David Romanelli is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following two years at Citigroup Global Markets. He serves on the Finance Committee and Board of Meals on Wheels of the Greater Lehigh Valley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and sophisticated modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Yves Roussel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and HSBC Bank USA N.A. He also serves as a trustee managing investment-related matters for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individuals, corporations, and institutions. 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.

Michael Nunno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Doylestown, PA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 advisors and provides both brokerage and advisory solutions.

Christopher Huber is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Grove Point Investments, Malloy Advisors, and H. Beck, Inc. 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 with flexible investment approaches, including access to third-party asset managers and customized strategies.

Drew Barlow is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Outside of his advisory role, Barlow co-owns Knowledge Transfer Partners Inc., a marketing and web design business operated with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Matthew Funk is a CFP®-designated financial advisor at OSAIC with 21 years of industry experience. He previously worked at Royal Alliance Associates, INC. for eight years and Sii for fourteen years. Funk is also a member of his homeowners association condo board. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment types, offering both discretionary and non-discretionary account management.

Jason Duross is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with LPL Enterprise and has worked at Prudential Insurance Company of America since 2009. Outside his advisory role, he is involved with the Comparion Insurance Agency as a property and casualty insurance agent. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Jeff Jafolla is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Aiden Baltz is a financial advisor at LPL Financial with the Series 66 credential and three years of industry experience. His prior roles include positions at Banc of America Securities, Bank of America N.A., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Elizabeth Mccarthy is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and 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 provides both brokerage and advisory solutions.

Maureen Berger is a financial advisor at Merrill with Series 63 and Series 65 licenses and 45 years of industry experience. She has been with Merrill since 1979. Outside of her advisory role, she serves as a power of attorney for family members. Merrill, along 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, pension plans, corporations, and charitable organizations.

Duane Young is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, Citizens Securities, and PNC Bank. 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 from Wells Fargo Investment Institute and third-party sources.

Bradford Greenawald is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves on the Board of Directors and as Assistant Treasurer for the Lehigh County Agricultural Society. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Linwood Giles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Blue Mountain Financial Group, PFS Investments, and Primerica Financial Services. Outside of his advisory roles, he is involved with St Matthews Evangelical Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Michael Jordan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Bank NA. 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 a range of brokerage and advisory solutions.

Dana Rosewag is a financial advisor at Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 credentials with 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Daniel Weidenhammer is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Key Investment Services LLC and Santander Securities LLC. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, while acting as an ERISA fiduciary.

Steven Grazio is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His background includes roles at Blue Mountain Financial Group and Jefferson, alongside prior experience at AstraZeneca and Philadelphia University. Outside of his advisory work, he owns Elysium Property Management in Hamburg, NJ. Primerica Advisors sponsors 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 entities. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.

Matthew Staples is a CFP® certificant with 24 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise Financial Services for ten years. Outside of his advisory role, he operates a basic tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

James Steckel is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously spent 13 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, Steckel is licensed as an insurance agent offering various health and fixed insurance products. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple advisory platforms to construct tailored investment portfolios.