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. He holds Series 63 and Series 65 licenses and has one year of experience in the financial services industry. Prior to his current role, he worked in the auto glass and automotive sectors. In addition to advisory services, he is involved in sales of investment-related products and receives compensation for referrals related to mortgage and home security services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers an overlay manager and custody support through BNY Mellon Advisors and Pershing.

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.

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, focusing on retirement planning and portfolio management for families engaged in multi-generational wealth transfers. Matt is a qualified Portfolio Manager who manages personalized and defined investment strategies on a discretionary basis, incorporating individual securities, Merrill model portfolios, and third-party investment options. His areas of expertise include portfolio strategy, client relations, and wealth management for affluent families and business owners. Matt holds the Series 7 and 66 FINRA registrations, Life/Health Insurance licensure, and the Personal Investment Advisor designation. He earned his Bachelor's Degree in Finance from Kutztown University. His professional efforts concentrate on managing his team's business model and development initiatives. Residing in Sinking Spring, Matt lives with his wife Christy and their two children. Outside of his professional responsibilities, he enjoys playing basketball, attending Penn State football games, listening to music, traveling to Florida, and spending time with his family.

Bryan Wise is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Financial Services and in education with the Coatesville Area School District. Outside of finance, he has worked as a substitute teacher for local K-12 schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for Dedicated Planning Service engagements.

David Deleon is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked with LPL Financial since 2019 and previously held roles at Diamond Credit Union, Primerica, Pennsylvania State University, Target Corporation, and Adam Art. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Ian Miller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2017 to 2023. Outside of his advisory role, he serves on the Investment Committee for the Diocese of Allentown. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dianne Phillips is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. In addition to her advisory role, she 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 utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

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 Series 66 licensed financial advisor with 19 years of industry experience, currently with LPL Financial. Her prior experience includes roles at MassMutual Life Insurance Co, HighTower Securities LLC, UBS Financial Services Inc., Merrill Lynch, and Morgan Stanley, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, utilizing both model portfolios and customized strategies, and supports its advisors with advanced operational and research tools.

Joseph Staley is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2018, he had roles at AXA Advisors and various companies including Execupharm Inc and ExecuPower LLC. Outside of his advisory role, Staley serves as an assistant wrestling coach at W.T. Woodson High School. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and does not sponsor its own wrap fee program, focusing on integrating proprietary and third-party solutions.

Anthony Russo is a CFP® professional with 22 years of industry experience, currently serving at Cetera. His prior experience includes roles at Avantax Advisory Services, HD Vest Insurance Agency Inc, and operating his own CPA practice focused on tax preparation. In addition to financial advising, he prepares and signs individual income tax returns, meeting with clients to address tax questions and advising on federal withholding. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program options.

Thomas Schreck is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley since 2010, and Janney Montgomery Scott from 2006 to 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment committee estimates in its financial planning process.

Bert Cramer is the sole advisor at Bert Riddell Cramer, Investment Adviser, with 2 years of industry experience. He has operated his independent investment advisory firm since 1994 and also maintains a part-time law practice focusing on estate, elder law, and tax preparation. Additionally, he serves as the individual co-trustee of a testamentary charitable remainder annuity trust since 2002. Bert Riddell Cramer, Investment Adviser serves individual clients with portfolio and investment management services as an independent, single-advisor firm managing approximately $11.5 million across 16 client relationships. The firm emphasizes fully disclosed investment management arrangements, client-selected custodial agents, and employs specific cybersecurity measures to protect client data.