Joseph Garvey III is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he creates and sells original art and prints through his fine art business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, utilizing both proprietary and third-party models.

Peter Gruppo is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has two years of industry experience and previously worked at Wells Fargo Bank, Santander Securities, and United Ground Express. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Michael Stanley is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Uber and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors, offering asset-allocation advice, investment manager searches, and customized performance reporting.

Sarah Kayal is a CFP® with seven years of industry experience, currently affiliated with LPL Financial. She has previously worked at Raymond James Financial Services Advisors, Inc. and First Hope Bank, where she has been active since 2014. Kayal maintains a DBA for First Hope Wealth Management related to her LPL business. 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 proprietary and third-party research.

Troy Smith is a financial advisor with Ameriprise in Pen Argyl, PA, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes over two decades at Cetera and its affiliates before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach, with a focus on assets held in Ameriprise-managed accounts.

Danika Rhinehart is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Lehigh University from 2012 to 2019. Rhinehart rents out a former home in Bethlehem, PA, rather than having sold it. Edward Jones is a full-service wealth management firm serving more than 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 under a fiduciary standard.

William Newman is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gary Guzzi is a financial advisor with Morgan Stanley in Easton, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, along with an extended period at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct engagements and Corporate Financial Planning agreements.

Scott Brantingson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He worked at Wells Fargo Advisors for six years before joining Raymond James in 2018. Outside of his advisor role, he is involved with the Lehigh Valley Center for Independent Living. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, nonprofits, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Amanda Grey is a CFP®-certified financial advisor with six years of industry experience. She currently works at LPL Financial and previously held roles at Cadaret Grant & Co., Inc., Circle Wealth Management, and in congressional offices. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Douglas Schlegel Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His background includes service in the military and roles at Thrivent Financial and Amazon. Outside of advising, he is developing a business to manage rental properties through an LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach separates planning from managed accounts while offering a consolidated billing option called “WealthPlan.”

Debra Mosser is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, John Hancock, and Keystone Financial Management. She performs supervisory delegate duties and daily administrative tasks for Keystone Financial Management LLC. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, offering portfolio construction tools and access to third-party money managers across various investment strategies.

David Colon Jr. is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked with Primerica Financial Services since 2013 and owns Better Tax Inc., where he provides tax consulting services. Colon also engages in non-investment business activities related to home security and automation product referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports advisory services through a large network of advisors.

John Sobrinski is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked with Cadaret, Grant & Co., Inc. for five years and Triad Advisors Inc. for fourteen years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 proprietary and third-party research.

Amy Nichols is a financial advisor with Thrivent Investment Management in Easton, PA, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Thrivent Financial since 2018 and previously spent seven years with Larry Lancaster State Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax strategies. The firm combines goal-based analyses with managed-account options while keeping planning and portfolio management services distinct.

John Gisolfi is a CFP® with 39 years of experience in the financial services industry. He has been with Raymond James Financial and its related entities since 1993, currently operating out of Bangor, PA. Outside of his advisory role, he is an insurance agent involved with Pacific Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting using various analytical tools and supports its offerings with specialized programs and institutional expertise.

Patrick Denman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Avantax Advisory Services and Edward J Schellhammer, EA prior to joining Cetera. In addition to his advisory work, he owns an accounting and tax preparation business and serves on the board of the National Wrestling Coaches Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios and manages over $256 billion in assets.

Jeffrey Weekes is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 40 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. He serves as a board member for the College for Financial Planning and is a member of the Public Policy Council for the CFP Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Amber Carrick is a financial advisor with Osaic Wealth, Inc. based in Nazareth, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. She previously worked at Signator Investors Inc for 10 years before joining Royal Alliance Associates, INC., where she has been since 2018. Outside of her advisory role, she is president and owner of Keystone Financial Management LLC, an investment-related business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using both discretionary and non-discretionary management approaches.

Taj Piontkowski is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Equitable Advisors LLC, The Cheesecake Factory, and Gilbane Building Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.