Brianna Garber is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has worked at Cetera and affiliated firms since 2024. Brianna is also involved in client services roles at Stone Financial and Union Advantage Financial. 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 large network of independent advisors, utilizing a range of program structures and third-party money managers.

David Shaffer is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Temple University and Cairn University. Shaffer serves as a deacon and treasurer for Christ Alone Fellowship, a 501(c)(3) organization, and is a board member of The Cypher Spot, where he contributes to nonprofit financial planning and oversight. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment process is model-based and emphasizes asset allocation, portfolio optimization, and risk management, supported by a broad platform of managed account options and third-party investment strategies.

Craig Hornberger is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Cetera, Orrstown Financial Advisors, and other firms. Outside of his advisory roles, he has been involved with Hornberger Golf Investments, LLC. 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 and financial planning services supported by structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Evan Perets is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is associated with a hospitality business called TEN K GROUP. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities, providing investment advisory and brokerage services through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning, insurance product facilitation, and affiliated trust and lending services.

Michael Valudes is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise from 2013 to 2016. Outside his advisory role, he is involved in Waterfront Financial, a business related to his LPL practice. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

James Davis II is a CFP® certificant with over 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services in various capacities since 2005. Outside of advisory work, he is involved in assisting LJS Group LLC with fiduciary advice focused on financial planning for Baby Boomers and owns an LLC that operates an office building housing his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Angela Barket is a financial advisor with Cambridge Investment Research Advisors in Lebanon, PA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research since 1999. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platforms.

Anthony Martin is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable emphasis on access to third-party asset managers and affiliated insurance and trust services.

Christopher Ruffino is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has held prior roles at firms including Fulton Bank, Copper Beech Financial Group, Edward Jones, Legg Mason, and BNY Mellon Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes, and supports municipal and public finance work through its affiliation with a municipal advisor.

Paul Stetter Jr. is a financial advisor with Raymond James Financial in Ephrata, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Fulton Financial Advisors since 2019 and has been with Raymond James Financial since 2009. Outside of his advisory work, he is involved with a small family-run lawn care business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions, offering financial planning, investment consulting, and advisory services. The firm employs risk profiling and analytical tools to provide tailored, non-discretionary investment consulting and supports a broad advisor network along with institutional consulting and portfolio management.

Kevin Erb is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 35 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017 and the Massachusetts Mutual Life Insurance Company since 2016, along with long-term positions at MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1989. In addition to his advisory work, he is involved in individual and group life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning without discretionary investment management.

William Meyer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Janney Montgomery Scott. Outside of his advisory role, he owns and captains a sportfishing charter boat in West Grove, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach includes investment policy development, investment recommendations, performance reporting, and participant education, with a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Kevin Sweeney is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience, including prior roles at WBS Financial and TE Connectivity. 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 and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies alongside operational tools such as machine learning for support.

Matthew Langdon is a Senior Financial Advisor at Merrill Lynch Wealth Management and a senior partner in the Weeber/Langdon Team. He brings 18 years of experience in the financial services industry, having joined Merrill Lynch in 2008. In his role, he focuses on business development, primarily acquiring new client relationships and directly shaping and implementing new strategies. Matt services high net worth individuals, families, and businesses, providing expertise in areas including corporate benefits, divorce transition planning, family wealth management strategies, retirement income, philanthropic planning, and portfolio management services. He holds series 7 and 66 FINRA registrations, life and health insurance licenses, and professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). He earned his bachelor's degree in accounting from Pennsylvania State University. Matt resides in Berks County, Pennsylvania with his wife Renee and their four children. He enjoys spending time with his family, boating, offshore fishing, and is involved in community activities such as volunteering with youth sports and serving on boards including Berks Catholic High School and John Paul II Board of Directors. He is also a PIAA wrestling official and a member of the United Way Investment Committee.

Alex Patterson is a financial advisor with OSAIC in Lancaster, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Royal Alliance Associates, INC. and operates a sole proprietorship, Patterson Financial Services, where he assists clients with securities and insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers comprehensive financial planning and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and strategies.

Michael Hartlett is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 63 designation and has 44 years of industry experience. His prior work includes roles at International Assets Investment Management, LPL Financial, Invest Financial Corporation, and The Financial Network. He serves as a board trustee for the Grand Commandery of Pennsylvania and is a board member of the Lancaster Masonic Center. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers various platforms and access to third-party advisers while managing a multi-billion dollar asset base.

Carson Spangler is a CFP® with 26 years of experience in the financial industry. He is currently with LPL Financial, having joined the firm in 2025, and has previously worked at The Investment Center, Inc., Heritage Insurance Associates, and Cadaret, Grant & Co., Inc. Outside of advising, he owns Aqua Premier Auto Wash in Lancaster, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Jennifer Bilodeau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She 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 a range of brokerage and advisory solutions supported by research and analytics.

Allen Wessel is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He holds a Series 63 license and is based in New Holland, PA. Outside of his advisory role, he owns and maintains a rental property in New Holland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenan Yamaner is a securities professional at Wells Fargo Clearing with Series 63, 65, and 66 licenses and 31 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 supported by research and analytics.