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.

Edward Schrimpe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years and OSAIC for 2 years. He is also involved in asset and wealth management services related to life insurance and fixed annuities outside of securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Nicole O'Malley is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in wellness and natural health through her sole proprietorship, Nikki O'Malley Empowered Wellness Solutions, which focuses on Kambo and natural products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support its financial advisors.

Patrick Boran is a financial advisor with Ameriprise in Nazareth, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at ESSA Bank & Trust and Cetera Investment Services LLC. Outside of his advisory work, he coaches the 2013 girls soccer team for Lehigh Valley United. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports delivered through a centralized consulting team.

Roger Berger is a CFP® and ChFC® with 27 years of industry experience, currently advising through LPL Financial. His career includes roles at The Hershey Company and Nationwide Securities Inc., among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and access to multiple research and portfolio management resources.

Jason Monteagudo is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. He previously worked at Signator Investors Inc. for 10 years before joining OSAIC in 2018. Outside of his advisory role, he serves on the boards of two cornhole leagues, assisting with event organization and sponsorship allocation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a diverse set of investment vehicles.

Carrie Lee is a Planning Consultant based in New York, currently working with Fidelity Investments. In her role, she collaborates with clients to help them pursue their financial goals by utilizing the tools and planning materials provided by Fidelity Investments to create and implement financial plans. Carrie has been with Fidelity Investments since 2023, initially serving as a Financial Consultant before advancing to her current position in 2024. Prior to joining Fidelity, she worked as a Financial Consultant at E*TRADE from Morgan Stanley from 2014 to 2023. Her professional experience encompasses financial planning and consulting roles within major financial institutions. Outside of her professional work, Carrie has personal interests that include spending time at the beach, visiting museums, enjoying music, caring for pets, reading, and running.

James Dunn Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004. Dunn also operates a business under the name Dunn Wealth Management and has outside employment unrelated to investment advisory services. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to research and model portfolios from multiple sources.

Dylan Stroup is a Series 66-licensed financial advisor with Equitable Advisors in Bethlehem, PA, where he has worked since 2010. He has 15 years of industry experience, including a decade with Axa Advisors. Outside of his advisory work, he serves on the boards of Keyan Health Care Initiatives and the Boys & Girls Club of Bethlehem. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model to tailor services based on client goals and risk tolerance.

Paola Gallego is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at UBS Financial Services Inc. from 2013 to 2020. Outside of her advisory role, she is involved as a partner in Olimpico Real Estate LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s planning process utilizes structured tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Kurt Kowalski is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he worked at Portnoy Schneck, LLC and operated his own law office for five years. He maintains his law license by meeting continuing education requirements, although he is not currently practicing. 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, and institutional organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling to support client goals.

Levent Bayrasli is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Ameriprise and its related entities since 2012. Bayrasli serves as a managing partner of Sonic Series LLC and is a board member of the Estate Planning Council of the Lehigh Valley. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, supported by a centralized consulting team.

Douglas Beaney is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Investacorp, Inc. and Painewebber Incorporated. Beaney also engages in insurance sales through The Beaney Group, LLC. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to manage portfolios that include a range of investment types.

Matthew Birnbaum is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, Lp for 12 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Aaron Fuhrman is a financial advisor at Edward Jones in Phillipsburg, NJ, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors and 15,000 branches.

Benjamin Foreman is a CFP® and Series 66 credentialed advisor with 18 years of industry experience. He has worked at Fidelity since 2009, including his current role with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, supporting both discretionary and non-discretionary advisory strategies.

Elise Heinemeyer is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has worked at Bank of America, N.A., and Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Schubert is a financial advisor with LPL Financial in Wind Gap, PA, holding the PFS™ and Series 66 designations and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services for six years before joining LPL Financial in 2019. Outside of his advisory role, he is involved in a music entertainment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various investment management approaches and technologies.