Jeffrey Gunder is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly 19 years before joining LPL Financial in 2025. 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, and institutional platforms, with advisory services primarily delivered by investment adviser representatives utilizing a range of strategies including discretionary and non-discretionary approaches.

Andrew Migliore is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, he worked at Blair Johnson and AT&T, and has previous experience in education at several schools. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs delivered through a broad network of adviser representatives and third-party managers.

Michael Billera Smith is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fulton Bank, Santander Bank, and Raymond James Financial Services. He serves on the board and several committees of the Oley Valley Community Education Foundation, a nonprofit focused on enhancing educational opportunities in the local school district. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public-finance advisory services uncommon among large institutional firms.

Jennifer Staudenmayer is a CFP® with 12 years of experience in the financial services industry, all of which she has spent at Edward Jones. She holds the Series 66 designation and is based in Limerick, 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexandra Litrenta is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill's Wyomissing office in 2014, initially working as a Client Associate before advancing to her current role as a senior financial advisor with The Kennedy Group. Alexandra focuses on a goals-based approach to wealth management, assisting clients in areas including liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Alexandra earned a Bachelor's Degree in Psychology from LaSalle University in 2012. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alexandra’s background also includes collegiate athletics, having competed at the Division I level as a member of LaSalle’s Women's Volleyball Team. She resides in Wyomissing, Pennsylvania, with her husband. Alexandra has been active in the local community and served as the Head Women's Volleyball Coach at Albright College in Reading, Pennsylvania, for ten years. Her personal interests include antiquing, cooking, spending time with her family, and volleyball.

Jesse Thomas is a financial advisor with Equitable Advisors in West Reading, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors, and its predecessor AXA Advisors, since 1999. Outside of financial advising, he is involved as the sole member of Foundation Planning Group, LLC, which owns the building housing his office. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs rather than sponsoring its own wrap fee program.

William Stewart IV is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at Janney Montgomery Scott and Janney Montgomery Scott LLC. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Benjamin Laffredo is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked at The Vanguard Group for nine years. His background also includes roles at Randstad, Frank A. Smith Beverages, and Franzones Pizzeria. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Castner is a financial advisor at Edward Jones in Phoenixville, PA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions through a nationwide network of over 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Bryant Ferris is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as an elected member of the Pequea Valley School Board in Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Todd Newman is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His work history includes multiple roles at Morgan Stanley and Wells Fargo Clearing. He is currently based in Wyomissing, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and offers various investment solutions through its broad retail and institutional platform.

Joseph Plageman is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a trustee for the Pennsylvania Universalist Convention. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Douglas Kaufman is a CFP® and ChFC® with 17 years of industry experience, currently affiliated with OSAIC. His prior experience includes roles at Securities America Advisors, Investacorp Inc, and his own firm, Kaufman Financial Services, where he also provides insurance services. He is involved in tax preparation through Kaufman Advisory Services, Inc. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing a range of managed account strategies and third-party managers.

Tyler Reppert is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. from 2011 to 2013 before joining Cambridge in 2013. Outside of advising, he is involved in independent insurance sales and operates a collectibles retail business. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and proprietary model strategies.

Jennifer Mc Donough is a financial advisor with J.P. Morgan Securities in Royersford, PA. She holds Series 63 and Series 65 designations and has three years of industry experience. Her prior work includes positions at Wells Fargo and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

W Bradford White Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of Meadowlark Partners LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Geraldine Wardle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, she is involved in sales of investment-related products and also participates in referrals for 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 discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Morgan Wilson is a Series 66-licensed financial advisor with LPL Financial, based in Reading, PA, with five years of industry experience. Prior to joining LPL Financial in 2021, he worked with DeLucia Baseball Academy from 2020 to 2023. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Courtany Heckman is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at M&T Securities and M&T Bank. Merrill, together 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 offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donnamarie Riccio is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is a commissioned notary public in Reading, Pennsylvania. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment solutions supported by the firm’s research and planning tools.