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.

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.

David Doll is a financial advisor with Edward Jones in Hamburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Keystone Brokerage, Inc. since 1996 and Kye Investor Services since 1995. 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, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Ronald Centofanti is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 29 years. His background also includes a role as an independent real estate contractor with Keller Williams Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

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 at Merrill Lynch Wealth Management. He joined the firm in 2003 after graduating summa cum laude from Susquehanna University in Pennsylvania with a Bachelor's degree in Finance and Religion. Stephen holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). In his role, Stephen serves as the primary resource for retirement income planning and portfolio management. He begins client relationships by understanding their priorities, resources, lifestyles, and goals related to wealth, family, and business. This approach informs his development of customized and disciplined strategies aimed at helping clients achieve their objectives. His expertise encompasses areas such as executive compensation, equity compensation services, family wealth management strategies, institutional and corporate benefit services, and investment consulting for defined contribution plans. Stephen has been recognized by industry publications, including being named among Barron's Top 1,500 Financial Advisors from 2017 to 2026, listed on On Wall Street's/Financial Planning's Top 40 Advisors Under 40 from 2017 to 2021, and included in Forbes/SHOOK's inaugural ranking of America's Top 500 Next-Generation Wealth Advisors in 2017. He volunteers with Hope International and is active in recreational soccer. Outside of work, he enjoys international travel and is a fan of the Philadelphia Phillies and 76ers.

Bruce Gross is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Cetera Investment Services LLC from 2002 to 2005. In addition to his advisory role, he receives renewal income from a small book of property and casualty insurance through his insurance agency. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

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 in Wyomissing, PA, holding Series 63 and Series 65 registrations and having 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and tailored investment recommendations supported by proprietary research and tools.

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.

Brett Werkheiser is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked concurrently with Primerica Advisors since 2019 and Primerica Financial Services since 2018, alongside roles at Lehigh Valley Health Network and Coordinated Health. His other business activities include the sale of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional plan management.

Minnie Maurer is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a 17-year tenure at Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning process.

Jenna Johnsen is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved tools to model outcomes.

Michael Mcnulty is a financial advisor with Primerica Advisors in Reading, PA. He holds Series 63 and Series 65 licenses and has one year of experience in the financial services industry. Prior to his current role, he worked in the auto glass and automotive sectors. In addition to advisory services, he is involved in sales of investment-related products and receives compensation for referrals related to mortgage and home security services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers an overlay manager and custody support through BNY Mellon Advisors and Pershing.

Steven Himmelreich is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His work history includes roles at Blue Mountain Financial Group, PFS Investments, Inc., Primerica Financial Services, and Carpenter Technology. He is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Vincent Saraceno is a financial advisor with Thrivent Investment Management based in Kutztown, PA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. He has been with Thrivent since 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and broad financial planning topics without discretionary portfolio management or institutional advisory services.

Daniel Van Matre is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he provides leadership, strategy, and guidance to an accomplished clientele, helping them grow and steward their wealth more effectively. He collaborates closely with Merrill’s capital market groups to identify and evaluate wealth management strategies tailored to clients’ needs, preferences, risk tolerance, and time horizons. Daniel incorporates a tax-sensitive framework and integrates investment insights within clients’ broader wealth frameworks, considering wealth-transfer objectives, philanthropic interests, and long-term strategy. He is also knowledgeable in alternative investments, including private equity, venture capital, hedge funds, and real estate offerings. Daniel holds a Bachelor's degree and a Master's degree from Brigham Young University. He earned the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst® (CAIA®) designation. He is a member of the Salt Lake City CFA® Society. Outside of work, Daniel enjoys outdoor activities and is an avid skier. He has lived in Norway and speaks Norwegian, enhancing his appreciation of Northern European culture. He competes at an elite level in cycling and has represented the United States multiple times in the Cross-country Marathon Mountain Biking World Championships. He also enjoys spending time with his wife, Sarah, and their daughter.

Matthew Weeber is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. He serves as the primary relationship manager on his team, focusing on retirement planning and portfolio management for families engaged in multi-generational wealth transfers. Matt is a qualified Portfolio Manager who manages personalized and defined investment strategies on a discretionary basis, incorporating individual securities, Merrill model portfolios, and third-party investment options. His areas of expertise include portfolio strategy, client relations, and wealth management for affluent families and business owners. Matt holds the Series 7 and 66 FINRA registrations, Life/Health Insurance licensure, and the Personal Investment Advisor designation. He earned his Bachelor's Degree in Finance from Kutztown University. His professional efforts concentrate on managing his team's business model and development initiatives. Residing in Sinking Spring, Matt lives with his wife Christy and their two children. Outside of his professional responsibilities, he enjoys playing basketball, attending Penn State football games, listening to music, traveling to Florida, and spending time with his family.

Adam Lord is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. 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. The firm manages approximately $2.74 trillion in client assets and offers planning services based on structured discovery and firm-approved tools without providing individual security recommendations as part of standalone planning.