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Matthew L

Series 66

Wyomissing, PA

Merrill

Matthew Langdon is a Senior Financial Advisor at Merrill Lynch Wealth Management and a senior partner in the Weeber/Langdon Team. He brings 18 years of experience in the financial services industry, having joined Merrill Lynch in 2008. In his role, he focuses on business development, primarily acquiring new client relationships and directly shaping and implementing new strategies. Matt services high net worth individuals, families, and businesses, providing expertise in areas including corporate benefits, divorce transition planning, family wealth management strategies, retirement income, philanthropic planning, and portfolio management services. He holds series 7 and 66 FINRA registrations, life and health insurance licenses, and professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). He earned his bachelor's degree in accounting from Pennsylvania State University. Matt resides in Berks County, Pennsylvania with his wife Renee and their four children. He enjoys spending time with his family, boating, offshore fishing, and is involved in community activities such as volunteering with youth sports and serving on boards including Berks Catholic High School and John Paul II Board of Directors. He is also a PIAA wrestling official and a member of the United Way Investment Committee.

General retirement planning Retirement income strategy Wealth management Charitable giving & philanthropy Family Business Parents Mid-Career Professionals
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Brad B

CFP®, Series 63, Series 66

Phoenixville, PA

Cetera

Brad Bryan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera in Phoenixville, PA. His prior experience includes roles at Charles Schwab, TD Ameritrade, and The Vanguard Group. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David W

ChFC®, Series 63

Birdsboro, PA

LPL Financial

David Weld is a financial advisor with LPL Financial in Birdsboro, PA, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Outside of his advisory work, he serves as Council Commissioner and Vice President of council operations for Scouting America, managing programs for youth participation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and model portfolios, supported by technology tools for advisors while maintaining discretionary control over client investment decisions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer B

Series 63, Series 65

Wyomissing, PA

Wells Fargo Clearing

Jennifer Bilodeau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Kenan Y

Series 63, Series 65, Series 66

Wyomissing, PA

Wells Fargo Clearing

Kenan Yamaner is a securities professional at Wells Fargo Clearing with Series 63, 65, and 66 licenses and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 supported by research and analytics.

Retired Founder/Business Owner
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Matthew K

Series 66

Sanatoga, PA

Cetera

Matthew Kitchie is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and previously worked at Voya Financial Advisors, Inc. and Lehigh University. Outside of his advisory role, he operates as an independent insurance agent focused on fixed insurance products and markets financial services and fixed life insurance through his own firm, Flagship Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with investment options including model portfolios, third-party managers, and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cullin M

Series 66

Wyomissing, PA

Wells Fargo Clearing

Cullin Mcgrath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. He previously worked at Santander Bank, N.A. for 11 years. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Joseph P

CFP®, Series 63

Reading, PA

Ameriprise

Joseph Pancerella is a financial advisor with Ameriprise in Reading, PA, holding CFP® and Series 63 designations and bringing 22 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Next Financial Group, Inc. for 13 years and operated Pancerella & Associates for 16 years. He also manages a CPA firm, Pancerella & Associates LLC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert S

CFP®, Series 66

West Lawn, PA

Raymond James Financial

Robert Stoudt II is a CFP® with 22 years of experience in financial advising, currently with Raymond James Financial. He owns and operates Stoudt Distributors Inc. and Stoudt Capital Management, Inc. He has been involved in rental real estate ownership and management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dean F

ChFC®, Series 63, Series 65

Wyomissing, PA

Cetera

Dean Fox is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has previously worked with firms including Voya Financial Advisors, Park Ave Securities, Guardian, and Crump Life Insurance. Outside of his advisory role, Fox is involved in nonprofit activities as the founder and president of the Frank Fox Scholarship and serves as a board member for Pope John Paul II High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Noah B

Series 63, Series 65

Reading, PA

LPL Financial

Noah Brooks is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2013, following eight years at Wells Fargo Clearing and twelve years running Good Life Advisors, LLC. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and financial planning services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while maintaining a diverse platform that includes insurance and banking partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Janna L

Series 66

Red Hill, PA

Edward Jones

Janna Lutz is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Outside of finance, she has worked with CHI St. Alexius Health Williston and The Williston Area Chamber of Commerce. 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 managed solutions, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Inheritance planning Retired Founder/Business Owner Executive Women Professionals
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Mary Elizabeth S

Series 66

Shillington, PA

Cetera

Mary Elizabeth Stone is a financial professional with Cetera who holds a Series 66 designation and has five years of industry experience. She previously worked at First Allied Securities and operates her own financial services businesses, including Stone Financial and Union Advantage Financial. Outside of advisory work, she provides tax preparation services and notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mary C

Series 63, Series 66

Wyomissing, PA

Morgan Stanley

Mary Carr is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in retail and online sales through her work with Norwex. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisors.

General estate planning guidance
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Jeffrey D

Series 63, Series 66

Wyomissing, PA

Wells Fargo Clearing

Jeffrey Dresely is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Fulton Financial Services, Raymond James Financial Services, and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Retired Founder/Business Owner
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Jess Y

Series 63, Series 66

Reading, PA

LPL Financial

Jess Yourkavitch is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera, Riverview Bank, and BB&T Investment Services. Jess operates under the DBA AEM Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a variety of advisory and brokerage services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Raymond B

ChFC®, Series 63

Wyomissing, PA

OSAIC

Raymond Butterworth is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has a background that includes roles at Investment Advisors Asset Management, LLC and Butterworth Financial Group. Outside of his advisory work, he operates the Law Offices of Raymond Butterworth, where he provides estate planning and tax preparation services, and serves as a board member for the Bent Creek Homeowners Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary management, third-party managers, and a variety of portfolio programs tailored to individual and institutional needs.

Annuities Private / alternative investments
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April H

Series 63, Series 65

Royersford, PA

LPL Financial

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 22 years of industry experience. She previously worked at Securities America, Park Avenue Securities, and Guardian Life Insurance, among other firms. Liedike is also a partner at Proactive Tax Strategies, LLP, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of strategies and technology tools to support its extensive network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey K

Series 63, Series 65

Wyomissing, PA

Cambridge Investment Research Advisors

Jeffrey Kelly is a financial advisor with Cambridge Investment Research Advisors in Wyomissing, PA, holding the Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research since 2012 and previously at American Portfolios Advisors for seven years. Outside of his advisory role, he is the president of a dumpster rental franchise, Dumpster Dudez of Lehigh Valley. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm operates through thousands of financial professionals and offers access to multiple platforms, third-party advisors, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Gregg H

Series 63, Series 65

Palm, PA

LPL Financial

Gregg Hoffman is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. Beck, Inc., Securities America Advisors, Inc., and Grove Point Investments, LLC. Outside of his advisory role, he is an active musician playing the trombone with the Red Hill Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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