Darrin Wallace is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. for 17 years each. Outside of his advisory work, he owns a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Robert Metzger is a financial advisor with OSAIC, holding a Series 66 designation and offering 20 years of industry experience. He has a background that includes 14 years at Sagepoint Financial, Inc., and operating an independent consulting business since 1998. Metzger also owned and operated a tax consulting practice for over two decades, providing income tax preparation, payroll, and bookkeeping services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports various legacy and third-party managed-account solutions.

Caroline Wasielevski is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated firms since 2022 and has prior work history that includes community and retail positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, supporting over 10,000 advisors and $256 billion in assets under management.

Daniel White is a financial advisor with Ameriprise in Pottstown, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is involved in managing a commercial real estate holding company, Hillside Maple LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jared Sadowski is a financial advisor at LPL Financial in Wyomissing, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Herbein & Company, Inc., Northeast Financial Group, and a four-year tenure at Saint Francis University. He is also involved with Treeview Partners, an LLC unrelated to investment activities. 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, including discretionary and non-discretionary management, model portfolios, and utilizes research from multiple sources to support diversified and alternative investment strategies.

James Mari Jr. is a CFP® with 18 years of experience in financial planning and asset management. He is currently affiliated with Cetera and its related entities, having joined in 2025 after eight years at CliftonLarsonAllen Wealth Advisors, LLC, and prior roles at Sun National Bank and INVEST Financial Corp. He is also involved with Flagship Financial LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Joseph Reinemann is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Eon Health, Cadence Consulting Group, and held various roles including at Syracuse University and ACA Compliance Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations and optional implementation through multiple channels.

Kevin Henley is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Henley volunteers as a Taekwondo instructor for children and adults. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines multiple advisory platforms with a range of investment services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment goals.

Cali Keller is a financial advisor with Merrill based in Wyomissing, PA, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2013 and has also been associated with Bank of America, N.A. since 2024. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Joshua Hirneisen is a financial advisor at Wells Fargo Clearing with six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Fulton Bank, N.A. and Salt & Straw. 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

David Marshall is a Certified Financial Planner® with 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products supported by proprietary research and capital market assumptions.

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 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.

David Wood is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he owns SEA BUDDY ENTERPRISES LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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.