W Bradford White Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of Meadowlark Partners LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Duane Miller is a financial advisor with Edward Jones in Lancaster, PA, holding Series 63 and Series 66 credentials and having 14 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Horst is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Fulton Bank. Horst also operates Pathway Financial Group, where he provides client support and insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Wesley Weinstein is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes eight years at Wells Fargo Advisors and six years with Fulton Bank and Fulton Financial Advisors, where he currently also serves in a support role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through a variety of account types and access to outside managers.

Meghana Dixit is a financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning nine and five years respectively. Dixit holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Courtany Heckman is a financial advisor with Merrill in Wyomissing, PA, holding Series 66 and Series 63 designations and bringing 16 years of industry experience. Prior to joining Merrill in 2020, Heckman worked at M&T Securities and M&T Bank from 2001 through 2020. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with the broader Bank of America platform, including access to various financial products and services.

Amy Martin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Securian Financial, American Wealth Strategy Group, and The Prudential Insurance Company of America. Outside of her advisory work, she serves as Treasurer and Vice President of the Hempfield High School Softball Booster Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, with notable activities including serving as a commodity pool operator and advising multiple registered investment companies.

Donnamarie Riccio is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is a commissioned notary public in Reading, Pennsylvania. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment solutions supported by the firm’s research and planning tools.

George Audi is a financial advisor with Mass Mutual Investors Services in Sinking Spring, PA, holding Series 63 and Series 65 licenses and nearly 29 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1999. Outside of his advisory role, he is involved as a structured settlement broker serving personal injury attorneys and acts as an insurance agent for individual and group life and health policies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager offerings, educational seminars, and recently added event-driven planning services such as standalone Divorce Planning.

Ann Kavanaugh is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked for nine years at American Portfolios Financial Services, Inc. Kavanaugh is a partner at IValue Financial Planning, LLC, where she prepares tax returns, and also serves as a sole proprietor in the sales and service of fixed insurance and annuities. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that may include a broad mix of investment products and supports both discretionary and non-discretionary account management.

Karen Bausch is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016. Her prior experience includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Chere High Robles is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. since 1995, she has been involved with CHR Financial Advisory, Inc., which operates as a non-variable insurance business and serves as a DBA for her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by in-house and third-party research, and employs both discretionary and non-discretionary management strategies.

Drew Groft is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Shreckengast-Groft Group. He works closely with executives, small business owners, and families, providing advice and guidance tailored to their financial objectives. Drew's planning process aligns clients' investments with their life goals, employing risk management strategies designed to achieve their priorities. Drew joined Merrill in 2022 after earning a Bachelor's Degree in Economics and Business from Pennsylvania State University's Smeal College of Business. He holds the Personal Investment Advisor (PIA) designation. His areas of focus include Family Wealth Management Strategies, Legacy Planning, Sports & Entertainment, and Retirement Income. Outside of his professional role, Drew enjoys basketball, golfing, and hiking. He emphasizes a collaborative approach with clients, aiming to create personalized plans centered on individual aspirations and financial goals.

Jonathan Shank is a financial advisor with Raymond James Financial in Lancaster, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Citizens Bank NA for seven years and was involved with Just Press Play. He also assists clients and advisors in support roles at Fulton Bank and Fulton Financial Advisors. 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 through Wealth Advisory Services and institutional consulting supported by outside managers.

Michele Good is a financial advisor with Raymond James Financial in Lancaster, PA, holding a Series 66 credential and 18 years of industry experience. She has worked with Fulton Bank, Fulton Financial Corporation, and Raymond James Financial Services since 2008. Michele also serves as Vice President at Fulton Financial Advisors, where she supervises investment sales. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Gary Slater II is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2001. Outside of his advisory role, he serves on the Board of Directors for Donegal Trout Unlimited and works as a sales expert for BNB Knives, engaging with dealers and attending knife shows. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Megan Devine is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2017, following two years at Tompkins VIST Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brett Wartluft is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a power of attorney for his father. 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 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.

Kyle Relken is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to joining Fidelity, Kyle worked at Prudential from 2010 to 2020, where he held positions as a Financial Advisor and later as Manager of Training & Development. With over 16 years of experience in the financial services industry, Kyle focuses on partnering with clients to create personalized comprehensive financial plans and investment strategies. His approach emphasizes education and collaboration to support clients' financial goals for the present and future generations. Kyle holds a California Insurance License.

David Le Blanc is a Series 66-credentialed financial advisor with Morgan Stanley, based in Wyomissing, PA, and has seven years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Prior to his financial services career, he spent fourteen years at Bob Jones University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in assets and offers services through both direct client relationships and corporate financial planning agreements.