Steven Hofmann is a financial advisor with Osaic Wealth, Inc. in Reading, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at SagePoint Financial, Eagle Strategies, Grandview Financial Partners, and New York Life affiliates. Hofmann serves on the Endowment Committee of Hawk Mountain Council BSA and is a board member of the Hofmann Family Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large affiliated adviser network. The firm offers integrated brokerage, advisory services, financial planning, and utilizes firm-provided asset-allocation tools with access to multiple investment platforms and third-party managers.

Steve Reiter is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he spends time on life and long-term care insurance sales and owns a real estate holding company that manages his business office property. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs various portfolio construction tools and third-party platforms to provide investment solutions tailored to client needs.

Ramsey Rayan is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at PIMCO Investments LLC for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

John Massaro Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Wyomissing, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Gary Miller is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Vanguard Group and Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Darren March is a CFP® with 24 years of experience in financial advising, currently serving at Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2010 and co-manages March Lutz Wealth Management. March is also active in nonprofit work, serving as President of the Avenues Foundation and participating in the Schuylkill County Charity Bowl Basketball Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through various advisory programs and specialized services including municipal finance and SIMPLE IRA employer consulting.

Thomas Lutz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2016, he has also led March Lutz Wealth Management. Lutz is a part owner of a support company, SML Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large network of advisors and affiliated firms.

Megan O Brien is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017, alongside roles at Bank of America N.A. and Albright College. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Hamm is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at CODY Computer Services, Inc. and Gateway Ticketing Systems, Inc. Outside of his advisory work, he prepares income tax returns for immediate family members on a private basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Stefanie Feinstein is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. She has worked at Equitable Advisors since 2018 and previously at AXA Advisors and SKIGITAL LLC. Outside of finance, Feinstein is a part-time softball coach and adjunct professor at Immaculata University and also provides private softball instruction. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored and other third-party platforms to deliver advisory and brokerage solutions.

Adam Hartzell is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at PFG Advisors, LLC. He has been associated with LPL Financial and Diamond Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various investment strategies.

Sara Gdowik is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining in 2015, she has focused on providing goals-based wealth management and retirement planning services to individuals, families, and business owners. Sara works with clients to develop financial strategies tailored to their unique needs and regularly reviews progress and life changes to adjust plans accordingly. She also collaborates with businesses and HR professionals to design and manage 401(k) plans, offering fiduciary support and education. Sara holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Private Wealth Advisor® (CPWA®) designation, Certified Plan Fiduciary Advisor® (CPFA®) designation, and is a Bank of America Retirement Benefits Consultant. She earned a bachelor's degree in applied mathematics with a minor in economics from the University of Pittsburgh. Sara resides in Lancaster, PA with her family. She is involved with organizations including the American Cancer Society, Boys and Girls Club, and The March of Dimes, and maintains professional affiliations such as Prospectus Berco.

Brian Bubnis is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he was employed by Citigroup Global Markets beginning in 1993. Outside of his advisory role, he operates a sole proprietorship involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and proprietary planning tools, offering access to various investment strategies and broad financial services.

Giuseppe Monteleone is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 63 designation and has a background that includes multiple roles at PNC Investments from 2017 to the present, as well as experience at Symmetry Financial Group and Rivers Casino. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory.

Maggie Garman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley, Uhrig Construction, and other organizations. Outside of finance, she has experience connected to Pennsylvania State University and has worked in diverse sectors including media and salon services. 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 both brokerage and advisory solutions supported by research from its Investment Institute and third-party sources.

Adam Cronomiz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Sarah Werner is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 63 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and was previously with National Brokers of America from 2015 to 2018. 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 IPS-driven process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

Stephanie Serafin is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors, Inc. and Kalejta Financial Management. Outside of her advisory role, she is associated with Flagship Financial, a business involved in processing and facilitating trades and client documentation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Nathan Lee is a financial advisor at LPL Financial with 24 years of industry experience. He previously worked at Lincoln Financial Securities and Key Investment Services LLC. He serves on the board of the Boyertown Rod and Gun Club, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven approaches.