Edward Sweeney is a financial advisor with LPL Financial in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Treeview Partners LLC, Waddell & Reed, Inc., Morgan Stanley, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and a broad range of non-advisory financial services.

Shayne Beecher is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 25 years of industry experience and has been with RBC Capital Markets since 2008. Prior to this, he has also worked at City National Bank since 2017. Outside of his advisory role, Beecher serves as president of the board for the Manheim Township Football Association, a nonprofit booster club, and volunteers to teach financial and business literacy to college football student athletes at Pennsylvania State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated financial planning, brokerage, and portfolio management services.

Scott Carr is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Avantax Advisory Services, and Cadaret, Grant & Co. He also works as an insurance agent, selling term life insurance, whole life insurance, and fixed annuities. 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 financial planning, portfolio management, and institutional platforms, combining advisory services with a broad range of related financial products and partnerships.

William Adote III is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase and Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to client risk profiles.

Jacqueline Pulford is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and also has worked at Wells Fargo Bank, NA since 2014. Outside of her financial advising role, she assists with her spouse’s plumbing and drain inspection business as a check signer and is involved with Take Heart Counseling and Equine Assisted Therapy as barn staff. 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.

Gary Shumate Jr. is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Saxony Capital Management, Saxony Securities, Morgan Stanley, and HSBC Securities (USA) Inc. Outside of his advisory role, he owns several LLCs related to real estate activities. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supported by discretionary and advisor-managed strategies as well as third-party managers.

John Jolls is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 63 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Stacy Pfizenmayer is a CFP® with 30 years of industry experience, currently serving at OSAIC since 2024. She previously worked at American Portfolios Financial Services, Inc. for 11 years and Vanguard Advisers for 13 years. Outside of her advisory role, she is a partner in iValue Financial Planning, where she focuses on insurance and tax services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services delivered through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options.

Christian Boutsikaris is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 2009. Boutsikaris serves as a board member of the Kutztown University Personal Financial Planning Advisory Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Gary Noecker Sr. is a financial advisor with LPL Financial in Wyomissing, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 1995. He also operates a business entity called Berkshire Investment Group for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jane Sholder is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm integrates research and analytics to support diversified investment approaches and offers a broad range of brokerage and advisory solutions.

Lori Hagy is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she serves on the Finance and Investment Committee of the Denver Fire Company in Illinois. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both individual and employer-sponsored financial planning services.

Theodore Carol is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial since 2009. Additionally, he has worked with Fulton Bank and Fulton Financial Advisors, where he is also involved in the sales of investment products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across an extensive advisor network.

Raymond Mccarty III is a financial advisor with Wells Fargo Clearing in Lancaster, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held a position at Wachovia Bank, N.A. since 2002. Outside of his advisory role, he is a 25% owner of Lowball, LLC, a hunting property, serves as a board member for the Columbia Heritage River Cottage Association, and coaches volleyball for the Columbia Boro School District. 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 advisors, offering both brokerage and advisory solutions grounded in research, diversification principles, and modern portfolio theory.

Kevin Hoogenboom is a financial advisor with Wells Fargo Clearing in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously was employed by Clark Construction Group, LLC from 2014 to 2017. Outside of his advisory role, he serves as a consultant for Yale University School of Nursing. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Lorrie Hillard is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Ephrata National Bank, Truist Advisory Services, and Cetera Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alicia Pittman is a financial advisor at Osaic with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Atrium Health, Geisinger Health, and Sorenson Video Relay Service. Outside of her primary role, she serves as secretary for the Reamstown Memorial Park Association and owns Pittman Tax Co LLC, a tax preparation business. Osaic Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by a complex affiliate network and private-equity ownership.

Andrea Bacon is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Brubaker Connaughton Goss & Lucarelli and the Solanco School District. Outside of her advisory role, Bacon has provided private math tutoring on a sporadic basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Stephen Musser is a financial advisor at Cetera with 15 years of industry experience and a Series 66 credential. He has worked at Cetera and its affiliates since 2025 and previously spent 14 years at Concourse Financial Group Securities Inc. Outside of his advisory role, Musser is the owner and CPA of Covenant CPA LLC, serves on the boards of a nonprofit preschool and a local police support group, and is involved in a food business. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures and custodians.

Frederick Waller is a CFP®-credentialed financial advisor with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services, LLC since 2025. Outside of his advisory role, he serves as treasurer on the board of Bright Side Opportunities Center, a nonprofit focused on youth and health wellness. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs, discretionary and non-discretionary management, and access to third-party money managers.