Benjamin Lamanna is a financial advisor with LPL Financial based in Wyomissing, PA. He holds a Series 66 credential and has 12 years of industry experience, including seven years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning services, and access to model portfolios and research, supporting both discretionary and non-discretionary management approaches.

Lori Piazza Timchack is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 17 years and held positions at several firms including Raymond James Financial and Jacobi Capital Management. In addition to her advisory role, she is a notary public for the state of Pennsylvania and owns a law-related business in Wilkes-Barre, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across various planning needs.

Dillon De Antonio is a CFP® professional with seven years of experience in financial advising. He has worked at Edward Jones since 2019 and previously spent three years at Sei. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the country.

Adam Green is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he held various roles including multiple positions at Franklin & Marshall College, as well as experience at Fulton Bank and Fairfax County Park Authority. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arius Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at The Vanguard Group for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Jane Kerr is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Strategic Investment Group from 2016 to 2022 and at Sei Investments from 2001 to 2016. Outside of her advisory role, she is a finance committee member of Good Works Inc., where she helps oversee the organization’s annual budget. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies in partnership with clients’ financial advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kenneth Kriebel is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Joseph Borgese is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has held roles at Contour Capital Holdings, LLC, Cetera ADVISORS LLC, and National Planning Corporation. Borgese is also the owner of Contour Wealth Management, LLC, where he provides investment management and financial planning services, and he operates a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors and substantial assets under management.

Mark Maggs is a Wealth Management Advisor at Merrill Lynch Wealth Management and founder of Maggs & Associates. He has been a financial advisor since 1993 and currently serves as part of Merrill's Peer-to-Peer National Faculty. Mark provides financial advice and guidance to business owners, professionals, executives, and retirees, with a focus on long-term wealth building and comprehensive balance sheet management. Mark holds a Bachelor's degree from Bloomsburg University and has earned several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management services, investment strategy, tax minimization, and retirement income. Mark is actively involved in his community, supporting various local organizations including Prospectus Berco and United Way as a Tocqueville member. He values longstanding client relationships and applies a caring approach to his work, emphasizing personal availability and understanding clients' needs. His professional achievements include recognition on Forbes' "Best-in-State Wealth Advisors" list for five consecutive years and placement on Barron's "America's Top 1,200 Financial Advisors" list.

Orlando Maldonado is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 designations and over 45 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also involved in managing a living facility for elders in Nevada as part of his non-investment business activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Susan Schmidt is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves on the Board of Directors and as Clerk for Fairview Village Seventh Day Adventist Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Storms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns and operates Naturally Rofo, a farm store specializing in beef and produce, and is involved with Heritage Farming LLC and Family Tradition Farming LLC, both focused on agricultural activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management.

Jeffrey Gunder is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes nearly two decades at Ameriprise Financial Services, followed by five years at Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tracey Herring is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services and MassMutual. Outside of her advisory work, she consults for PureHaven, a company specializing in nontoxic home and personal care products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through more than 14,000 financial advisors.

Keith Gibson is a financial advisor with Merrill in Wyomissing, PA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of his advisory role, Gibson serves as a Minority Inspector of Elections in Lehigh County. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.

Andrew Migliore is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes roles at AT&T and educational institutions such as Emmaus High School and Lower Macungie Middle School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Meghan Gallagher is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having one year of industry experience. Her prior experience includes five years at Bank of America and three years at Chase. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Charles Moffitt III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a farming business named Moffitt Apples. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Michael Billera Smith is a financial advisor with Raymond James Financial in Wyomissing, PA, holding Series 63 and Series 65 registrations with 12 years of industry experience. He has worked with Fulton Bank and Santander Bank, and has been involved with nonprofit organizations including the Big Vision Foundation and Advocare. He serves as a board member and finance committee member for the Oley Valley Community Education Foundation, contributing to education-focused community efforts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, in addition to specialized advisory programs.

Jennifer Staudenmayer is a CFP®-credentialed financial advisor with Edward Jones in Limerick, PA, and has 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, and charitable organizations, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.