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 14 years of industry experience. He holds the 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 more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

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.

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 with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Fulton Bank. Horst also operates Pathway Financial Group, where he provides client support and insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Morgan Wilson is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2021. Outside of his advisory role, Wilson is involved with DeLucia Baseball Academy. LPL Financial is a national investment adviser and broker-dealer that serves individual and institutional clients, offering a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

Courtany Heckman is a financial advisor with Merrill in Wyomissing, PA, holding Series 66 and Series 63 designations and bringing 16 years of industry experience. Prior to joining Merrill in 2020, Heckman worked at M&T Securities and M&T Bank from 2001 through 2020. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with the broader Bank of America platform, including access to various financial products and services.

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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. since 1995, she has been involved with CHR Financial Advisory, Inc., which operates as a non-variable insurance business and serves as a DBA for her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by in-house and third-party research, and employs both discretionary and non-discretionary management 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.

Brett Wartluft is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a power of attorney for his father. 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 process 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.

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 having 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. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.