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 at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions at Target, the Reading Fightin Phils, and Jacksonville University. Outside of his advisory work, Wyatt sells sports cards online. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support both discretionary and non-discretionary management.

Gail Ford is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include work with Waddell & Reed, various insurance carriers, and operating a business under H&R Block. She has also been involved with Pine Grove Wesleyan Church for 27 years. Outside of her advisory role, she maintains employment as an enrolled agent with H&R Block. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Kusmierz is a financial advisor with Merrill in Wyomissing, PA, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America since 2017. Prior to his financial career, he worked at Tocolo Cantina for one year and served at Hofstra University for three years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s broader platform, enabling access to a wide variety of investment products and services.

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 ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 31 years at Signator Investors, Inc. and eight years at Royal Alliance Associates, Inc. Outside of his advisory roles, he serves as an elder at a local church, participating in its ministry activities. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios across multiple investment types on discretionary and non-discretionary bases.

Michael Listmeier is a financial advisor with LPL Financial in Wyomissing, PA, holding a Series 66 designation and with 10 years of industry experience. He has previously worked with Waddell & Reed Inc and various insurance carriers and was affiliated with the Thorndale Downingtown Regional Chamber of Commerce for two years. He is involved with Skyline Wealth Advisors LLC, a DBA for his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Benjamin Lamanna is a financial advisor with LPL Financial based in Wyomissing, PA. He holds a Series 66 credential and has 12 years of industry experience, including seven years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning services, and access to model portfolios and research, supporting both discretionary and non-discretionary management approaches.

Adam Green is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Franklin & Marshall College, Fulton Bank, and Fairfax County Park Authority. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Donald Doolittle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Truist Investment Services, BB&T Securities, Orrstown Bank, and PNC Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, using model portfolios and research from internal and third-party sources.

Keith Gibson is a financial advisor with Merrill in Wyomissing, PA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of his advisory work, he serves as a Minority Inspector of Elections in Lehigh County, Pennsylvania. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gary Snavely is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Michael Billera Smith is a financial advisor with Raymond James Financial in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Fulton Bank and Raymond James Financial Services since 2017 and previously held roles at Santander Bank, Advocare, and the Big Vision Foundation. Smith serves on the board of the Oley Valley Community Education Foundation, where he is involved in finance, development, and governance committees. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, offering both customized investment solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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.

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.

Jesse Thomas is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is the sole member of Foundation Planning Group, LLC, which owns the building where his office is located. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

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.

Matthew Mc Kinney is a financial advisor with LPL Financial in Akron, PA, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Northwestern Mutual Wealth Management and Ephrata National Bank. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations with a range of advisory programs, financial planning, and brokerage services. The firm offers discretionary and non-discretionary management, model portfolios, and research from multiple sources.