David Szablowski is a Series 66 registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has 14 years of industry experience and also serves as a board member for Berks Catholic High School. Additionally, Szablowski has been a self-employed income tax preparer since the 1990s and works as a school business consultant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides access to proprietary and third-party investment strategies across multiple platform arrangements.

Christopher Blauser is a financial advisor at LPL Financial based in Reading, PA. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to his advisory role, he has been employed by the City of Reading since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Gale Withers is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, Gale worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of advisory work, Gale has real estate ownership activities unrelated to investing. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Judith Frantz is a financial advisor with LPL Financial in Akron, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Waddell & Reed, MSI Financial Services, and Avantax Advisory Services. She also has experience with various insurance carriers and was involved with the American Business Women Association's Women Excelling Chapter. 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 variety of financial planning and investment products, supported by a large network of advisors and advanced operational tools.

Andrew Champagne is a financial advisor with Morgan Stanley in Wyomissing, Pennsylvania, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he serves on the Finance Committee of Integrate For Good, a nonprofit focused on children, youth, and individual rights, and is a board member of the Pottstown Rotary. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Jared Ruppert is a CFP® professional at Wells Fargo Clearing with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options.

Timothy Rudy is a financial advisor with Ameriprise in Birdsboro, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining Ameriprise in 2020. Outside of Ameriprise, he manages an advisory business at Ashford Wealth Advisors, LLC. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Christina Gaston is a financial advisor with LPL Financial, holding a CFP® designation and over seven years of industry experience. She has worked at multiple firms, including Spring Ridge Financial Group and Commonwealth Financial Network, before joining LPL Financial and Ephrata National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management services through a broad network of investment adviser representatives.

Brandon Shaub is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to his current role, he has worked at Aloha Financial and held positions outside the financial sector, including at Lowe's Home Improvement and The Tavern on Penn. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Harry Herb is a financial advisor with Morgan Stanley in Wyomissing, Pennsylvania, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, and he has prior experience with Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing and maintaining their financial plans.

Joseph Sanchez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment and advisory solutions.

Stanley Kiec III is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as a power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Willi Reif Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and Kalejta Financial Management. Outside of his advisory work, he is involved in farming through the Reif Family Farm in Canisteo, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools and a broad network of over 22,800 advisors.

Robert Hostetter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Securities America Advisors Inc and Concourse Financial Group Securities Inc. Outside of financial advising, he is a partner in an accounting firm and serves as a township auditor, among other business activities including co-owning a hair salon and participating on a regional bank advisory board. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and investment program structures, overseeing more than $256 billion in assets under management.

Jennifer Philbert is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Hagy is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Concourse Financial Group Securities Inc and PSERS. Hagy is involved in administrative and client support activities through Pathway Financial Group and also provides insurance services via Hagy Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Kristin Jones is a financial advisor with Equitable Advisors in Reading, PA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley and Thrivent Financial. She volunteers with Ruff Life Rescue, participating in events for the animal rescue organization. Equitable Advisors serves a wide range of clients from individuals to institutions, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized client information and risk assessment to match clients with appropriate investment models and discretionary managers.

Adrienne Dellinger is a financial advisor at Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 66 licenses with 12 years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Merrill from 2016 to 2019. Outside of her advisory role, she is the founder of The Island of Misfit Dogs, an animal-related nonprofit based in Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources.

Michael Smoker is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. He has been affiliated with Cetera since 2004 and has an extensive background including ownership and management roles in multiple businesses such as Smoker Realty LLC and Smoker and Company, a CPA firm. Outside of his advisory role, he is involved in several entrepreneurial ventures including technology services and business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and retirement services using a multi-manager platform that includes both affiliated and third-party model portfolios, with over $256 billion in assets under management.

Mark Chaffe is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support client decision-making.