Nicholas Stabile is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Brita is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Osaic since 2018. Prior to that, he spent 25 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He is a partner at Quantum Financial Management, an LLC involved in securities sales, marketing, and investment advisory services. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset allocation tools and automated rebalancing to construct diversified portfolios, with accounts managed on discretionary or non-discretionary bases and supports various advisory platforms including third-party services such as Envestnet and SEI.

Erin Estes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. 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 provides both brokerage and advisory solutions.

Tiffany Volpe is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and H. Beck, Inc. from 2009 to 2021. She also operates an accounting and tax preparation 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of advisory strategies and financial activities.

David Green is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining Wells Fargo in 2017. Outside of his advisory role, he co-owns a farm business and serves as a junior high assistant football coach in the Wayne Highlands School District. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Champagne is a financial advisor with Morgan Stanley in Wyomissing, Pennsylvania, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he serves on the Finance Committee of Integrate For Good, a nonprofit focused on children, youth, and individual rights, and is a board member of the Pottstown Rotary. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Jared Ruppert is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2014 to 2016. He holds Series 63 and Series 65 licenses and is based in Wyomissing, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

John Rimm is a ChFC® credentialed advisor with 33 years of industry experience, currently affiliated with OSAIC since 2018. He previously worked for 25 years at Signator Investors, Inc. In addition to his advisory role, he is a senior partner at Quantum Financial Management and Fixed Insurance, LLC, involved in the sales and marketing of securities, investment advisory, and fixed annuity products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes for discretionary or non-discretionary management.

Brandon Shaub is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to his current role, he has worked at Aloha Financial and held positions outside the financial sector, including at Lowe's Home Improvement and The Tavern on Penn. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Emilio Morrone is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2005, bringing 28 years of industry experience. Prior to joining LPL, he spent seven years at Valley National Advisers Inc. He is also involved in tax preparation, accounting, and bookkeeping through his firm Emilio J. Morrone, LLC, and engages in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Harry Herb is a financial advisor with Morgan Stanley in Wyomissing, Pennsylvania, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, and he has prior experience with Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing and maintaining their financial plans.

Joseph Sanchez is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding a Series 63 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 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 from Wells Fargo Investment Institute.

Richard Hoffman is a financial advisor at LPL Financial with 57 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, LLC, Hoffman Financial Services, H. Beck, Inc., and Securities America Advisors, Inc. He is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Gabriel Micca is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Allentown, PA, where he has worked since 2017. He has nine years of industry experience, including prior work at MSI Financial Services Inc and Massachusetts Mutual Life Insurance Company. Before entering financial services, he was employed at Chrome Lounge and attended Penn State University. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software, with a focus on recommending investment categories and strategies rather than specific products.

Stanley Kiec III is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as a power of attorney for his spouse. 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 broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Richard Gerhart Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Kristy Kurek is a financial advisor at Wells Fargo Clearing with one year of industry experience and holds a Series 66 designation. She has been with Wells Fargo since 2012. Outside of her advisory role, she serves as a board member for the Salvation Army children’s services, supporting local foster and adoption efforts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm acts as an ERISA fiduciary and offers both non-discretionary and discretionary services, including a Plan Level Investment Selection 3(38) discretionary option.

Robert Klock is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Klock is involved in managing commercial real estate properties as a co-owner of KLOCK & PATTERSON LLC and owner of 227 WEST BROAD STREET, LLC. 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 planning without discretionary trading authority, focusing on financial planning topics that clients can integrate with managed-account programs under a consolidated billing system.

Solmaria Cruzado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she works as a delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of financial products supported by research and analytics.

Adrienne Dellinger is a financial advisor at Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 66 licenses with 12 years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Merrill from 2016 to 2019. Outside of her advisory role, she is the founder of The Island of Misfit Dogs, an animal-related nonprofit based in Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources.