Frederick Yuengling is the sole advisor at Yuenling Asset Management, an independent firm based in Cressona, PA. He holds the CFA® designation and Series 63 license and has 20 years of industry experience. Mr. Yuengling has managed his firm since 1993. Yuenling Asset Management provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a macro, long-term framework combining fundamental and technical analysis, offering both a low-risk fixed-income strategy and a higher-risk diversified growth approach, and may use derivatives in separately managed accounts.

Donald Galade is the principal advisor at GFS Financial Advisors, LLC, an independent firm based in Hazleton, PA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Cheradon and Associates LLC and Galade Financial Services, Inc., where he also operates as an insurance agent and sells gold and silver products. In addition to his advisory work, he owns a business consulting firm focused on employee benefits. GFS Financial Advisors provides fee-based financial planning and consulting primarily to individuals and high-net-worth clients. The firm offers a subscription newsletter and facilitates client relationships with third-party money managers, using a documented process to tailor investment strategies based on client goals and risk tolerance.

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Northern Lights Distributors, LLC and Toews Corporation. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. The firm employs a global, multi-asset, top-down allocation approach, primarily implementing strategies through index ETFs and offering ESG-focused investment options.

William Heckman is a financial advisor at Wealth Management Associates, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Securities America, Inc. and Keystone Advisor Group. In addition to his advisory role, he is a principal at Keystone Advisor Group, a certified public accounting firm, where he manages client relations. 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 includes integrated accounting services and a combination of investment management, brokerage, and insurance offerings.

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® with 20 years of industry experience, currently affiliated with IAMS Wealth Management, LLC. His career includes roles at Ameritas Advisory Services, Seasons Change Financial, and Calton & Associates. Outside of advisory work, he owns Seasons Change Financial, where he is licensed as an independent insurance agent selling fixed insurance products. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing proprietary and third-party model portfolios with a diverse asset-allocation approach.

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 with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She operates under the Ascent Wealth Management brand as part of her advisory activities. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

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 firms including LPL Financial, Great Valley Advisor Group, Inc, The Seltzer Group, and Cornerstone Portfolios LLC. Outside of her advisory work, she is a licensed notary public. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Aaron Katyl is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Prudential Insurance Company of America and JHFN SII before joining Private Advisor Group and LPL Financial in 2019. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Melissa Valentine is a financial advisor at Edward Jones in Orwigsburg, PA, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and is noted for its large network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Jace Whitaker is a financial advisor with Wells Fargo Advisors in Hazleton, PA, holding a Series 66 license and having two years of industry experience. Prior to his advisory role, he worked in various positions including at Double Diamond Resorts. He serves as Treasurer for the United Way of Greater Hazleton, participating in financial oversight and board communications. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Mark Oteri is a financial advisor with Ameriprise in Moorestown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages practice expenses through his ownership of Mark J Oteri LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bonnie Miller is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at LPL Financial, Nationwide Securities, and M&T Bank. She is also the owner of Haven Financial Services LLC, a financial services firm. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad institutional network, supporting its advisory platform with multiple program structures and custodial arrangements.

Joshua Koch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Thrivent, he worked at Sentry Insurance for seven years. He serves as Secretary on the Board of Directors for Hardship Heroes, a local nonprofit organization that provides gifts and experiences to individuals and families facing medical hardships. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across multiple planning areas without managing client assets directly.

Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.

Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christina Kuhn is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from implementation, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Allen Fidler IV is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at E. Lori Smith, Waddell And Reed, Inc., and various insurance carriers through W&R Insurance Agency. Outside of his advisory work, he has been involved with Mountain View Perennials, LLC for 15 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform accommodating various advisory and brokerage needs.

Brian Keich is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Wells Fargo Advisors, Wachovia Bank, and Mauch Chunk Trust Wealth Management. Outside of his advisory role, he serves as president of the Tamaqua Lions Club and is a member of the Tamaqua Police Pension Commission. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad trust and institutional platform.

Michael Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in Pennsylvania. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver personalized, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

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.

Brooke Vaccaro is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked with Krietzberg Wealth Management, New York Life Insurance Company, and Monmouth University. Outside of her advisory work, she is employed part-time at Java Joint in Trexlertown, PA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Daryl Brown is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Thrivent Financial and BOK Financial. Outside of his advisory work, he leads sponsorship, fundraising, and community outreach efforts for the Jim Thorpe Youth Soccer Association. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed options.

