Ross Harter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at New York Life Insurance Co and NYLIFE Securities LLC, as well as teaching positions at Alvernia University, Reading Area Community College, and Reading High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Steven Mcnabb is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, delivering investment advice primarily through investment adviser representatives using a combination of in-house research and third-party strategists.

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.

Severo Sales III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erica Hower is a financial advisor with OSAIC in Wyomissing, PA, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been with Royal Alliance since 2014. Outside of her advisory role, Erica operates Butterworth Financial Services, providing life insurance and fixed rate annuities, and also serves as a notary. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and diversified portfolios that include stocks, bonds, options, and alternative investments.

Kevin Cavanna is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2017. He operates under multiple DBAs for his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services that include discretionary and non-discretionary management, model portfolios, and support from both internal and third-party research.

David Boyer is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked 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 IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Timothy Mogford is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and previously worked at First Allied Advisory Services and First Allied Securities. Prior to his advisory career, he spent ten years with the Schuylkill Valley School District. Outside of his advisory role, Mogford is employed by Stone Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform, supporting various investment strategies and program structures.

Gerald Mccready is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at multiple firms including Fulton Financial Advisors, Specific Solutions, and Raymond James Financial Services Advisors Inc. He is also the owner of GJM Wealth Management LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management options supported by research and model portfolios.

Stacy Mensch is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she operates a small business making and selling handcrafted jewelry on Etsy. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment programs supported by structured planning tools.

Kevin Miller is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial in Wyomissing, PA. He has been with LPL Financial since 2014. Outside of his advisory role, Miller is also a notary. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs incorporating discretionary and non-discretionary management, model portfolios, and research support.

Lindsey Borgese is a CFP® with 21 years of industry experience, currently affiliated with Cetera. Her career includes roles at Contour Capital Holdings, Contour Wealth Management, Cetera Advisors LLC, and National Planning Corporation. Outside of her advisory work, she serves as co-president of the Marlborough Elementary School Parent-Teacher-Fundraising Society. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment programs and access to numerous third-party money managers.

Philip Boyer is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns and manages a rental property in Baltimore, MD. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services, including corporate financial planning agreements.

Graig Nickel is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes 14 years at The Vanguard Group, Inc. Outside of his advisory role, he is involved in non-investment businesses including a bagel shop and a contracting service in Pennsylvania. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by in-house and third-party research and portfolio management capabilities.

Joseph Lo Stracco is a financial advisor at Cetera with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Voya Financial Advisors and Kalejta Financial Management. He is also involved with Flagship Financial, a financial services firm. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes discretionary and non-discretionary program options.

Matthew Cappelletti Jr. is a financial advisor with LPL Financial in Pottstown, PA, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2006 and previously practiced at Cappelletti Pinter & Co PC for 31 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Anthony Kidron is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory role, Kidron has an entrepreneurial venture under the DBA Surgeons Capital Management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.