James Baker is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James entities since 1990. Outside of financial services, he is involved with Pulmonary Power Harvesting Company, LLC and serves as an Associate Director of a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning supported by analytical tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.

Josue Edouard is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

John Denault is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and serves concurrently in the Connecticut Army National Guard since 1983. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Alexander Edwards is a financial advisor with Wells Fargo Clearing in Allentown, PA. He holds Series 63 and Series 66 designations and has three years of industry experience. His work history includes roles with Wells Fargo Bank, N.A. and Wells Fargo Virtual Channels. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors, CUSO Financial Services, and Raymond James Financial. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management solutions, including access to third-party managers and customized strategies.

Jared Hark is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 65 credential and three years of industry experience. His prior work includes founding Hark & Associates, PC, and roles at Urban Outfitters and Temple University. 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 and institutional platforms, with investment strategies implemented through model portfolios, third-party subadvisors, or customized approaches.

Timothy Mccarty is a Series 66-licensed financial advisor with Ameriprise in Sciota, PA, and has 16 years of industry experience. He has been with Ameriprise and its affiliate since 2014. He serves as a trustee on the Board of Directors for Manoquesy Lodge #413. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Kevin Hiller is a financial advisor with Equitable Advisors in New Britain, PA, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Investment Advisors, and Northwestern Mutual, among others. He is also involved as an independent agent in the sales and service of fixed insurance products. Equitable Advisors serves a broad client base, including individuals, institutional clients, and retirement plans, providing financial planning, retirement consulting, and asset management programs. The firm’s approach emphasizes matching clients to model portfolios or discretionary managers, often through third-party sponsors, and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Lehocky is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Deutsche Bank for 25 years and has also been associated with QNB Bank, Cetera, Mitsubishi UFJ Financial Group, and Cetera Financial Specialists LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Edward Keenan is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and TD Ameritrade before joining J.P. Morgan in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jade Clark is a CFP® professional with six years of industry experience, currently affiliated with Cetera. She has held positions at firms including Z Wealth Management and Allied Wealth Partners. Outside her advisory role, Clark assists an elderly neighbor with mail organization and household tasks. Cetera is an SEC-registered adviser serving individual, corporate, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

David Desimone is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1980 and recently joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and other financial services.

Michael Barski is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Saeid Zamani is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, CUSO Financial Services, and Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services in municipal and public finance.

Brett Daily is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following four years at The Vanguard Group, Inc. He also spent time at Saint Joseph's University and the Phoenixville YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, with oversight of affiliated and unaffiliated sub-advisers.

Samuel Cannon is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Merrill for five years prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research and analytics informed by diversification principles and modern portfolio theory.

Dylan Spadt is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large network of over 14,000 advisors and combines research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Edward Farley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 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.

Bruce Hillegass is a financial advisor at Cetera with 21 years of industry experience. He holds the CFP® and Series 66 credentials and previously worked at Avantax Advisory Services and related firms for two decades. In addition to his advisory role, he serves as a member of the Tax Appeal Board for the Borough of Macungie and operates a CPA practice providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

Crystal Dye is a CFP® with 17 years of industry experience, currently working at Raymond James Financial Services Advisors, Inc. since 2009. She is based in Emmaus, PA, and also works as an associate at Evans Wealth Strategies, assisting with client support. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary planning and analytical tools.