David Shaffer is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Temple University and Cairn University. Outside of his advisory role, he serves as a deacon and treasurer for Christ Alone Fellowship and is a board member of the nonprofit The Cypher Spot, where he assists with financial oversight. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to manage portfolios that include various investment types, catering to individual and institutional investors.

Anthony Martin is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable emphasis on access to third-party asset managers and affiliated insurance and trust services.

Paul Stetter Jr. is a financial advisor with Raymond James Financial in Ephrata, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Fulton Financial Advisors since 2019 and has been with Raymond James Financial since 2009. Outside of his advisory work, he is involved with a small family-run lawn care business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions, offering financial planning, investment consulting, and advisory services. The firm employs risk profiling and analytical tools to provide tailored, non-discretionary investment consulting and supports a broad advisor network along with institutional consulting and portfolio management.

Kevin Sweeney is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience, including prior roles at WBS Financial and TE Connectivity. 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 range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies alongside operational tools such as machine learning for support.

Matthew Langdon is a Senior Financial Advisor at Merrill Lynch Wealth Management and a senior partner in the Weeber/Langdon Team. He brings 18 years of experience in the financial services industry, having joined Merrill Lynch in 2008. In his role, he focuses on business development, primarily acquiring new client relationships and directly shaping and implementing new strategies. Matt services high net worth individuals, families, and businesses, providing expertise in areas including corporate benefits, divorce transition planning, family wealth management strategies, retirement income, philanthropic planning, and portfolio management services. He holds series 7 and 66 FINRA registrations, life and health insurance licenses, and professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). He earned his bachelor's degree in accounting from Pennsylvania State University. Matt resides in Berks County, Pennsylvania with his wife Renee and their four children. He enjoys spending time with his family, boating, offshore fishing, and is involved in community activities such as volunteering with youth sports and serving on boards including Berks Catholic High School and John Paul II Board of Directors. He is also a PIAA wrestling official and a member of the United Way Investment Committee.

David Weld is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. for 20 years. Outside of his advisory role, he serves as Council Commissioner and Vice President of council operations for Scouting America (BSA). OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party managers. The firm utilizes advanced asset-allocation tools and supports discretionary and non-discretionary account management with diversified investment options.

Jennifer Bilodeau is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds power of attorney responsibilities related to investment matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenan Yamaner is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Tyler Trettin is a financial advisor with LPL Financial based in Ephrata, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, Tyler worked at Vitality Athletics for 12 years. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 investment adviser representatives.

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 at Wells Fargo Clearing with Series 66 credentials and over 11 years of industry experience, including a tenure at Santander Bank, N.A. from 2014 to 2025. He joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Joseph Pancerella is a CFP®-certified financial advisor with 22 years of industry experience, currently with Ameriprise since 2020. He previously worked at Next Financial Group, Inc. and founded Pancerella & Associates, a CPA firm where he remains active in tax preparation and management. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research-driven strategies and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

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.

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 with Osaic Wealth, Inc. holding the Chartered Financial Consultant (ChFC®) designation and Series 63 license, with 39 years of industry experience. He has previously worked with Investment Advisors Asset Management, LLC and Butterworth Financial Group, and has operated his own law office since 1993, specializing in estate planning, wills, trusts, and tax preparation. Additionally, he serves as a trustee for a family revocable living trust and is a board member for a nonprofit homeowners association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofit organizations through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk assessments to create diversified portfolios and offers a broad range of services including financial planning, managed accounts, and access to third-party money managers.