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.

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.

Zachary Horst is a financial advisor at Cetera with Series 65 and Series 63 licenses and four years of industry experience. He has worked previously at Concourse Financial Group Securities Inc and Fulton Bank. In addition to his advisory role, he is involved with Pathway Financial Group, where he provides client support and offers life, health, and annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Morgan Wilson is a Series 66-licensed financial advisor with LPL Financial, based in Reading, PA, with five years of industry experience. Prior to joining LPL Financial in 2021, he worked with DeLucia Baseball Academy from 2020 to 2023. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, 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 at Osaic since 2024. Her prior roles include positions at American Portfolios Financial Services, Inc. and Vanguard Advisers, spanning nearly 21 years. She is a partner at iValue Financial Planning, LLC, where she is involved in tax preparation, and also operates a fixed insurance and annuities business as a sole proprietor. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across multiple programs including financial planning and portfolio management. The firm’s investment process is model-based and emphasizes asset allocation and portfolio optimization, supported by a complex affiliate network and recent consolidation activity.

Ryan Brumfield is a financial advisor at Edward Jones with six years of industry experience. He previously worked at LPL Financial and Brinker Capital before joining Edward Jones in 2023. Brumfield holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

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 with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. starting in 2002. 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 combines research and analytics with diversification principles and modern portfolio theory to support a broad range of brokerage and advisory solutions.

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.

Brett Wartluft is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for his father. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party data and offers both brokerage and advisory solutions.

David Le Blanc is a Series 66-credentialed financial advisor with Morgan Stanley, based in Wyomissing, PA, and has seven years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Prior to his financial services career, he spent fourteen years at Bob Jones University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in assets and offers services through both direct client relationships and corporate financial planning agreements.

Everette Scrivner is a financial advisor with Mass Mutual Investors Services in Wyomissing, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. He also owns Widgeon Wealth Strategies LLC, which markets MassMutual and MML business products and services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Woodrow Mc Gill III is a financial advisor with LPL Financial in Reading, PA, holding a Series 66 designation and with 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2018. Mc Gill is also involved with Good Life Financial Advisors and Goodlife Insurance Associates outside of his LPL role. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.