Emilio Morrone is a Certified Financial Planner® with 28 years of industry experience, currently serving at LPL Financial since 2005. He holds the CFP® and Series 63 designations. Outside of his advisory role, he is involved in tax preparation, accounting, and bookkeeping through his own firm, EMILIO J. MORRONE, LLC, and also sells non-variable insurance products including life, health, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.

James Szczepaniak is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor firm, Axa Advisors, LLC, since 2001. Szczepaniak also operates The Rockland Group - Wealth Management, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, broker-dealer, insurance, and asset management services, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jason Baver is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Raymond James Financial since 2009 and previously held roles at Fulton Financial Advisors and Fulton Bank. Outside of his advisory work, he owns and manages rental real estate properties. 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, pension plans, corporations, charities, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports portfolios through a large advisor network and affiliated firms.

Brenda Edmonds is a financial advisor with Edward Jones in Lehighton, PA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Edward Jones since 2017 and previously spent seven years with Transamerica Agency Network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Price is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors. Outside of his advisory role, he is active in the Rotary Club of the Pocono Mountains and serves as a club representative for Boy Scout Troop 89. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing LPL programs and third-party asset managers to deliver tailored advisory and brokerage services.

Louis Nemeth Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. Nemeth holds Series 63 and Series 65 designations. Outside of advisory work, he is involved with Transamerica Life Insurance Company in a role related to non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Alex Haggerty is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He is the owner of Haggerty Financial LLC and has previously worked with Avantax and its affiliated entities. Outside of his financial career, he serves as Minister of Music at Trinity Lutheran Church, directing the choir and playing the organ for services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Gavin Carey is a financial advisor with Equitable Advisors in Bethlehem, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he held various roles including positions at Richards, Meli & Associates and coaching youth hockey for the Lehigh Valley Phantoms. He is an assistant coach for the Lehigh Valley Phantoms youth ice hockey team, involved in running drills and coaching practices. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.

Mason Oteri is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Mason worked in education and spent time involved with a speed raceway. 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 income planning through a collaborative and research-driven process.

Justine Frantz is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Santander Bank, Santander Securities, and Axa Advisors prior to joining Equitable Advisors in 2018. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model that integrates advisory and brokerage services.

Dale Mccandless is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 20 years before joining Osaic in 2018. He is also the President and CEO of Next Step Financial Solutions, an LLC involved in the sale and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset allocation tools, risk assessments, and access to multiple investment platforms.

Scott Brantingson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining Raymond James in 2018, he worked for Wells Fargo Advisors for 10 years. He is also the managing partner of Monocacy Wealth Partners. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Bradford Wankewicz is a financial advisor with Raymond James Financial in Bethlehem, PA, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has worked at Raymond James since 2022 and previously held roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. His other business activities include investment sales and services roles at Fulton Bank NA and Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and has a municipal advisor affiliation that supports public finance work.

Kristen Lipovsky is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She previously worked at Oppenheimer & Co, Inc. for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Schlack is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he co-owns an LLC with his wife that manages a residential property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Benjamin Antonchak is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various Cetera entities since 2022 and operates under his own financial services businesses, Antonchak and Balkcom Financial Services and Antonchak Financial LLC. Cetera Investment Advisers LLC 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party managers.

Brandon Medici is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. He has previously worked at Fox Financial Group and Heart & Home Realty, where he has been involved in both financial and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Charles Mckelvey is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Commonwealth Financial Network and Cadaret, Grant & Co., Inc. He also engages in fixed insurance sales on a limited basis. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody and platform arrangements.

Edwin Gonzalez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at GlobalAtlantic/KKR, Wells Fargo, and FedEx Ground. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nathan Kistler is a financial advisor with LPL Financial in Bethlehem, PA, holding Series 63 and Series 65 credentials and 20 years of industry experience. Prior to joining LPL Financial, he worked at Santander Securities, Santander Bank, Cuso Financial Services, and Citizens Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.