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 designation and one year of industry experience. Prior to joining LPL Financial and Wyndham Advisors in 2023, he worked in various roles including positions at Target and Jacksonville University. Outside of his advisory work, he sells sports cards online as a home-based business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and utilizing advanced operational tools.

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.

Kevin Kusmierz is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to his financial career, he was employed at Tocolo Cantina and Hofstra University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Lee Shaffer II is a financial advisor with OSAIC based in Denver, PA, holding the Chartered Financial Consultant (ChFC®) designation along with Series 63 and 65 licenses. He has 39 years of industry experience, including over three decades at Signator Investors, Inc., followed by eight years at Royal Alliance Associates, Inc. Outside of his advisory roles, Lee serves as an elder for a local church, participating in ministry activities. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, using a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Michael Listmeier is a financial advisor with LPL Financial in Wyomissing, PA, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as involvement with the Thorndale Downingtown Regional Chamber of Commerce. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on combining advisory and non-advisory financial activities.

Benjamin Lamanna is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Merrill. Outside of his advisory role, he is involved with LaManna Realty LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Linda Bove is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at Morgan Stanley, PNC Investments LLC, Citizens Securities Inc., and Cetera. 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, including financial planning, model portfolio programs, and access to third-party asset management, with an emphasis on both discretionary and non-discretionary strategies.

Adam Green is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he held various roles including multiple positions at Franklin & Marshall College, as well as experience at Fulton Bank and Fairfax County Park Authority. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Maggs is a Wealth Management Advisor at Merrill Lynch Wealth Management and founder of Maggs & Associates. He has been a financial advisor since 1993 and currently serves as part of Merrill's Peer-to-Peer National Faculty. Mark provides financial advice and guidance to business owners, professionals, executives, and retirees, with a focus on long-term wealth building and comprehensive balance sheet management. Mark holds a Bachelor's degree from Bloomsburg University and has earned several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management services, investment strategy, tax minimization, and retirement income. Mark is actively involved in his community, supporting various local organizations including Prospectus Berco and United Way as a Tocqueville member. He values longstanding client relationships and applies a caring approach to his work, emphasizing personal availability and understanding clients' needs. His professional achievements include recognition on Forbes' "Best-in-State Wealth Advisors" list for five consecutive years and placement on Barron's "America's Top 1,200 Financial Advisors" list.

Jasten Prutzman is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in the automotive financing sector at Kelly Automotive Group, Premier Financing/Penske, and Freedom Auto Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Keith Gibson is a financial advisor with Merrill in Wyomissing, PA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of his advisory role, Gibson serves as a Minority Inspector of Elections in Lehigh County. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.

Michael Billera Smith is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fulton Bank, Santander Bank, and Raymond James Financial Services. He serves on the board and several committees of the Oley Valley Community Education Foundation, a nonprofit focused on enhancing educational opportunities in the local school district. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public-finance advisory services uncommon among large institutional firms.

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.

Alexandra Litrenta is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill's Wyomissing office in 2014, initially working as a Client Associate before advancing to her current role as a senior financial advisor with The Kennedy Group. Alexandra focuses on a goals-based approach to wealth management, assisting clients in areas including liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Alexandra earned a Bachelor's Degree in Psychology from LaSalle University in 2012. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alexandra’s background also includes collegiate athletics, having competed at the Division I level as a member of LaSalle’s Women's Volleyball Team. She resides in Wyomissing, Pennsylvania, with her husband. Alexandra has been active in the local community and served as the Head Women's Volleyball Coach at Albright College in Reading, Pennsylvania, for ten years. Her personal interests include antiquing, cooking, spending time with her family, and volleyball.