Kenan Yamaner is a securities professional at Wells Fargo Clearing with Series 63, 65, and 66 licenses and 31 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 supported by research and analytics.

Tyler Trettin is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Ephrata National Bank, Tier 1 Utility Design, and Vitality Athletics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by its extensive network of advisors and institutional platforms.

Missy Phelan is a financial advisor with Edward Jones in Ephrata, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Gearty and Associates and Gearty Law Offices. She is also an elected member of the Manor Township Board of Supervisors in Lancaster, PA, where she participates in local government decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a national network of over 23,000 financial advisors.

Cullin Mcgrath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. He previously worked at Santander Bank, N.A. for 11 years. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Joseph Pancerella is a financial advisor with Ameriprise in Reading, PA, holding CFP® and Series 63 designations and bringing 22 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Next Financial Group, Inc. for 13 years and operated Pancerella & Associates for 16 years. He also manages a CPA firm, Pancerella & Associates LLC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Stoudt II is a CFP® with 22 years of experience in financial advising, currently with Raymond James Financial. He owns and operates Stoudt Distributors Inc. and Stoudt Capital Management, Inc. He has been involved in rental real estate ownership and management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA consulting services.

Dean Fox is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has previously worked with firms including Voya Financial Advisors, Park Ave Securities, Guardian, and Crump Life Insurance. Outside of his advisory role, Fox is involved in nonprofit activities as the founder and president of the Frank Fox Scholarship and serves as a board member for Pope John Paul II High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment strategies and program structures.

Noah Brooks is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2013, following eight years at Wells Fargo Clearing and twelve years running Good Life Advisors, LLC. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and financial planning services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while maintaining a diverse platform that includes insurance and banking partnerships.

Mary Elizabeth Stone is a financial professional with Cetera who holds a Series 66 designation and has five years of industry experience. She previously worked at First Allied Securities and operates her own financial services businesses, including Stone Financial and Union Advantage Financial. Outside of advisory work, she provides tax preparation services and notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Mary Carr is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in retail and online sales through her work with Norwex. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisors.

Jeffrey Dresely is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Fulton Financial Services, Raymond James Financial Services, and Wells Fargo Advisors. 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 broader range of financial product offerings than typical for large institutional advisers.

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.

Ronald Burroughs is a financial advisor at Edward Jones in Ephrata, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Burroughs serves as a board member of the Ephrata Area Chamber of Commerce, contributing to its strategic planning efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

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.