Matthew Weeber is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. He serves as the primary relationship manager on his team, concentrating on retirement planning and portfolio management for families focused on multi-generational wealth transfers. As a qualified Portfolio Manager, Matthew manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His expertise encompasses portfolio strategy, client relations, and wealth management strategies tailored to affluent families and business owners. Matthew holds the Series 7 and 66 FINRA registrations, along with a Life/Health Insurance license. He earned a Bachelor's Degree in Finance from Kutztown University and maintains the Personal Investment Advisor (PIA) professional designation. Throughout his career, he has dedicated himself to lifelong learning to better serve his clients. Residing in Sinking Spring with his wife Christy and their two children, Matthew enjoys spending time with his family, playing basketball, attending Penn State football games, and traveling to Florida.

Adam Lord is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services based on structured discovery and firm-approved tools without providing individual security recommendations as part of standalone planning.

Zachary Romig is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Willie Sawyers III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for AT&T Mobility for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Lowrie is a financial advisor with Edward Jones in Lebanon, PA, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dutch Valley Foods and maintained ownership of an eCommerce business, Fine Line Automation, which he plans to close in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ian Miller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2017 to 2023. Outside of his advisory role, he serves on the Investment Committee for the Diocese of Allentown. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dianne Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Phillips serves on the finance committee of the Presbyterian Church of Catasauqua. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Jonathan Conover is a financial advisor with Primerica Advisors in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and concurrently involved with Primerica Financial Services since 2012. In addition to advisory services, he is involved in sales of non-investment related home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a curated third-party asset manager model with an exclusively percentage-based, tiered wrap fee structure.

David Weaver is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at several firms such as MRK Financial Solutions, Avantax, and SWC Wealth Management. He serves on the boards of the Friends of Governor Dick and the Mount Gretna Area Historical Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

Joanne Laessig is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at MassMutual Life Insurance, HighTower, UBS Financial Services, and Merrill. 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 provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Thomas Schreck is a financial advisor with Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques without providing individual security recommendations in its standalone planning program.

Bert Cramer is the sole advisor at Bert Riddell Cramer, Investment Adviser, with 32 years of industry experience. He also maintains a part-time law practice focused on estate, elder law, and tax preparation and serves as an individual co-trustee of a testamentary charitable remainder annuity trust. The firm serves individual clients by providing portfolio and investment management services, operating as an independent, single-advisor practice managing approximately $11.5 million across 16 client relationships. It emphasizes confidentiality, regulatory compliance, and employs specific cybersecurity measures to protect client information.