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, holding a Series 66 designation and two years of industry experience. She worked for over two decades at Boscov's Department Stores before joining LPL Financial in 2023. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 Services Advisors, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, she worked at Fulton Bank for nine years. Outside of her advisory role, she serves as Vice President of the Martic Township planning commission. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary 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.

Matthew Robb is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and previously worked at Fleetwood Bank before joining Thrivent in 2018. Outside of his advisory role, he serves as a seasonal Santa Claus impersonator and holds leadership positions on the boards of the Daniel Boone Optimist Club and the local Salvation Army advisory board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

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, holding Series 63 and Series 65 registrations. He has one year of industry experience and has previously worked at several firms including Caliber Auto Glass and Abra Auto Glass. In addition to his advisory role, he is involved in sales related to loan products and home security and automation referrals. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as some corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Sarah Darling is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and has experience with Aevidum Financial Services and HD Vest Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Caitlin Gouck is a financial advisor at Fidelity with 10 years of industry experience. She previously worked at The Vanguard Group, Inc. for six years before joining Fidelity. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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, concentrating on retirement planning and portfolio management for families focused on multi-generational wealth transfers. As a qualified Portfolio Manager, Matthew manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His expertise encompasses portfolio strategy, client relations, and wealth management strategies tailored to affluent families and business owners. Matthew holds the Series 7 and 66 FINRA registrations, along with a Life/Health Insurance license. He earned a Bachelor's Degree in Finance from Kutztown University and maintains the Personal Investment Advisor (PIA) professional designation. Throughout his career, he has dedicated himself to lifelong learning to better serve his clients. Residing in Sinking Spring with his wife Christy and their two children, Matthew enjoys spending time with his family, playing basketball, attending Penn State football games, and traveling to Florida.

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.

Zachary Romig is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill and Bank of America since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader financial platform, including trading, lending, and custody services.

Ian Miller is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Morgan Stanley Private Bank. Outside of his advisory role, he serves on the Investment Committee for the Diocese of Allentown. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and serves clients through both direct relationships and Corporate Financial Planning agreements.

Dianne Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Phillips serves on the finance committee of the Presbyterian Church of Catasauqua. 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 a combination of brokerage and advisory solutions.

Jonathan Conover is a financial advisor with Primerica Advisors in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and concurrently involved with Primerica Financial Services since 2012. In addition to advisory services, he is involved in sales of non-investment related 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 a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a curated third-party asset manager model with an exclusively percentage-based, tiered wrap fee structure.

Joanne Laessig is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at MassMutual Life Insurance, HighTower, UBS Financial Services, and Merrill. 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 provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Thomas Schreck is a financial advisor with Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques without providing individual security recommendations in its standalone planning program.