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Susan G

Series 63, Series 65

Reading, PA

LPL Financial

Susan Gross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she works as an NRA instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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Andrea W

Series 63, Series 65

Reading, PA

LPL Financial

Andrea Wilson is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Linsco/Private Ledger Corp. since 2007 and operates Cornerstone Financial Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through an extensive national network. The firm offers diverse financial planning and advisory programs with discretionary and non-discretionary management, incorporating research from multiple sources and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Darryl B

Series 63, Series 65

Reading, PA

LPL Financial

Darryl Benfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2012 and also maintains a long-term affiliation with Wyndham Advisors, LLC. Outside of his advisory work, he is licensed as a non-variable insurance agent offering life, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios, including both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Wyatt K

Series 66

Reading, PA

LPL Financial

Wyatt Klopp is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions at Target, the Reading Fightin Phils, and Jacksonville University. Outside of his advisory work, Wyatt sells sports cards online. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Morgan W

Series 66

Reading, PA

LPL Financial

Morgan Wilson is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2021. Outside of his advisory role, Wilson is involved with DeLucia Baseball Academy. LPL Financial is a national investment adviser and broker-dealer that serves individual and institutional clients, offering a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

College savings (529s, UTMA, etc.)
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Christopher B

Series 66

Reading, PA

LPL Financial

Christopher Blauser is a financial advisor with LPL Financial, holding a Series 66 designation and based in Reading, PA. He has been with LPL Financial since 2026 and also has a longstanding role with the City of Reading beginning in 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Amie W

Series 66

Reading, PA

LPL Financial

Amie Wanner is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She worked for over two decades at Boscov's Department Stores before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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