Arthur Smith is a financial advisor with Lincoln Investment in Bethlehem, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at firms including LPL Financial, QNB Bank, and Investment Professionals Inc. Outside of his advisory role, he manages a short-term rental business, hosting and overseeing bookings for a sailboat in Key West. Lincoln Investment serves a diverse client base including individuals, high-net-worth clients, charitable organizations, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed portfolio solutions, employing a mix of strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Mark Strunk Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles within PNC Investments and PNC Bank, along with brief periods at Fidelity Deposit and Discount Bank and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to implement portfolios with mutual funds and ETFs.

Jennifer Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having five years of industry experience. Her prior work includes roles at Cadaret Grant & Co., Inc., Royal Alliance Associates, Inc., Valor Wealth Management, and MML Investors Services. Outside of finance, she was involved with Pink Entourage Salon from 2014 to 2018. 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 range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios, research, and technologies including machine learning.

Christian Senko is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Daniel Memorial Inc. for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and delegated advisory mandates.

Mark Oteri is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages practice expenses through his ownership of Mark J Oteri LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice supported by research, third-party data, and algorithmic tools.

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.

Logan Marsh is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held various roles in retail and logistics, including positions at FedEx and UPS. Outside of his advisory work, he is employed part-time as an asset protection detective at Macy’s in Whitehall Township, PA. 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 third-party programs. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Robert Mcfarland is a financial advisor with Equitable Advisors in Bethlehem, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he volunteers as an organizer for the Palmer Kiwanis golf outing committee and serves as CFO of The Rockland Group - Wealth Management, LLC. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth families, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates largely through LPL-sponsored programs and third-party managers, offering both discretionary and non-discretionary advisory solutions.

Christy Alvord is a Series 66 licensed advisor at Thrivent Investment Management with six years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020 and previously spent eight years with the City of Allentown. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive written recommendations on various financial planning topics and allows clients to combine planning with managed account services under a consolidated billing option.

Joshua Koch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Thrivent, he worked at Sentry Insurance for seven years. He serves as Secretary on the Board of Directors for Hardship Heroes, a local nonprofit organization that provides gifts and experiences to individuals and families facing medical hardships. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across multiple planning areas without managing client assets directly.

Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.

Stephen Parrish is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Edward Clewell is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has previously worked at Girard Advisory Services, Girard Partners, Ltd, Girard Investment Services, LLC, and Univest Investments, Inc. He is based in Bethlehem, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

John Giancaterino Jr. is a ChFC® with 42 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at VOYA Financial Advisors and managing his own firms, Giancaterino and Associates and WealthWorks Financial, LLC. He is also involved in fixed insurance product sales and life settlements through his independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with multiple program structures and affiliations.

Christina Kuhn is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from implementation, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

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.

David Antonchak is a CFP® with 30 years of industry experience, currently affiliated with Cetera. He has worked with Cetera and its affiliates since 2016 and has also operated his own financial services firms. Outside of his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use affiliated and third-party model portfolios, discretionary and non-discretionary management, and a variety of program structures supported by ongoing supervision and client reviews.

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.

Brian Keich is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors and Mauch Chunk Trust Company, where he also serves as division manager. Outside of his advisory role, Keich is involved with the Tamaqua Lions Club as president and serves on the Tamaqua Police Pension Commission. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Michael Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in Pennsylvania. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver personalized, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.