Jess Yourkavitch is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera, Riverview Bank, and BB&T Investment Services. Jess operates under the DBA AEM Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a variety of advisory and brokerage services.

Raymond Butterworth is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has a background that includes roles at Investment Advisors Asset Management, LLC and Butterworth Financial Group. Outside of his advisory work, he operates the Law Offices of Raymond Butterworth, where he provides estate planning and tax preparation services, and serves as a board member for the Bent Creek Homeowners Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary management, third-party managers, and a variety of portfolio programs tailored to individual and institutional needs.

Tracy Walter is a Series 66-licensed financial advisor with Raymond James Financial, based in Ephrata, PA, and has three years of industry experience. Prior to joining Raymond James Financial Services in 2023, Walter held several roles at Fulton Bank and Fulton Financial Advisors. Outside of advising, Walter is involved in political activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice supported by analytical tools and supports its clients through various advisory programs and institutional consulting services.

Jeffrey Kelly is a financial advisor with Cambridge Investment Research Advisors in Wyomissing, PA, holding the Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research since 2012 and previously at American Portfolios Advisors for seven years. Outside of his advisory role, he is the president of a dumpster rental franchise, Dumpster Dudez of Lehigh Valley. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm operates through thousands of financial professionals and offers access to multiple platforms, third-party advisors, and proprietary model strategies.

Jeffrey Smith Sr. is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2007. He serves as a council member on the President’s Advisory Council at Alvernia University. 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, and charitable organizations. The firm uses firm-approved analytical tools to develop individualized plans and offers various investment and educational programs.

Steven Hofmann is a financial advisor with OSAIC in Reading, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and Grandview Financial Partners, LLC. Outside of his advisory work, he serves on the Endowment Committee for the Hawk Mountain Council Boy Scouts of America and is a board member of the Hofmann Family Foundation, a nonprofit organization. OSAIC is a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment strategies through an extensive affiliate network and third-party platforms.

Steve Reiter is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SagePoint Financial, Inc. for 14 years. Outside of advisory work, he is involved in insurance sales focusing on life and long-term care. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of advisory and brokerage services through a multi-advisor platform emphasizing model-based asset allocation and portfolio optimization.

Courtnie Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Good Life Advisors, LLC for 12 years and has been with LPL Financial for 14 years. 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 institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, supported by proprietary research and technology tools.

Ramsey Rayan is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for PIMCO Investments LLC for 13 years. He is based in Wyomissing, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

John Massaro Jr. is a financial advisor with Wells Fargo Clearing in Wyomissing, PA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including roles at Wachovia Bank, N.A. since 2002 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Harry Neidermyer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and H.D. Vest Advisory Services. In addition to his advisory work, he operates a tax preparation and CPA practice and serves as a volunteer with the Lititz Fire Company No 1. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by advanced research and technology tools.

Darren March is a CFP® with 25 years of industry experience, currently practicing at Raymond James Financial. He has been associated with Raymond James Financial Services since 2009 and leads March Lutz Wealth Management, a group he co-founded in 2016. Outside of his advisory role, he serves as President of the Avenues Foundation and participates in community activities, including a local charity basketball committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thomas Lutz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2016, he has also led March Lutz Wealth Management. Lutz is a part owner of a support company, SML Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large network of advisors and affiliated firms.

Akiko Strum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Lincoln Investment for nine years before joining her current firm and founding Strum Wealth Management. Outside of her advisory role, she serves as a committee member for the Reading Symphony Orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Brian Hamm is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at CODY Computer Services, Inc. and Gateway Ticketing Systems, Inc. Outside of his advisory work, he prepares income tax returns for immediate family members on a private basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Sara Gdowik is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining in 2015, she has focused on providing goals-based wealth management and retirement planning services to individuals, families, and business owners. Sara works with clients to develop financial strategies tailored to their unique needs and regularly reviews progress and life changes to adjust plans accordingly. She also collaborates with businesses and HR professionals to design and manage 401(k) plans, offering fiduciary support and education. Sara holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Private Wealth Advisor® (CPWA®) designation, Certified Plan Fiduciary Advisor® (CPFA®) designation, and is a Bank of America Retirement Benefits Consultant. She earned a bachelor's degree in applied mathematics with a minor in economics from the University of Pittsburgh. Sara resides in Lancaster, PA with her family. She is involved with organizations including the American Cancer Society, Boys and Girls Club, and The March of Dimes, and maintains professional affiliations such as Prospectus Berco.

Brian Bubnis is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he was employed by Citigroup Global Markets beginning in 1993. Outside of his advisory role, he operates a sole proprietorship involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and proprietary planning tools, offering access to various investment strategies and broad financial services.

Benn Smith is a financial advisor at LPL Financial with 22 years of industry experience and holds the Series 66 designation. His prior work includes roles at CUSO Financial Services, LP, Diamond Credit Union, PFG Advisors, Cetera, Vicus Capital, Inc., Inner Harbor Asset Management, and Equitable Advisors. 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 financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies supported by research and advisor-facing tools.

Giuseppe Monteleone is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 63 designation and has a background that includes multiple roles at PNC Investments from 2017 to the present, as well as experience at Symmetry Financial Group and Rivers Casino. 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, utilizing research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory.

Joel Potts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Hamilton Capital, LLC, Summit Financial Strategies, and Master's Advisors Inc., among others. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.