Alexandra Litrenta is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill's Wyomissing office in 2014, initially working as a Client Associate before advancing to her current role as a senior financial advisor with The Kennedy Group. Alexandra focuses on a goals-based approach to wealth management, assisting clients in areas including liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Alexandra earned a Bachelor's Degree in Psychology from LaSalle University in 2012. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alexandra’s background also includes collegiate athletics, having competed at the Division I level as a member of LaSalle’s Women's Volleyball Team. She resides in Wyomissing, Pennsylvania, with her husband. Alexandra has been active in the local community and served as the Head Women's Volleyball Coach at Albright College in Reading, Pennsylvania, for ten years. Her personal interests include antiquing, cooking, spending time with her family, and volleyball.

Claudia Wert is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Wyomissing, PA, and has eight years of industry experience. She has held positions within Wells Fargo Advisors and Wells Fargo Clearing since 2013. Outside of her advisory role, she serves as treasurer for Juventutem Lehigh Valley, a nonprofit organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Jesse Thomas is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is the sole member of Foundation Planning Group, LLC, which owns the building where his office is located. 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 third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

William Stewart IV is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at Janney Montgomery Scott and Janney Montgomery Scott LLC. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Benjamin Laffredo is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes nearly a decade at The Vanguard Group, Inc., as well as roles in both the beverage and food service industries. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions, including tax-efficient services and proprietary funds, supported by a large nationwide network of advisors and branch offices.

John Castner is a financial advisor at Edward Jones in Phoenixville, PA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions through a nationwide network of over 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Bryant Ferris is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as an elected member of the Pequea Valley School Board in Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Todd Newman is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Joseph Plageman is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a trustee for the Pennsylvania Universalist Convention. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Douglas Kaufman is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Securities America Advisors, Inc., Investacorp Inc., and operating Kaufman Financial, where he has also been involved in tax preparation and insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to various managed account platforms. The firm uses advanced portfolio construction tools and supports multiple advisory platforms, including third-party managers and wrap programs.

Tyler Reppert is a financial advisor with Cambridge Investment Research Advisors in Reading, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge and its affiliates since 2013 and previously worked at Stifel Nicolaus & Co. Inc. He is also the owner of TZ Collectibles, a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a large network of independent Financial Professionals. The firm offers a range of investment implementation options, proprietary and third-party strategies, and institutional features such as advisor transition support and compliance controls.

Jennifer Mc Donough is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

W Bradford White Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of Meadowlark Partners LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Geraldine Wardle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, she is involved in sales of investment-related products and also participates in referrals for 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 discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

David Messina is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group beginning in 2019, as well as positions at Charles Schwab and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Morgan Wilson is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2021. Outside of his advisory role, Wilson is involved with DeLucia Baseball Academy. LPL Financial is a national investment adviser and broker-dealer that serves individual and institutional clients, offering a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

Courtany Heckman is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at M&T Securities and M&T Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Donnamarie Riccio is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is a commissioned notary public in Reading, Pennsylvania. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment solutions supported by the firm’s research and planning tools.

Gregory Bowden is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Wells Fargo Advisors since 2017. Prior to this, he spent eight years at UBS Financial Services Inc. He is also the owner of Provident Wealth Management, LLC, an independent practice based in Collegeville, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.

Brett Conway is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, he held positions at Penn State University, Tommy Bahama, and Spring-Ford Country Club. 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, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.