Jarrod Renninger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at LPL Financial, Good Life Advisors, Bank of America, and Merrill Lynch. Renninger operates an independent registered investment advisory business through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Michael Engler Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. Engler is involved in community efforts as a board member and co-chairman of the Lehigh Valley Business Group, which promotes resource awareness for families in the Lehigh community. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing a multi-billion dollar asset base and providing clients with tailored investment strategies through a network of advisers and third-party asset managers.

Daryl Woodring is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he works as a high school football and basketball referee, officiating approximately 35-40 games annually. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

John Olson is a CFP® and holds a Series 66 license with 23 years of industry experience, all at Janney Montgomery Scott LLC since 2003. He is based in Allentown, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Kevin Kennedy is a financial advisor with Hornor, Townsend & Kent, LLC, holding the Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Kennedy participates in the 1847 Phil Raymond Charitable Foundation, a nonprofit supporting the professional development of financial professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

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 worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Uber, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Brett Poling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ADP and Wells Fargo Advisors. He has also been involved with OxyFit Gym and Moravian University during earlier stages of his career. 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 substantial assets and offers a variety of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Peter Isaac is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 2016. In addition to his financial advisory work, he is a practicing Doctor of Osteopathic Medicine. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and custodians, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Thomas Munshower is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at Delaware Valley Advisors, Securian Financial Services Inc, and Minnesota Life Insurance Co. He also has experience outside finance, having worked at CryoConcepts and in educational roles at Bucknell University and Allentown Central Catholic. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Dustin Adam is a Series 66 licensed financial advisor with Edward Jones in Blandon, PA, where he has worked since 2013, totaling 13 years of industry experience. Outside of his advisory role, he serves as president of Lenhartsville Fish & Game in Lenhartsville, PA. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices.

Rachael Hagginbothom is a financial advisor at Mass Mutual Investors Services with three years of industry experience. She holds a Series 66 designation and has worked previously in education at Widener University and Daniel Boone High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver tailored recommendations.

Derek Goodwin is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked for e4health for eleven years. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jason Morrow is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CUSO Financial Services, Citizens Securities, LPL Financial, and Cetera Investment Services. Outside of his advisory role, he is involved with Quantum Financial Management as a wealth advisor and insurance agent specializing in fixed annuities and non-variable insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy arrangements.

Terry Sandercock is a financial advisor with Wells Fargo Clearing in Allentown, PA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Devangee Shah is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Travis Fredericks is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2013. 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.

Michael O'Connell is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 14 years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory. The firm’s approach includes both discretionary and non-discretionary services, with a range of investment options that notably include insurance-related vehicles and bank deposit sweep programs.

Emrich Stellar III is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and MML Investors Services LLC. Outside of his advisory work, he operates Stellar Life Services LLC, where he offers various insurance products including traditional life insurance and long-term care insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers access to third-party managers and proprietary investment models.

Alan Shannon Breslin is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise since 2015. He is based in Allentown, PA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Breslin is a member of the Finance Committee on the Board of Directors for the Cathedral of St Catharine of Siena and owns a tax preparation business. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to support its advisory process and offers a broad range of financial solutions through affiliated entities.

Stephen Meli is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Sages, a non-financial personal services business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.