Jon Thomas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Personal Dollar Management and Cadaret, Grant & Co., Inc. for over three decades. Outside of advising, he is involved in a non-variable insurance business. 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 a focus on diversified investment strategies and operational support tools.

Harold Hagy is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following prior roles at Nationwide Securities and Nationwide Insurance Company. Outside of his advisory work, he serves as an auditor for Hamilton Township, reviewing the local township budget for accuracy. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by advanced research and operational tools.

Gregory Lauray is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 28 years of industry experience. He has worked with Cetera and its affiliated entities since 2005 and also owns and manages a CPA firm specializing in accounting and tax preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of discretionary and non-discretionary strategies.

Edward Winters Jr. is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Winters serves as a power of attorney for his son. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary solutions, model portfolios, and access to third-party managers.

Vicki Kirkpatrick is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services LLC before joining LPL Financial and Fidelity Deposit & Discount Bank. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Cleaver is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Uline, Inc. since 2008 and Primerica Financial Services since 2002. His other business activities include part-time sales of non-investment home-related products and loan products through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established third-party providers.

John Genova is a CFP® with 42 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at FSC Securities Corp. for eight years and OSAIC for two years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs, including municipal and public-finance services.

Sharon Starkes is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2012. Outside of her advisory role, she is involved in operating a Dairy Queen restaurant and serves as a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs alongside tailored financial planning solutions.

Ashley Siedt is a financial advisor with Equitable Advisors in Easton, PA, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Equitable Advisors since 2015, including time when it operated as Axa Advisors, LLC. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with investment models or discretionary managers, utilizing both proprietary and third-party solutions.

Kevin Donnelly is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Dana Vlasics is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked for over two decades at Dr. Andrew T. Pagano, DMD. Vlasics served as president of the Sam Vlasics Foundation, a nonprofit focused on heart defect awareness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s services include broad financial topics and can be combined with managed-account programs under a consolidated billing option.

Samuel Radogna is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his financial advisory role, he is involved in music creation and plays in a band represented by Broadcast Music Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Maria Winters is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 designation and has been affiliated with Cetera Advisors LLC since 2013. Winters also operates EM Winters Financial Services, a separate investment-related business, and is a licensed notary public. Cetera is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to multiple program structures and third-party managers.

Lisa Cardwell is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, she serves as an officer at D.A.C. Electric, Inc., a construction and engineering firm based in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Edward Bullock is a financial professional with 42 years of industry experience. He has been with Cetera since 2005 and holds the ChFC®, Series 63, and Series 65 designations. Outside of his advisory work, Bullock serves as President of the Board of Trustees for the Phillipsburg NJ Public Library and as Vice Chairman of the IRCO Federal Credit Union board. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of advisors and managing over $256 billion in assets.

Eric Nikles is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Royal Alliance Associates, INC. from 2018 to 2023 and at Jhfn Sii from 2010 to 2018. He is also the owner of Keystone Financial Management LLC, an investment-related business engaged in sales and marketing of securities and advisory products. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a broad range of brokerage and advisory services supported by firm-provided asset-allocation tools and access to multiple third-party investment platforms.

Linette Bastidas is a financial advisor with Equitable Advisors in Nazareth, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors and AXA Advisors, LLC since 2005. Outside of her advisory role, she serves as a trustee for her husband, Vicente Bastidas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored options, focusing on matching clients to appropriate investment models based on their risk tolerance and financial information.

Matthew Field is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has held prior roles at Nationwide and MSI Financial Services. His other business activities include a significant interest in Hagy Insurance Agency, which focuses on property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Nancy Robilotta is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 structured planning tools and modeling techniques as part of its financial planning process.

Janelle Hendershot is a financial advisor with LPL Financial in Nazareth, PA, holding a Series 66 designation and 8 years of industry experience. She has been with LPL Financial and One Financial Services since 2012. Outside of her advisory role, she is a licensed notary in Pennsylvania and is involved with Emilio J. Morrone, LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and portfolio management services supported by research, third-party managers, and technology tools.