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.

William Feudale Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at INVEST Financial Corporation and SagePoint Financial. Feudale also operates Feudale Financial Services LLC, an insurance agency offering term, whole, universal, disability, and long-term care insurance products. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm supports a range of investment approaches through in-house research, model portfolios, third-party managers, and customizable advisory arrangements.

Ryan Boyer is a CFP® professional with three years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at River Wealth Advisors and BNY Mellon. Outside of his advisory work, he is involved with DGN Sport Cards, a customer service role in the sports card industry. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory operations with non-advisory products such as insurance and lending services.

Ryan Mcandrew is a financial advisor with LPL Financial in Hazleton, PA, holding Series 63 and Series 66 licenses and with five years of industry experience. His prior work includes roles at Northwest Bank and various positions connected to The Pennsylvania State University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and operates Schuylkill Insurance & Financial Services. LPL Enterprise provides advisory services to a broad client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products through affiliated agencies.

Tyler Smith is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at various insurance carriers, Waddell & Reed, Inc., and family-related business entities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

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 with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Tower Financial Partners and Raymond James since 2011. Outside of advisory services, he is also a licensed insurance agent providing fixed annuity products. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and a range of implementation options.

Gerald Haggerty Jr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked extensively with Avantax Advisory Services and Avantax Investment Services prior to joining Cetera. In addition to his advisory work, he owns and operates Haggerty's Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs and third-party managers.

Neal Deangelo III is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2020. Prior to that, he was involved with Tri Mountain Ventures, LLC and DeAngelo Brothers Inc. Deangelo is also involved in managing a fine art practice through Art & Alan, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Alan Whitaker is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, Whitaker participates in several investment-related ventures, including executive decisions at Cedar and Holly LLC and managing operations at Art & Alan LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop individualized recommendations.

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.

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.

Anthony Damiano Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory role, he is a substitute teacher in the Panther Valley School District and has maintained a long-standing insurance agency offering various insurance products and annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm’s investment approach utilizes risk-tolerance assessments combined with asset-allocation software and portfolio optimization tools, supporting a wide range of investment strategies and platforms.

Harold Hinnerschietz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Co. He is also involved in non-variable insurance brokerage in Saint Clair, PA. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model wealth portfolios, and access to third-party asset management programs. The firm operates as both a broker-dealer and insurance agency, enabling advisors to offer a broad range of securities and insurance products.

Alex Haggerty is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. He is the owner of Haggerty Financial LLC and serves as Minister of Music at Trinity Lutheran Church, where he directs the choir and plays the organ for services. Prior to his current roles, he worked with Avantax and its affiliated entities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and model portfolio approaches alongside multiple custodial platforms.

Francesco Mercuri is a CFP® professional with eight years of experience in the financial services industry, currently advising clients at LPL Financial since 2021. His prior roles include involvement with the Pottsville Area Development Corporation and Schuylkill Women in Crisis. Outside of his advisory work, he operates a trophy shop business in Pottsville, PA. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and a broad platform of investment solutions.

Dale Mccandless is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He worked at Signator Investors, Inc. for 20 years before joining Osaic in 2018. Outside of his advisory role, he is President and CEO of Next Step Financial Solutions, a company involved in the sale and marketing of securities and insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs supported by technology-driven portfolio management tools and access to multiple custodial platforms.

Samuel Nalesnik is a Series 66 licensed financial advisor with LPL Financial. He has worked in financial services since 2022, including positions at BBD, LLP, Wagner, Dreese, Elsasser & Associates, P.C., Northwest Bank, and LPL Financial. Prior to his advisory career, he was employed in education at King’s College and Pocono Mountain East High School. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a broad range of investment programs and financial planning services while managing more than $819 billion in advisory assets.

Thomas Seigendall is a financial advisor with Edward Jones in Hazleton, PA, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, all with Edward Jones since 2006. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

E Lori Smith is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at St. Joseph Center for Special Learning and Lehigh Valley Health Network-Schuylkill. She serves as a nonprofit board member for Lehigh Valley Health Network-Schuylkill. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.