Courtney Boslough is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. She has been associated with MassMutual Life Insurance Company and MML Investors Services, LLC since 2017 and has also worked with the Philadelphia Eagles from 2014 to 2025. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to provide written recommendations in collaborative annual engagements.

Ethan Miller is a financial advisor with LPL Financial based in Wyomissing, PA. He holds a Series 66 designation and has two years of industry experience, including positions at Skyline Wealth Advisors and LPL Financial. Prior to entering the financial industry, he worked at Lowes Hardware and studied at West Chester University of Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Thomas Nein is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 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. He also serves as power of attorney for his mother. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Austin Andrews is a financial advisor at Raymond James Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including positions at Fulton Bank and Alvernia University. Outside of his advisory work, he has engaged in delivery services as an independent contractor for Amazon Flex and InstaCart. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm uses risk profiling and analytical modeling to tailor non-discretionary planning and encourages implementation of recommendations through its advisory programs or other providers.

Michael Mowad is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and also operates as an independent benefits advisor. In addition to his financial advisory role, he is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with a model-driven investment approach supported by third-party asset managers and custodians.

Jonathan Gumpper is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisors, Salad Works, and DoubleTree By Hilton. In addition to his advisory role, he serves as administrator or executor of several family trusts and estates. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Mark Lasko is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 34 years of industry experience. His career includes roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1991, as well as Massachusetts Mutual Life Insurance Company since 2016. Outside of advising, he is involved in individual life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers various asset management and educational programs.

Alanna Campbell is a Series 66-licensed financial advisor with LPL Financial, based in Wyomissing, PA, with one year of industry experience. Prior to joining LPL Financial, she held roles at Diamond Credit Union, Ciocca Ford of Quakertown, Dana Corporation, and Our Place Restaurant. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Hyde is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Investment Advisors Asset Management, LLC for 13 years and Royal Alliance Associates for 19 years. Hyde also operates Hyde Tax Service, a tax preparation business he has managed for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Christian Szabo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. His career also includes a longstanding role with Mosaic Sales Solutions US Operating Co. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kendra Klahr is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. Her prior experience includes roles at Santander Securities, Santander Bank, and PNC Investment Services. 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. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Wyatt Klopp is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions at Target, the Reading Fightin Phils, and Jacksonville University. Outside of his advisory work, Wyatt sells sports cards online. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support both discretionary and non-discretionary management.

John Zannakis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Fulton Financial Advisors and Fulton Bank, alongside a long tenure with Raymond James Financial Services Advisors since 2009. Outside of his advisory work, he is involved in sales for Fulton Financial Advisors. 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 emphasizes tailored, non-discretionary planning and incorporates advanced analytical tools, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory Programs.

Gail Ford is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include work with Waddell & Reed, various insurance carriers, and operating a business under H&R Block. She has also been involved with Pine Grove Wesleyan Church for 27 years. Outside of her advisory role, she maintains employment as an enrolled agent with H&R Block. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Kusmierz is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to his financial career, he was employed at Tocolo Cantina and Hofstra University. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Minnich is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2005. With over 20 years of experience in financial services, John adopts a comprehensive, goal-based approach to wealth management. His services encompass investment management, lending, insurance strategies, education planning, retirement income, and legacy planning. In addition to client relationship management, he also contributes to business development efforts within his team. Throughout his career, John has been recognized by various industry publications for his accomplishments. He has been named to Barron's Top 1,200 Financial Advisors for multiple consecutive years, Forbes 'Best-in-State Wealth Advisors,' and On Wall Street's Top 40 Advisors Under 40, among other accolades. He began his financial services career in 2003 and has consistently focused on providing clients access to opportunities that extend beyond day-to-day portfolio management. John earned a Bachelor's degree in Finance and Accounting from Kutztown University in Pennsylvania. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). John resides in Sinking Spring, Pennsylvania, where he enjoys playing golf and basketball and spending time with his two daughters. He is also involved with the Wilson School District and supports the Shriners Children's Hospital.

Daniel Schmidt is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with Pfs Investments Inc and Primerica Financial Services since 2009. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets for individual, corporate, and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and provides various portfolio models, including those investing in cryptocurrency exchange-traded funds.

Richard Jennings Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jennings also serves as an adjunct instructor at DeSales University, teaching finance courses. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Johnson is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Edward Jones and The Vanguard Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning relationships.

Michael Listmeier is a financial advisor with LPL Financial in Wyomissing, PA, holding a Series 66 designation and with 10 years of industry experience. He has previously worked with Waddell & Reed Inc and various insurance carriers and was affiliated with the Thorndale Downingtown Regional Chamber of Commerce for two years. He is involved with Skyline Wealth Advisors LLC, a DBA for his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.