Eric Gradwohl is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a large institutional firm serving a broad client base with comprehensive financial services and investment solutions.

Kathryn Martin is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and bringing five years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual, as well as an eight-year tenure at Merrill Lynch. She serves as president of LeTip of Mechanicsburg, a local networking group. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to support financial planning.

Mary Mai is a financial advisor with Wells Fargo Clearing in Bethlehem, PA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank and Wells Fargo Advisors. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brett Werkheiser is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked concurrently with Primerica Advisors since 2019 and Primerica Financial Services since 2018, alongside roles at Lehigh Valley Health Network and Coordinated Health. His other business activities include the sale of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional plan management.

Minnie Maurer is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a 17-year tenure at Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning process.

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.

Morgan Mc Neely is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Deloitte & Touche LLP. Outside of his advisory role, he assists financial advisors at Evans Wealth Strategies in Emmaus, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and emphasizes technology and compliance in its operations.

John Lentz II is a financial advisor at Ameriprise with 49 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliates since 1985. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Steven Himmelreich is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His work history includes roles at Blue Mountain Financial Group, PFS Investments, Inc., Primerica Financial Services, and Carpenter Technology. He is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Vincent Saraceno is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Saraceno is based in Kutztown, PA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a wide range of topics without discretionary portfolio management.

Daniel Van Matre is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he provides leadership, strategy, and guidance to an accomplished clientele, helping them grow and steward their wealth more effectively. He collaborates closely with Merrill’s capital market groups to identify and evaluate wealth management strategies tailored to clients’ needs, preferences, risk tolerance, and time horizons. Daniel incorporates a tax-sensitive framework and integrates investment insights within clients’ broader wealth frameworks, considering wealth-transfer objectives, philanthropic interests, and long-term strategy. He is also knowledgeable in alternative investments, including private equity, venture capital, hedge funds, and real estate offerings. Daniel holds a Bachelor's degree and a Master's degree from Brigham Young University. He earned the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst® (CAIA®) designation. He is a member of the Salt Lake City CFA® Society. Outside of work, Daniel enjoys outdoor activities and is an avid skier. He has lived in Norway and speaks Norwegian, enhancing his appreciation of Northern European culture. He competes at an elite level in cycling and has represented the United States multiple times in the Cross-country Marathon Mountain Biking World Championships. He also enjoys spending time with his wife, Sarah, and their daughter.

Gary Davidowich is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo entities since 2014, including Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. 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 modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Shauneil Doyley is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. He has seven years of industry experience, all with Wells Fargo, including a tenure at Wells Fargo Bank, N.A. in Allentown, Pennsylvania. 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.

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.

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.

Zachary Romig is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Miller is a financial advisor at Ameriprise with 21 years of industry experience. She holds the ChFC® and Series 66 designations and previously worked at Edward Jones for eight years before joining Ameriprise. Outside of her advisory role, she runs the Broad St. Business Club, a Facebook group for women business owners. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, using a centralized consulting team to deliver written, model-driven recommendations that incorporate tax efficiency and income strategies.

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, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Phillips 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.