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.

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 at Cetera with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Hamilton Capital, LLC, Summit Financial Strategies, and Master's Advisors Inc. Before entering the financial sector, he worked in non-financial roles such as at Horst Auctioneers and The Ohio State University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Maggie Garman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley, Uhrig Construction, and other organizations. Outside of finance, she has experience connected to Pennsylvania State University and has worked in diverse sectors including media and salon services. 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 both brokerage and advisory solutions supported by research from its Investment Institute and third-party sources.

Adam Cronomiz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Sarah Werner is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 63 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and was previously with National Brokers of America from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

James Brignall is a financial advisor with Ameriprise in Wyomissing, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves as COO of KSP MLS LLC, where he is involved in hiring, payroll, financial planning, and leadership. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nathan Lee is a financial advisor with LPL Financial in Douglassville, PA, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. His prior work includes roles at Lincoln Financial Securities, Key Investment Services LLC, Cetera Investment Services LLC, and Wells Fargo Clearing. He serves as a board member of the Boyertown Rod and Gun Club, a nonprofit organization. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Kirstan Ulrich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2021, Ulrich worked with Treeview Partners LLC and Waddell & Reed, Inc. Ulrich also served Trinity Lutheran Church for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jay Moyer is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2024, he worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advising, he serves as president and board member of the Congregation Shomrei Habrith, a religious organization. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Nicholas Good is a financial advisor with LPL Financial, holding the Series 66 designation. He has experience in the financial industry primarily through his ongoing role at Ephrata National Bank since 2017 and has been with LPL Financial since 2026. Prior to his financial career, he worked at Arby's for three years. 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, supported by a large network of investment adviser representatives.

Lawrence Lubas is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He previously spent 31 years at Pruco Securities Corporation before joining LPL Enterprise in 2024. Outside of his advisory work, he is employed in service roles at local venues including a golf course and sports stands. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Stephen Bealer is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2003. He holds a Bachelor's degree in Finance and Religion from Susquehanna University. Stephen's professional designations include Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). Stephen specializes in retirement income planning and portfolio management. He begins each client relationship by thoroughly understanding their resources, lifestyles, and goals related to wealth, family, and business. This approach allows him to develop customized and disciplined strategies tailored to help clients achieve their long-term objectives. His areas of expertise also include executive compensation, equity compensation services, family wealth management strategies, institutional and corporate benefit services, services for defined benefit plans, investment consulting for defined contribution plans, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. Stephen has received recognition from several industry publications, including being named to Barron's Top 1,200 Financial Advisors from 2017 to 2025, Financial Planning's Top 40 Advisors Under 40 from 2017 to 2021, and Forbes/SHOOK's ranking of America's Top 500 Next-Generation Wealth Advisors in 2017. Outside of his professional work, Stephen volunteers with Hope International. He enjoys recreational soccer, international travel, and is a fan of the Philadelphia Phillies and 76ers.

Bruce Gross is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he receives renewal income from a small book of property and casualty insurance business through his insurance agency. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, including investment recommendations across a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Amie Wanner is a financial advisor with LPL Financial based in Reading, PA. She holds a Series 66 designation and has two years of industry experience, including prior employment for over two decades at Boscov's Department Stores. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational and research tools.

Eric Gradwohl is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a large institutional firm serving a broad client base with comprehensive financial services and investment solutions.

Kathryn Martin is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and bringing five years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual, as well as an eight-year tenure at Merrill Lynch. She serves as president of LeTip of Mechanicsburg, a local networking group. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to support financial planning.

Jessica Voci is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, Inc. and Fulton Bank. She serves as vice president on the Martic Township planning commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored planning and consulting supported by a broad advisor network and specialized municipal and public-finance capabilities.