Aliasgher Somji is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services, LLC since 2018, having worked at Wells Fargo Bank NA since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Bogert is a financial advisor with Wells Fargo Advisors in Allentown, PA, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Bogert also serves as a trustee for friend and client trust accounts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

David Rabenold is a financial advisor at Primerica Advisors with 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Jacqueline Waterworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at LPL Financial LLC and Lincoln Investment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Whetsell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at LPL Financial, Invest Financial Corporation, and PS Bank. 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 both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Robert Stanley is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and 27 years of industry experience. He previously worked at LPL Financial for five years and INVEST Financial Corporation, Inc. for two years. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tyler Anderson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has recently entered the industry and has worked in various roles including hospitality and education prior to joining the financial services sector. Outside of his advisory role, he has experience managing operations at local businesses such as Thirsy Turtle Tavern and Keystone Pub & Grill. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning engagements supported by technology and educational seminars, serving a broad range of client needs.

Dianne Machinist is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 40 years of industry experience, including over nine years with Mass Mutual Investors Services and ten years with Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she is also a licensed agent for individual life, health, group life, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning approaches.

Ronald Roebuck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include 15 years at M&T Securities and a brief tenure at LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jennifer Riggs is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Primerica Advisors since 2013 and recently assumed a role at Blue Mountain Financial Group. Outside of her advisory work, she manages OTA, LLC and serves as Co-CEO and business partner at Next Level Integrated Industries, a business consulting firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes third-party asset manager curation and uses an exclusively percentage-based wrap fee structure.

Philip Salib is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, LP. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Connor Gallagher is a financial advisor with Wells Fargo Clearing in Allentown, PA. He holds a Series 66 designation and has 10 years of industry experience, including four years at UBS Financial Services prior to joining Wells Fargo in 2020. 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 both brokerage and advisory solutions.

Kyle Meitzler is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, employing research and analytics to guide its investment approach.

Connor Eglin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2025. Prior to entering the financial industry, he was employed at Boscov's Department Store for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis across multiple financial topics, allowing clients to combine planning with managed-account programs while keeping these services separate.

Kristi Acree is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her professional background includes roles at Mass Mutual, Northwestern Mutual, and Mutual of Omaha. She serves as a board member for Finseca, a trade organization focused on the financial services industry. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Michele Maddaloni is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Ameriprise, Michele worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. for six years and at TD Ameritrade for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies through a centralized service team and a research-driven recommendation process.

Nonamegiven Aloyeious is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Aloyeious worked at Morgan Stanley and Citizens Bank. Outside of financial services, Aloyeious is the founder and sole partner of Mossiki Entertainment LLC, a company involved in music and live event production. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers a range of investment strategies through its Institutional Consulting Services program.

Jon Ernst is a financial advisor with OSAIC who holds Series 65 and Series 66 credentials and has 23 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and at David A. Stortz & Associates, CPAs since 1994. Outside of his advisory roles, he serves as a committee member for St. Ann Church Finance Committee. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with various investment tools and platforms, offering portfolios managed on discretionary or non-discretionary bases.

Sarah Coolbaugh is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2019 and previously worked at Primerica Financial Services beginning in 2016. She also has experience in massage therapy from 2014 to 2019. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-driven investment strategies managed by third parties.

Shelley Fraker is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2023 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.