Stephen Bajan II is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Easton, PA since 2014. He holds the Series 66 designation and has been with Edward Jones for his entire advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Robert Pretopapa is a CFP® with 23 years of experience in the financial services industry. He has been with LPL Financial since 2008, following prior roles at PNC Wealth Management and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Paul Febbo is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and operates a separate financial services business, Febbo Wealth Management, LLC. Additionally, he owns a small video game project pursued as a hobby. Cetera Investment Advisers LLC serves a broad client base, including individual, corporate, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Sondrine Gutierrez is a Series 66-licensed financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she coaches the girls' basketball team at Wilson Area School District. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Glovas is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he coaches basketball at Wilson High School and serves on the board of the Department of Intercollegiate Athletics in Bloomsburg, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Carole Sarson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Kestra Financial Services, Cetera Wealth Services, Nationwide Securities, and 1717 Capital Management Company. Sarson serves on the Windrush III Condo Association board, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by research-driven models and technological tools.

Peter Joseph is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved as an executor of an estate and is a member of River Road General Store LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Tracie Burton is a financial advisor with Thrivent Investment Management in Easton, PA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic financial planning covering a broad range of topics, with planning services available as one-time or ongoing engagements separate from managed-account programs.

Sergey Kuznetsov is a financial advisor with Equitable Advisors in Sciota, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory role, he is involved with the ElArte Foundation as Treasurer and has entrepreneurial interests in renewable energy and a food business called My Healthy Cookie Co. Equitable Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of representatives, utilizing both proprietary and third-party advisory programs.

Gary Stoudt is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively in tax preparation and accounting through his own firms, Stoudt Financial and Stoudt Wealth Management. His prior experience includes long tenures at Avantax Insurance Agency and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Lilrene Smith is a financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously associated with Citigroup Global Markets starting in 1998. Outside of finance, she is employed at PRIME STEAK HOUSE during business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 employs structured planning tools that incorporate market models to assist clients in developing financial strategies.

Christopher Wilson is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held positions with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Wilson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Thomas Karabinus is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2005. In addition to his advisory role, he has served on the Belvidere Board of Education since 1978. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Ryan Bechtel is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His work history includes roles at Cetera Investment Advisers LLC, Febbo Wealth Management, CETERA Financial Specialists LLC, USSF, Intertek, and Eurofins Lancaster Laboratories, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients ranging from non-high-net-worth to high-net-worth, as well as employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a network of over 10,000 advisors and approximately 800,000 clients.

Dwayne Snyder is a CFP® with 27 years of industry experience, currently serving as a wealth advisor at Cetera. His career includes over two decades with Avantax and ongoing self-employment managing Smart Cents Wealth Management. In addition to his advisory role, Snyder provides financial analysis services as a Certified Divorce Financial Analyst and offers accounting, tax preparation, and notary public services. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors, serving individual and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Ashley Bolton is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked in educational and support roles outside the financial services sector. Bolton also works as an associate at support companies related to Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public finance through unique affiliations and specialized programs.

Kevin Jones is a financial advisor with Edward Jones in Nazareth, PA, holding a Series 66 designation and starting his advisory career in 2026. Prior to joining Edward Jones, he has experience in the transportation and logistics sectors, including roles at MTM Medical Transportation Management, Go Go Logistics LLC, and Eccles Express LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.