Kevin Miller is a CFP® professional with 12 years of experience in the financial industry, currently serving at LPL Financial in Wyomissing, PA since 2014. His credentials include the Series 65 and Series 63 licenses. Outside of his advisory role, he also performs notary services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of financial planning and investment management services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,900 advisors with diverse investment solutions and operational tools while maintaining a large platform that includes affiliated financial services beyond advisory offerings.

Philip Boyer is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank since 2015, with prior roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he owns and manages a rental property in Baltimore. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and advisory oversight.

Anthony Kidron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and The Vanguard Group, Inc. Outside of his advisory work, he is involved with Surgeons Capital Management. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party advisory models and offers ERISA fiduciary services while integrating proprietary and third-party solutions.

Christopher Mueller is a CFP® professional with 14 years of industry experience. He currently serves as a financial advisor at LPL Financial and has previously worked at Commonwealth Financial Network, Spring Ridge Financial Group, and PricewaterhouseCoopers LLP. Outside of his advisory role, Mueller is involved with a tax preparation service through CM Tax Consultants LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisory representatives with a range of investment strategies and operational tools while overseeing more than $819 billion in discretionary assets.

Jennifer Guthier is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery and firm-approved planning tools.

Roger Yoh is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has been with Thrivent since 2015. Outside of his advisory role, he serves on the board of the Reading Berks Basketball Association, where he chairs the Hall of Fame Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option called “WealthPlan.”

James Geosits II is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Bayshore Ford from 2016 to 2019. Outside of his advisory role, he is involved in manufacturing and selling soap through an LLC and has experience buying and selling used automobiles through separate business ventures. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darryl Benfield is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2012 and is also affiliated with Wyndham Advisors, LLC, where he has been involved since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by advanced research and operational tools.

Steven Bond is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, Bond serves as the treasurer of the Optimist Club of Kutztown Foundation, which supports youth activities and fundraising events in the local community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Anastasios Plevrakis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999 following his graduation from Pennsylvania State University and has since focused his practice on portfolio construction and retirement planning. His approach involves developing personalized financial strategies tailored to each client's goals, emphasizing capital accumulation, retirement planning, and income distribution. Plevrakis holds the Chartered Retirement Planning Counselor™ (CRPC) designation earned in 2008, as well as the Personal Investment Advisor (PIA) credential. He collaborates with his clients' CPAs and attorneys to address income tax minimization and estate and inheritance tax considerations as part of a comprehensive retirement planning process. He maintains a commitment to providing ongoing counsel and service to enhance client relationships throughout retirement. Born and raised in Berks County, Pennsylvania, Plevrakis currently resides in Wernersville, PA, with his wife Allison and daughter Ariana. In addition to his professional work, he dedicates time to volunteering in the community. His personal interests include spending time with family, playing tennis, and traveling.

Ethan Miller is a financial advisor with LPL Financial holding a Series 66 designation. He has two years of industry experience and has worked with Skyline Wealth Advisors and LPL Financial since 2024. Prior to entering the financial industry, he spent time at Lowes Hardware and completed his education at West Chester University of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms. The firm serves individuals, retirement plans, banks, and institutions, utilizing both proprietary research and third-party strategies across various investment approaches.

Thomas Nein is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisor role, he acts as power of attorney for his mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Austin Andrews is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James Financial in 2023, he held roles at Fulton Bank and Fulton Financial Advisors. Outside of his advisory work, Andrews has worked as an independent contractor for delivery services, including Amazon Flex and InstaCart. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jonathan Gumpper is a financial advisor with Equitable Advisors in West Reading, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, including prior tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor or trustee for several family and non-family estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to investment program models and third-party managers, offering a range of investment products and ERISA fiduciary services without sponsoring its own wrap fee program.

Alanna Campbell is a financial advisor with LPL Financial based in Wyomissing, PA. She holds the Series 66 designation and has been with LPL Financial since 2025. Prior work experience includes positions at Diamond Credit Union, Ciocca Ford of Quakertown, Dana Corporation, and Our Place Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Hyde is a CFP® professional with 27 years of experience in financial advisory and tax services. He has worked with LPL Financial since 2025 and previously held roles at Investment Advisors Asset Management, LLC, and Royal Alliance Associates. He also operates Hyde Financial Group LLC, providing tax preparation services. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Kendra Klahr is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. Her prior experience includes roles at Santander Securities, Santander Bank, and PNC Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Wyatt Klopp is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. He has worked at LPL Financial and Wyndham Advisors since 2023. Outside of his advisory role, he operates a home-based business selling sports cards online. 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 financial planning and investment management services through a large network of advisers using various models and customized strategies.

Gail Ford is a financial advisor with LPL Financial, holding a Series 63 license and 27 years of industry experience. Her background includes work at Waddell & Reed, various insurance carriers, and operating a business affiliated with H&R Block where she also serves as an enrolled agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a wide network of advisors.

John Minnich is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2005. With over 20 years of experience in financial services, John adopts a comprehensive, goal-based approach to wealth management. His services encompass investment management, lending, insurance strategies, education planning, retirement income, and legacy planning. In addition to client relationship management, he also contributes to business development efforts within his team. Throughout his career, John has been recognized by various industry publications for his accomplishments. He has been named to Barron's Top 1,200 Financial Advisors for multiple consecutive years, Forbes 'Best-in-State Wealth Advisors,' and On Wall Street's Top 40 Advisors Under 40, among other accolades. He began his financial services career in 2003 and has consistently focused on providing clients access to opportunities that extend beyond day-to-day portfolio management. John earned a Bachelor's degree in Finance and Accounting from Kutztown University in Pennsylvania. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). John resides in Sinking Spring, Pennsylvania, where he enjoys playing golf and basketball and spending time with his two daughters. He is also involved with the Wilson School District and supports the Shriners Children's Hospital.