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.

Timothy Gay is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at National Planning Corporation for 24 years and has been associated with Christian W. Landis Agency, Inc. for over three decades. In addition to advisory services, he is involved in marketing long-term care insurance, disability insurance, and fixed annuities, as well as managing group health insurance through Christian Landis Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms, supported by advanced operational tools and a large network of advisors.

Katherine Wentling is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory work, she serves as a guest teacher in Lebanon County, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions supported by advanced research tools.

Everette Scrivner is a financial advisor with Mass Mutual Investors Services in Wyomissing, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. He also owns Widgeon Wealth Strategies LLC, which markets MassMutual and MML business products and services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Woodrow Mc Gill III is a financial advisor with LPL Financial in Reading, PA, holding a Series 66 designation and with 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2018. Mc Gill is also involved with Good Life Financial Advisors and Goodlife Insurance Associates outside of his LPL role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sarah Popovich is a Series 66-registered financial advisor with Edward Jones in Lititz, PA, with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, Sunglass Hut, Citizens Bank, Harrisburg Area Community College, and Southern New Hampshire University. 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 and investment solutions, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network along with affiliated capabilities including a trust company and proprietary mutual funds.

John Digiacomo is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Community Bank, LPL Financial Services, Santander Securities LLC, and Sovereign 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 options. 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.

Craig Lowrie is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Charles Hanna Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His work history includes roles at M&T Securities, Inc. and Fulton Financial Advisors. He is also involved with Fulton Financial Advisors in a support capacity. 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 uses analytical tools and risk profiling to tailor strategies and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Timothy Sheehan is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with INVEST Financial Corporation and Santander Securities LLC. In addition to his advisory role, he serves as a financial advisor with Members 1st Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment programs, including model portfolios and third-party asset management, supported by advisor tools but relies on advisor discretion for client investment decisions.

Judith Frantz is a financial advisor with LPL Financial in Akron, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Waddell & Reed, MSI Financial Services, and Avantax Advisory Services. She also has experience with various insurance carriers and was involved with the American Business Women Association's Women Excelling Chapter. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment products, supported by a large network of advisors and advanced operational tools.

Andrew Champagne is a financial advisor with Morgan Stanley in Wyomissing, Pennsylvania, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he serves on the Finance Committee of Integrate For Good, a nonprofit focused on children, youth, and individual rights, and is a board member of the Pottstown Rotary. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Jared Ruppert is a CFP® professional at Wells Fargo Clearing with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions, relying on research and analytics to evaluate investment options.

Timothy Rudy is a financial advisor with Ameriprise in Birdsboro, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining Ameriprise in 2020. Outside of Ameriprise, he manages an advisory business at Ashford Wealth Advisors, LLC. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Biers is a Certified Financial Planner (CFP®) and holds a Series 66 license with 11 years of experience in the financial industry. 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Christina Gaston is a financial advisor with LPL Financial, holding a CFP® designation and over seven years of industry experience. She has worked at multiple firms, including Spring Ridge Financial Group and Commonwealth Financial Network, before joining LPL Financial and Ephrata National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management services through a broad network of investment adviser representatives.

Brandon Shaub is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to his current role, he has worked at Aloha Financial and held positions outside the financial sector, including at Lowe's Home Improvement and The Tavern on Penn. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Harry Herb is a financial advisor with Morgan Stanley in Wyomissing, Pennsylvania, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, and he has prior experience with Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing and maintaining their financial plans.

James Gibson is a financial advisor with RBC Capital Markets in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Wells Fargo Clearing for 18 years before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a combination of in-house and third-party managers.