She joined Morgan Stanley in 2019 after working in various roles in hospitality and retail. Outside of her advisory work, she is employed as a waitress at Bru Daddy's Brewery in Allentown, Pennsylvania. 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Jeff Depalma is a Financial Consultant currently working at Fidelity Investments since 2025. He joined Fidelity in 2023 as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2021 to 2023. Since beginning his career in financial services in 2021, Jeff has focused on creating personalized financial strategies and helping clients navigate their financial decisions with clarity and confidence. He aims to ensure that clients feel informed, empowered, and involved throughout the advisory process. Outside of his professional work, Jeff has interests in beach activities, fitness, golf, pets, snowboarding, and traveling.