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Thomas D

Series 63, Series 66

Allentown, PA

Morgan Stanley

Thomas Dellaquila is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work history includes roles at Cambria County and CVS Health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Wanqian Z

Series 63, Series 66

Center Valley, PA

Fidelity

Amanda Zhou is a Branch Leader at Fidelity Investments, where she leads a team of financial professionals providing financial and investment guidance to clients. She has held this role since 2023. Her professional experience includes positions as a Field Supervision Officer at Edward Jones in 2023, Core Brokerage Team Lead at Robinhood from 2021 to 2023, and Investor Service at TD Ameritrade from 2019 to 2021. Through these roles, she has developed expertise in financial services and client support. Outside of her professional work, Amanda enjoys hiking and exploring food-related interests.

Wealth management Financial Professional
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Lisa R

Series 63

Allentown, PA

Morgan Stanley

Lisa Rarick is a financial advisor at Morgan Stanley with 30 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 12 years before joining Morgan Stanley in 2016. Outside of her advisory role, she is a part-time independent distributor of health and wellness products through at-home parties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and strategies.

General estate planning guidance
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Tyler C

Series 65, Series 63

Center Valley, PA

Fidelity

Tyler Corpora is currently an Investment Consultant at Fidelity Investments, where he specializes in developing personalized financial plans that align with clients' specific needs, risk tolerance, and financial goals. His approach focuses on creating transparent and approachable experiences to help clients feel confident throughout their financial journeys. Tyler's professional experience includes roles as an Associate Financial Advisor and Paraplanner at Ameriprise Financial from 2025 to 2026, a Retirement Services Sales Representative at ADP Broker Dealer from 2023 to 2025, and a Financial Representative Intern at Northwestern Mutual in 2021. These positions have contributed to his expertise in investment consulting and retirement services. Outside of his professional work, Tyler enjoys activities such as going to the beach, cooking and baking, football, social events with friends, golf, and traveling.

Wealth management Passive / index investing Active portfolio management Financial Professional
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James M

Series 65, Series 63

Bethlehem, PA

Social Justice Capital LLC

James Mohamdein is a financial advisor at Social Justice Capital LLC in Bethlehem, PA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Personal and Workplace Advisors, The Vanguard Group, and other firms. Outside of finance, he is involved in performing arts as an actor and musician and also works in the sales of solar panel systems. Social Justice Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and public educational seminars. The firm serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering customized portfolios based on client goals and risk tolerance, using methods such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo planning.

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