Robert Engleman Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, he worked for Edward Jones for five years and was associated with Robert Engleman MD for fourteen years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning centered on income sources and tax-aware withdrawal strategies. The firm’s advisory approach combines investment research, third-party data, and algorithmic tools to support client recommendations.

George Yasso is a financial advisor with Ameriprise based in Bethlehem, PA, holding a Series 66 designation and four years of industry experience. He previously worked at Serratelli Financial Group for 16 years and Equitable Advisors for three years. Outside of his advisory work, Yasso serves as the elected City Controller for the City of Bethlehem, PA. 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 tailored retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Amy Nichols is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2018, and previously spent seven years with Larry Lancaster State Farm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing goal-based analyses and written recommendations across various planning topics without managing implementation.

John Gisolfi is a CFP® with 39 years of experience in the financial services industry. He has been with Raymond James Financial and its related entities since 1993, currently operating out of Bangor, PA. Outside of his advisory role, he is an insurance agent involved with Pacific Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting using various analytical tools and supports its offerings with specialized programs and institutional expertise.

Patrick Denman is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at Avantax Advisory Services and other affiliated firms before joining Cetera in 2025. Outside of his advisory work, he owns an accounting and tax preparation business and serves on the board of the National Wrestling Coaches Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program options, including model portfolios, third-party managers, and bespoke strategies.

Brian Rogers is a financial advisor with Ameriprise in Springfield, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Global Atlantic Financial Group, as well as teaching appointments at several high schools and universities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on written recommendation reports and ongoing, tax-aware withdrawal strategies.

Amber Carrick is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 15 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for ten years. Outside of advisory work, she is owner and president of Keystone Financial Management LLC, a financial services business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and supports a range of account types and third-party investment programs.

Richard Armitt is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior work includes positions at Johnson & Johnson and Merck. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Taj Piontkowski is a financial advisor at Morgan Stanley in Easton, PA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he was with Equitable Advisors LLC for one year. His work background also includes roles outside of financial services at The Cheesecake Factory and Gilbane Building Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and macro-level investment models as part of its financial planning process.

Nastassia Pogrebniak is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2015 and previously worked at Bank of America, N.A. since 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Schrimpe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include over two decades at American Portfolios Financial Services, Inc., as well as positions at OSAIC and Veravest Investment Advisors, Inc. He is also involved in asset and wealth management related to life insurance, long-term care, and fixed annuities outside of securities. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive non-advisory financial activities.

Steven Szmak is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. He is also the sole proprietor of Albri, LLC, an investment-related business based in Flemington, New Jersey. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Vandon Cooper is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Primerica Financial Services since 2005 and PFS Investments Inc since 2008, and more recently at Diehl Financial Group. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program featuring model-based strategies managed by external asset managers and supported by custodial and trade execution services from Pershing.

Stephen Becker is a financial advisor at Cetera with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Avantax Advisory Services and operates Beckers Tax Service, a tax preparation and consulting business serving individuals, businesses, and estates. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Gerald Miletics III is a financial advisor with Equitable Advisors holding a Series 66 designation. He has less than one year of industry experience and previously worked at Gerald Miletics Jr. and attended Muhlenberg College. Equitable Advisors serves individuals across a broad range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Alyssa Fielding is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, as well as retirement income planning. Alyssa collaborates with clients to develop personalized strategies that align with their unique ambitions, priorities, and financial goals. Alyssa earned her bachelor’s degree from Rider University in 2013 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Since beginning her career at Merrill Lynch Wealth Management, Alyssa has focused on creating comprehensive wealth management plans tailored to clients’ individual circumstances. Outside of her professional role, Alyssa enjoys cooking, snowboarding, traveling, and spending time with her family.

David Antonchak is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Cetera and has previously worked at Investors Capital Corp. and operated his own financial firms. In addition to his advisory work, he is licensed to sell various types of fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Francis Scally serves as the Senior Resident Director at Merrill Lynch Wealth Management in Flemington, New Jersey. He has been with Merrill since 1996, bringing over 28 years of experience in the financial services field. In his role, he manages the Flemington office while providing wealth management advice centered on a diversified, risk-based investment process aimed at managing risk and generating absolute returns. Francis is a qualified portfolio manager and a CERTIFIED FINANCIAL PLANNER® professional. He offers clients a comprehensive approach that includes personalized strategies involving individual securities, Merrill model portfolios, and third-party investment options. His expertise spans a range of client focus areas such as college education planning, family wealth management, retirement planning, tax minimization, and legacy planning. Francis holds a bachelor's degree from Molloy College, where he also played basketball and earned a scholarship. Residing in Flemington with his wife Michele and their three children, Francis is active in the local community. He coaches youth sports, including his son's lacrosse team, and enjoys activities such as cooking, music, and reading.

Victoria Esarey is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her career includes roles at Faneuil Inc and long-term engagements with PFS Investments Inc and Primerica Financial Services. She is involved in sales of investment-related products and also receives compensation for referrals related to mortgage loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional or pension plan services.

Bruce Hesse is a financial advisor with Cetera, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has 31 years of industry experience, including roles at Avantax and 1st Global Advisors. Outside of advising, he serves as president of a condominium association in Lebanon, NJ, and owns a tree harvesting business in Maine. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and investment strategies.