Claudia Wert is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Wyomissing, PA, and has eight years of industry experience. She has held positions within Wells Fargo Advisors and Wells Fargo Clearing since 2013. Outside of her advisory role, she serves as treasurer for Juventutem Lehigh Valley, a nonprofit organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Jackson Stabile is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 at Morgan Stanley with Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Scott Strum is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining Cambridge, he worked for Lincoln Investment Planning, Inc. for 21 years. Outside of his advisory role, Strum serves as a board member of the Reading Symphony Orchestra and as treasurer for Rock Hollow Woods. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across various platform arrangements.

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 financial advisor at OSAIC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Securities America Advisors, Inc., Investacorp Inc., and operating Kaufman Financial, where he has also been involved in tax preparation and insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to various managed account platforms. The firm uses advanced portfolio construction tools and supports multiple advisory platforms, including third-party managers and wrap programs.

Tyler Reppert is a financial advisor with Cambridge Investment Research Advisors in Reading, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge and its affiliates since 2013 and previously worked at Stifel Nicolaus & Co. Inc. He is also the owner of TZ Collectibles, a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a large network of independent Financial Professionals. The firm offers a range of investment implementation options, proprietary and third-party strategies, and institutional features such as advisor transition support and compliance controls.

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.

Morgan Wilson is a financial advisor with LPL Financial in Reading, PA, holding a Series 66 license and five years of industry experience. Prior to joining LPL Financial in 2021, Wilson was involved with DeLucia Baseball Academy and DoorDash in non-investment roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Courtany Heckman is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at M&T Securities and M&T Bank. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donnamarie Riccio is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is a commissioned notary public in Reading, Pennsylvania. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment solutions supported by the firm’s research and planning tools.

George Audi is a financial advisor with Mass Mutual Investors Services in Sinking Spring, PA, holding Series 63 and Series 65 licenses and nearly 29 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1999. Outside of his advisory role, he is involved as a structured settlement broker serving personal injury attorneys and acts as an insurance agent for individual and group life and health policies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager offerings, educational seminars, and recently added event-driven planning services such as standalone Divorce Planning.

Ann Kavanaugh is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked for nine years at American Portfolios Financial Services, Inc. Kavanaugh is a partner at IValue Financial Planning, LLC, where she prepares tax returns, and also serves as a sole proprietor in the sales and service of fixed insurance and annuities. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that may include a broad mix of investment products and supports both discretionary and non-discretionary account management.

Mark Dobroskey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Prior to that, he worked at Good Life Advisors, LLC and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs. The firm combines goal-based analyses with managed-account programs but does not provide discretionary portfolio management for institutional clients.

Karen Bausch is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016. Her prior experience includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Chere High Robles is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and American Portfolios Advisors, Inc. Robles is also involved with CHR Financial Advisory, Inc., where she manages non-variable insurance and serves as a DBA entity for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, employing both proprietary research and third-party strategies.

Megan Devine is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2017, following two years at Tompkins VIST Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.