Matthew Balasavage is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services incorporating structured discovery conversations and firm-approved tools.

Gary Snavely is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Amy Tone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its private bank since 2022, following a 12-year tenure at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Anthony Sivillo is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2021, alongside a tenure at M&T Securities starting in 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Kirstie Primus is a financial advisor at Cetera with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Citadel Federal Credit Union and CUSO Financial Services. She is based in Lancaster, PA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to various investment models and third-party managers.

Michael Billera Smith is a financial advisor with Raymond James Financial in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Fulton Bank and Raymond James Financial Services since 2017 and previously held roles at Santander Bank, Advocare, and the Big Vision Foundation. Smith serves on the board of the Oley Valley Community Education Foundation, where he is involved in finance, development, and governance committees. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, offering both customized investment solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Alisher Aminov is a Series 66 licensed financial advisor with Edward Jones in Lebanon, PA, with one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Eastern University, Grand Canyon University, and Silk Road Consulting, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alexandra Litrenta is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill's Wyomissing office in 2014, initially working as a Client Associate before advancing to her current role as a senior financial advisor with The Kennedy Group. Alexandra focuses on a goals-based approach to wealth management, assisting clients in areas including liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Alexandra earned a Bachelor's Degree in Psychology from LaSalle University in 2012. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alexandra’s background also includes collegiate athletics, having competed at the Division I level as a member of LaSalle’s Women's Volleyball Team. She resides in Wyomissing, Pennsylvania, with her husband. Alexandra has been active in the local community and served as the Head Women's Volleyball Coach at Albright College in Reading, Pennsylvania, for ten years. Her personal interests include antiquing, cooking, spending time with her family, and volleyball.

Claudia Wert is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Wyomissing, PA, and has eight years of industry experience. She has held positions within Wells Fargo Advisors and Wells Fargo Clearing since 2013. Outside of her advisory role, she serves as treasurer for Juventutem Lehigh Valley, a nonprofit organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Austin Horvath is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022, previously employed at Bankers Life & Casualty, Inc. in 2021. 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 adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Tina Papapavlos is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been affiliated with PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Outside of her advisory role, she participates in the American Business Women's Association. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on percentage-based tiered fees and ongoing oversight of its investment models.

Halle Ginter is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 65 and Series 63 credentials. Prior to joining Ameriprise, she worked at Truist Investment Services, INC. and First Command Advisory Services, INC. Outside of financial advising, Ginter provides pet-sitting services in the Columbus, GA area. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Fox is a financial advisor with Ameriprise in Myerstown, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business through LJS Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kristine Weit is a financial advisor with Equitable Advisors in Lititz, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, PTS Brokerage, Penn Investment Advisors, and Penn Community Bank. Outside of her advisory work, she volunteers as a youth field hockey coach for Warwick School District. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through sponsored programs and third-party managers to deliver advisory and brokerage solutions.

David Zoll is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Carrier Global Corporation and operated his own business, Zoll & Company, for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jason Weyforth is a financial advisor with Charles Schwab in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Outside of his advisory work, he serves as a basketball referee for various youth basketball organizations. Charles Schwab & Co., Inc. serves primarily 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 relationships with access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset model portfolio approach.

Jesse Thomas is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is the sole member of Foundation Planning Group, LLC, which owns the building where his office is located. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Lucas Kauffman is a Series 66-licensed financial advisor with Ameriprise in Lancaster, PA, and has 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he owns LJS Group LLC, a consulting and business management entity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and algorithmic tools to deliver customized, tax-smart income strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Philip Harnick is a financial advisor at Edward Jones in Manheim, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Collier Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory role, he is a partner in Teacher Benefit Strategies, LLC, which handles marketing and payroll support for investment professionals. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm employs multiple asset-allocation tools and portfolio construction methods that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.