Ryan Egan is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Voya Financial Advisors, and operates his own firms, Egan Financial Advisors, LLC, and Kylen Financials, Inc. He also serves as a trustee for a private trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rebekah Minnich is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2014. With a career in the financial services industry that began in 2004, Rebekah focuses on delivering personalized financial strategies tailored to each client's unique needs and objectives. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and addressing the financial needs of women. Rebekah holds a Bachelor's Degree from Kutztown University and the Professional Investment Advisor (PIA) designation. She is dedicated to providing a complete client experience that supports individuals in achieving their financial goals. Outside of her professional work, Rebekah enjoys music, reading, traveling, spending time with her family, and watching movies.

Jeremiah Sensenig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Investment Professionals, Inc. He is also involved in non-variable insurance related activities in Leesport, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized investment strategies, supported by advanced operational and research tools.

Linda Capellupo is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Sarah Coolbaugh is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2019 and previously worked at Primerica Financial Services beginning in 2016. She also has experience in massage therapy from 2014 to 2019. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-driven investment strategies managed by third parties.

Glen Diehm is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. Before joining LPL, he worked at Merrill for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

William Byrne is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive wealth management solutions through its broad retail and institutional platform.

David Wiener is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He is also involved in Smoker Wealth Management LLC and Smoker & Company LLC, the latter providing tax preparation and tax services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with extensive assets under management and a network of over 10,000 advisors.

Robert Metzger is a financial advisor with OSAIC, holding a Series 66 designation and offering 20 years of industry experience. He has a background that includes 14 years at Sagepoint Financial, Inc., and operating an independent consulting business since 1998. Metzger also owned and operated a tax consulting practice for over two decades, providing income tax preparation, payroll, and bookkeeping services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports various legacy and third-party managed-account solutions.

Jared Sadowski is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Herbein & Company, Inc., Northeast Financial Group, and Saint Francis University. He is also involved with Treeview Partners, an LLC unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Henley is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Henley volunteers as a Taekwondo instructor for children and adults. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines multiple advisory platforms with a range of investment services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment goals.

Cali Keller is a financial advisor with Merrill based in Wyomissing, PA, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2013 and has also been associated with Bank of America, N.A. since 2024. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Joshua Hirneisen is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding a Series 63 designation and seven years of industry experience. He previously worked for Fulton Bank, N.A. from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.

Ross Harter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at New York Life Insurance Co and NYLIFE Securities LLC. He has also worked in educational institutions including Alvernia University and Reading Area Community College. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs, focusing on aligning client risk tolerance with appropriate advisory models.

Steven Mcnabb is a financial advisor with LPL Enterprise, holding CFP® and CFA® designations and 15 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a broad client base including individual investors, retirement plans, and corporate entities through a network of investment adviser representatives. The firm’s model-driven investment approach emphasizes access to third-party asset managers and participates in a wrap program, while also providing non-securities services such as affiliated trust custody and insurance agency activities.

John Good is a CFP® professional with 16 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously spent ten years at Securities America Advisors, Inc. He is also the owner of Blue Chip Financial, LLC, an insurance agency offering life insurance and annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs a variety of asset allocation tools and offers access to third-party money managers and managed accounts.

John Schlegel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Cambridge since 2009 and is also president and owner of Wyomissing Financial Group, an independent insurance agency. In addition, Schlegel is involved in coaching and directing water polo activities in the Pottstown area. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party investment strategies.

Preston Walker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining Wells Fargo Clearing in 2019. 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 grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

James Middleton is a financial advisor with Merrill, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Merrill since 1998 and concurrently affiliated with Bank of America, N.A. since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.