Lee Shaffer II is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes 31 years at Signator Investors, Inc. and over eight years at Royal Alliance Associates, Inc. He also serves as an elder at a local nonprofit church, participating in ministry activities without providing financial advice. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and supports complex client needs across multiple affiliated entities.

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.

Conor Delaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2012 and previously at Waddell & Reed. Delaney also manages a café business and is involved with several related ventures under the Good Life brand. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Gary Snavely is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other institutional clients. The firm utilizes a model-driven investment approach, offering access to third-party asset managers and wrap programs, and also provides affiliated trust, insurance, and lending services.

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.

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.

Jesse Thomas is a financial advisor with Equitable Advisors in West Reading, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors, and its predecessor AXA Advisors, since 1999. Outside of financial advising, he is involved as the sole member of Foundation Planning Group, LLC, which owns the building housing his office. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs rather than sponsoring its own wrap fee program.

Bryant Ferris is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as an elected member of the Pequea Valley School Board in Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Todd Newman is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His work history includes multiple roles at Morgan Stanley and Wells Fargo Clearing. He is currently based in Wyomissing, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and offers various investment solutions through its broad retail and institutional platform.

Scott Strum is a CFP® and ChFC® with 23 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined the firm in 2025 after 21 years at Lincoln Investment Planning, Inc. Strum is involved in nonprofit and community activities, serving as a board member for the Reading Symphony Orchestra and as treasurer for Rock Hollow Woods. Cambridge Investment Research Advisors serves a diverse client base that includes individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through thousands of financial professionals and utilizes multiple platforms and proprietary model strategies.

Joseph Plageman is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a trustee for the Pennsylvania Universalist Convention. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Douglas Kaufman is a CFP® and ChFC® with 17 years of industry experience, currently affiliated with OSAIC. His prior experience includes roles at Securities America Advisors, Investacorp Inc, and his own firm, Kaufman Financial Services, where he also provides insurance services. He is involved in tax preparation through Kaufman Advisory Services, Inc. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing a range of managed account strategies and third-party managers.

Tyler Reppert is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. from 2011 to 2013 before joining Cambridge in 2013. Outside of advising, he is involved in independent insurance sales and operates a collectibles retail business. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and proprietary model strategies.

Clayton Inderbitzen is a financial advisor with Thrivent Investment Management holding a Series 66 designation and two years of industry experience. His background includes roles at Thrivent Financial and Shurr CPA, as well as experience in education at Kutztown University and Governor Mifflin Senior High. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial plans that cover a range of topics without including implementation. The firm emphasizes holistic analyses and allows clients to combine planning with managed accounts through its WealthPlan option while keeping the services separate.

W Bradford White Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of Meadowlark Partners LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.