Jonathan Gumpper is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisors, Salad Works, and DoubleTree By Hilton. In addition to his advisory role, he serves as administrator or executor of several family trusts and estates. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Alanna Campbell is a Series 66-licensed financial advisor with LPL Financial, based in Wyomissing, PA, with one year of industry experience. Prior to joining LPL Financial, she held roles at Diamond Credit Union, Ciocca Ford of Quakertown, Dana Corporation, and Our Place Restaurant. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Hyde is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Investment Advisors Asset Management, LLC for 13 years and Royal Alliance Associates for 19 years. Hyde also operates Hyde Tax Service, a tax preparation business he has managed for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Alex Bardales is a financial advisor with Thrivent Investment Management in Lititz, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Thrivent Financial, Equity Services Inc, National Life Group, Eagle Strategies (NY Life), and New York Life insurance company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and broad planning topics without including implementation. The firm offers an integrated option combining planning with managed accounts, while maintaining separate services and not serving institutional portfolio management or adviser selection mandates.

Brandi Eager is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the board of a local dog park association, focusing on fundraising activities. 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 tailored investment programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Kendra Klahr is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. Her prior experience includes roles at Santander Securities, Santander Bank, and PNC Investment Services. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Jonathan Heller is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and has worked at City National Bank since 2017, in addition to his ongoing role at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing in-house and third-party investment managers, and provides comprehensive portfolio management, financial planning, custody, and brokerage services.

Michael Malcolm is a CFP® with 26 years of industry experience, currently affiliated with Cetera. He has held roles with multiple related entities including LMS Tax and Accounting LLC, LMS Advisors LLC, Ridgeview Advisers LLC, and M2T LLC. His background includes tax, accounting, and wealth management services in addition to financial advising. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing assets exceeding $256 billion.

Gail Ford is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include work with Waddell & Reed, various insurance carriers, and operating a business under H&R Block. She has also been involved with Pine Grove Wesleyan Church for 27 years. Outside of her advisory role, she maintains employment as an enrolled agent with H&R Block. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Kusmierz is a financial advisor with Merrill in Wyomissing, PA, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America since 2017. Prior to his financial career, he worked at Tocolo Cantina for one year and served at Hofstra University for three years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s broader platform, enabling access to a wide variety of investment products and services.

Eric Landis is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He previously worked at National Planning Corporation for 20 years before joining LPL Financial in 2017. Landis is also co-owner of an insurance agency and has experience as an insurance agent. 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 advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to various model portfolios and research resources.

Minh Au is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he is a licensed real estate agent working as an independent contractor assisting clients with buying and selling properties. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Minnich is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2005. With over 20 years of experience in financial services, John adopts a comprehensive, goal-based approach to wealth management. His services encompass investment management, lending, insurance strategies, education planning, retirement income, and legacy planning. In addition to client relationship management, he also contributes to business development efforts within his team. Throughout his career, John has been recognized by various industry publications for his accomplishments. He has been named to Barron's Top 1,200 Financial Advisors for multiple consecutive years, Forbes 'Best-in-State Wealth Advisors,' and On Wall Street's Top 40 Advisors Under 40, among other accolades. He began his financial services career in 2003 and has consistently focused on providing clients access to opportunities that extend beyond day-to-day portfolio management. John earned a Bachelor's degree in Finance and Accounting from Kutztown University in Pennsylvania. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). John resides in Sinking Spring, Pennsylvania, where he enjoys playing golf and basketball and spending time with his two daughters. He is also involved with the Wilson School District and supports the Shriners Children's Hospital.

Trent Crider is a financial advisor at Morgan Stanley in Lancaster, PA, holding a Series 66 credential with five years of industry experience. Prior to joining Morgan Stanley, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner in Eminent Fitness 87, a wholesale distribution business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and model-based planning tools.

Anthony Essis is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Essis serves on the boards of CPN Breakthrough, Greystone Manor Therapeutic Riding Center, and Lancaster Catholic High School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining proprietary research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lee Shaffer II is a financial advisor with OSAIC based in Denver, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 31 years at Signator Investors, Inc. and eight years at Royal Alliance Associates, Inc. Outside of his advisory roles, he serves as an elder at a local church, participating in its ministry activities. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios across multiple investment types on discretionary and non-discretionary bases.

Valerie Mc Cord is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2023. Prior to this, she was employed at Fulton Bank beginning in 2009. Valerie is also an associate financial advisor with Fulton Financial Advisors, where she dedicates significant time to supporting client financial planning activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies through asset allocation and firm research, often supporting clients in an advisory and implementation role rather than discretionary management.

Michael Listmeier is a financial advisor with LPL Financial in Wyomissing, PA, holding a Series 66 designation and with 10 years of industry experience. He has previously worked with Waddell & Reed Inc and various insurance carriers and was affiliated with the Thorndale Downingtown Regional Chamber of Commerce for two years. He is involved with Skyline Wealth Advisors LLC, a DBA for his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Troy Shreckengast is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1996, Troy has been dedicated to helping high-net-worth clients simplify their financial lives by focusing on their unique goals and concerns. He employs a goals-based wealth management process supported by global resources and current technology to assist clients in pursuing financial lifestyles that are meaningful to them. With experience dating back to 1993 in the financial services industry, Troy specializes in areas including estate planning services, investments, tax minimization strategies, wealth transfer, retirement income, and philanthropy. He prioritizes client service founded on the principles of integrity, reliability, and commitment, developing customized strategies tailored to clients’ personal circumstances and priorities. His approach integrates his expertise with the capabilities of a global leader to deliver client recommendations aimed at optimizing resources and achieving financial objectives. Troy holds a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from Messiah College. Outside of his professional work, he enjoys fishing, football, hiking, music, running, and spending time with his family.

Benjamin Lamanna is a financial advisor with LPL Financial based in Wyomissing, PA. He holds a Series 66 credential and has 12 years of industry experience, including seven years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning services, and access to model portfolios and research, supporting both discretionary and non-discretionary management approaches.