Kevin Cavanna is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2017. He operates under multiple DBAs for his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services that include discretionary and non-discretionary management, model portfolios, and support from both internal and third-party research.

David Boyer is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Cheryl Batdorf is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has 10 years of industry experience and serves clients from Lebanon, PA. Outside of her advisory role, Cheryl is an adjunct instructor at Harrisburg Area Community College, teaching a Human Resource Management course. 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, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Timothy Mogford is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and previously worked at First Allied Advisory Services and First Allied Securities. Prior to his advisory career, he spent ten years with the Schuylkill Valley School District. Outside of his advisory role, Mogford is employed by Stone Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform, supporting various investment strategies and program structures.

Gerald Mccready is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at multiple firms including Fulton Financial Advisors, Specific Solutions, and Raymond James Financial Services Advisors Inc. He is also the owner of GJM Wealth Management LLC, a business entity established for tax and investment purposes. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management options supported by research and model portfolios.

Eric Graupensperger is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at MML Investors Services since 2018 and previously held positions at Lombard Securities and IFS Securities. He is also licensed as a life and health insurance agent. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning services such as estate-settlement and divorce planning.

Stacy Mensch is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she operates a small business making and selling handcrafted jewelry on Etsy. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment programs supported by structured planning tools.

Kevin Miller is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial in Wyomissing, PA. He has been with LPL Financial since 2014. Outside of his advisory role, Miller is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs incorporating discretionary and non-discretionary management, model portfolios, and research support.

Erik Montalvo is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and M&T Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary portfolios and features a centralized operational structure that supports a high client coverage ratio per advisor.

Cheryl Hartman is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 65 designations and 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 with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates as part of its financial planning process.

Philip Boyer is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns and manages a rental property in Baltimore, MD. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services, including corporate financial planning agreements.

Emanuel Ludwig is a financial advisor with RBC Capital Markets in Lancaster, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2009 and is also affiliated with City National Bank since 2020. 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 that incorporate both in-house and third-party managers, along with integrated capital markets capabilities.

William Waters is a CFP® professional with 34 years of industry experience, currently serving at LPL Financial since 2018. He previously worked at INVEST Financial Corporation and has been involved in tax preparation and accounting services through his role as president of MMW, Inc. since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by both in-house and third-party research and portfolio management strategies.

Letizia Centini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at M&T Securities, Inc., Allfirst Brokerage Corporation, and FMB Bank T/A The First National Bank Of. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management services supported by in-house and third-party research.

Anthony Kidron is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory role, Kidron has an entrepreneurial venture under the DBA Surgeons Capital Management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Joshua Donaldson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His prior roles have all been within the Wells Fargo organization. Outside of his advisory work, he serves on the finance committee at Crossway Church in Millersville, PA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Affigne Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank, as well as ownership of a steakhouse and lobster restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Mueller is a CFP® professional with 13 years of industry experience, currently advising clients at LPL Financial since 2020. His prior roles include positions at Commonwealth Financial Network and Spring Ridge Financial Group, as well as an earlier career at PricewaterhouseCoopers LLP. Mueller is also involved in a tax preparation service under CM Tax Consultants LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations 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 supported by model portfolios and research from both internal and third-party sources.

Jack Beasley is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his financial services career, he was employed by the Cornwall-Lebanon School District and West Chester University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Jennifer Guthier is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery and firm-approved planning tools.