Ryan Jacob is a Series 65 licensed financial advisor with Longview Financial Planning LLC in Auburn, PA. He has one year of experience at Longview, following nine years each at Deloitte Consulting LLP and in retirement. LongView Financial Planning LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a long-term, fundamental analysis approach to establish strategic asset allocations with low-cost mutual funds and ETFs, supplemented by individual stocks or bonds when appropriate.

William Heckman is an investment advisor representative at Wealth Management Associates, Inc. with 28 years of industry experience. He has held roles at Keystone Advisor Group, OSAIC, and Securities America, Inc., and has operated a CPA firm, Heckman & Laudeman LLC, for over three decades. Outside of his advisory work, he is a principal of Keystone Advisor Group, a certified public accounting firm. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term approach and integrates CPA-owned accounting services to coordinate investment and tax advice.

David Laudeman is a financial advisor with Wealth Management Associates, Inc. in Orwigsburg, PA, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at SECURITIES AMERICA, Inc., and Heckman & Laudeman LLC. He serves as treasurer of the Schuylkill Country Club and participates in a local advisory board for M&T Bank. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that integrates accounting services alongside investment management.

Russell Stellfox is a CFP®-certified financial advisor with 20 years of industry experience. He is currently associated with IAMS Wealth Management, LLC, and has held roles at Stellfox Financial, Senior Planning Group, Calton & Associates, Ameritas Advisory Services, LLC, and Ameritas Investment Corp. Stellfox is also licensed as an independent insurance agent and engages in the sale of fixed insurance products through his ownership of Seasons Change Financial and Senior Planning Group. IAMS Wealth Management, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm manages accounts primarily on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments along with integrated financial planning and consulting services.

John Kiefer is a financial advisor with Geneos Wealth Management, Inc. in Schuylkill Haven, PA, holding a Series 66 designation and 18 years of industry experience. He has been associated with Kiefer Investment Services and Geneos Wealth Management since 2011. Outside of his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies, with options for discretionary trading and customized portfolio management.

Suzanne Lake is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, Cetera Investment Services, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers proprietary managed account solutions and utilizes a fiduciary-based advisory model that combines client-specific goals with a range of investment strategies and technology platforms.

Andrew Snyder is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has over 25 years of experience, including a lengthy tenure at IQE, Inc., and has also been affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides portfolio management, financial planning, retirement plan consulting, and offers managed account solutions utilizing proprietary technology and a fiduciary-based advisory model.

Kathy Mohn is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has worked with Private Advisor Group since 2016 and has prior experience at LPL Financial, The Seltzer Group, and VOYA Financial Advisors, Inc. Outside of her advisory role, she is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using a variety of investment strategies and technology platforms, providing clients access to proprietary and third-party managed account solutions.

Aaron Katyl is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial, Prudential Insurance Company of America, Pruco Securities, New England Securities, and Ameriprise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies and technology platforms to meet client goals.

Melissa Valentine is a financial advisor at Edward Jones in Orwigsburg, PA, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Bonnie Miller is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and is the owner of Haven Financial Services LLC. Her prior experience includes roles at LPL Financial, Nationwide Securities, and M&T Bank and its affiliates. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of advisors and utilizes multiple program structures and custodial relationships.

Mark Serrian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 19 years at Oppenheimer & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a extensive network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Allen Fidler IV is a financial advisor with LPL Financial in Orwigsburg, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E. Lori Smith, Waddell and Reed, Inc., and various insurance carriers with W&R Insurance Agency. Outside of advising, he has managed Mountain View Perennials, LLC for 15 years. 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 range of advisory and brokerage services supported by technology and a broad platform that includes financial planning, model portfolios, and institutional programs.

Timothy Dougherty is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 38 years of experience in the industry, working with Mass Mutual since 1986. In addition to his advisory role, he manages a coaching business focused on assisting business owners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also provides specialized services such as divorce planning and employer-sponsored programs.

Pamela Palko is a Series 66-licensed financial advisor with Edward Jones, based in Orwigsburg, PA, and has two years of industry experience. Prior to joining Edward Jones, she worked for 24 years at Lehigh Valley Health Network. She is part owner of a vacation home rental property in North Wildwood, NJ, where she assists with bookkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and more than $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Ryan Boyer is a CFP® professional with three years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at BNY Mellon and River Wealth Advisors. Outside of his advisory work, he is involved with DGN Sport Cards, a customer service role related to sports card investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies.

Nicholas Ravella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors. 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 based on modern portfolio theory, serving plans with tailored investment options that include insurance-related vehicles and bank deposit sweep programs.

Todd Lengel is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner of an insurance sales business in Tamaqua, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and various institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to multiple asset managers and financial planning services.

Tyler Smith is a CFP® professional affiliated with LPL Financial, based in Orwigsburg, PA, with 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles with W&R Insurance Agencies, Waddell & Reed, Inc., and family business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies across a range of investment approaches.

Taunia Gerber is a CFP® professional with 21 years of experience in the financial services industry, currently working at Edward Jones since 2004. She holds a Series 63 license and is based in Schuylkill Haven, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Stephen Zuber is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Tower Financial Partners and Raymond James Financial Services Advisors since 2011. In addition to his advisory role, he acts as an insurance agent providing fixed annuity products. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and provides specialized municipal and public finance advisory services.

Ronald Stabile is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise in Hamburg, PA. He has worked at Ameriprise and its affiliated entities since 2005. 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 retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jackson Stabile is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Stabile is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Edmonds is a financial advisor with Edward Jones in Tamaqua, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Anthony Damiano Jr. is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors for 15 years prior to joining OSAIC in 2025. In addition to his advisory work, he is an insurance agent offering accident and health, disability, life insurance, and annuities, and also works as a substitute teacher for Panther Valley School District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and risk management techniques to construct portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Harold Hinnerschietz is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and New York Life Insurance Co. He is also involved in non-variable insurance business in Saint Clair, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Francesco Mercuri is a CFP®-certified financial advisor with nine years of industry experience, currently with LPL Financial since 2021. His prior roles include work with the Pottsville Area Development Corporation and various local organizations focused on community and professional development. Outside of his advisory work, he is involved with a local trophy shop business. 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 advisory services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, technology tools, and multiple investment strategies.

Allan Cornman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He previously operated Legacy Financial, Inc. as president of an S corporation used for payroll purposes. Outside of his advisory work, he serves on the Board of Directors for the Rotary Club of Fleetwood, PA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeremy Henn is a Series 66 licensed financial advisor with Ameriprise in Hamburg, PA, and has 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning focused on income reliability and tax-aware strategies. The firm utilizes a centralized service team for retirement recommendations and integrates its investment research and affiliated product offerings in its advisory approach.

Benn Smith is a financial advisor at LPL Financial with 22 years of industry experience and holds the Series 66 designation. His prior work includes roles at CUSO Financial Services, LP, Diamond Credit Union, PFG Advisors, Cetera, Vicus Capital, Inc., Inner Harbor Asset Management, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies supported by research and advisor-facing tools.

David Doll is a financial advisor with Edward Jones in Hamburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Keystone Brokerage, Inc. since 1996 and Kye Investor Services since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

E Lori Smith is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at St. Joseph Center for Special Learning, Lehigh Valley Health Network-Schuykill, Heritage Ford, and Waddell & Reed Inc. She serves on the nonprofit board of Lehigh Valley Health Network-Schuykill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by research and technology tools, with oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.