David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

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.

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.

Thomas Hock is a CFP® with 45 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014. Outside of his advisory role, he operates a DBA, Affiliated Financial Planners, and is a producer for Penn Mutual insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors, proprietary models, and third-party managers to implement strategies across multiple account structures.

Harold Knight is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. He currently serves as Compliance Director at AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm manages approximately $402 million in assets and supports about 1,624 clients through a multi-office network of around 40 advisors who tailor portfolios using fundamental, technical, and macroeconomic analysis.

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.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Mutual of Omaha Investment Services since 2016 and also works with Mutual of Omaha Insurance Company, where he is an insurance agent specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

Linwood Gehris is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including over a decade with StoneX Advisors and StoneX Securities. Outside of his advisory role, he serves on the executive committee of Lions District 14-K and is a board member of Sight for Hope, a nonprofit assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Luca Riccioni is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services, KeyBank, First Niagara Bank, and LPL Financial. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party managers and program suitability.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, Cetera, and Essa Bank & Trust. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio construction approaches and custodial platforms.

Gary Frey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also operates Frey & Co., a CPA and accounting services firm he founded in 1999. Outside of his advisory roles, Frey serves as treasurer for the Judith Adele Agentis charitable foundation and the Pennsylvania Music Preservation Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.

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.

Christy Alvord is a Series 66 licensed advisor at Thrivent Investment Management with six years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020 and previously spent eight years with the City of Allentown. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive written recommendations on various financial planning topics and allows clients to combine planning with managed account services under a consolidated billing option.

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.

Stephen Parrish is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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.

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.”

Jason Monteagudo is a ChFC® with 17 years of industry experience, currently serving at OSAIC since 2018. He previously worked at Signator Investors Inc. for 10 years. Outside of his advisory role, Monteagudo is president and CEO of Concierge Financial Strategies and serves on the boards of two regional cornhole leagues, where he helps organize events and secure sponsorships. OSAIC is a large investment advisory and brokerage firm serving a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers a range of investment programs and uses advanced portfolio management tools, supporting thousands of advisors and managing approximately $200 billion in assets.

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.

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.

Jan Strunk is a financial advisor with Edward Jones in Whitehall, PA, holding the Series 66 designation and having four years of industry experience. He has been with Edward Jones since 2001. 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 network of financial advisors and branch offices nationwide.

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.

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.

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.

Serena Stauffer is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Palmerton, PA. She has one year of industry experience and previously worked in educational roles at Kutztown University, Lehigh Carbon Community College, and Lighthouse Christian Academy. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a broad network of investment adviser representatives.

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.

Richard Houseknecht is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at PFS Investments Inc. since 2001 and with Primerica Financial Services since 2000. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

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.

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.

Kristen Lipovsky is a financial advisor with Edward Jones in Catasauqua, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Oppenheimer & Co, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Janna Lutz is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Paragon Strategic Wealth, Raymond James Financial Services Advisors, Inc., and American State Bank & Trust Company. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and services under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

John Schick is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Ameriprise since 2018 and has been president and chief compliance officer of Capstone Asset Management LLC since 2010, where he provides investment advice to community banks and manages compliance. He also owns Psalm 92 LLC, through which he supports community banks in their transactional business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that employs algorithmic automation and research-driven methodologies to deliver tailored recommendation reports.

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.

Dianne Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she serves on the finance committee of the Presbyterian Church of Catasauqua. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options alongside traditional offerings.