Sarah Darling is a financial advisor with LPL Financial in Ephrata, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and Aevidum Financial Services among other firms. Darling is involved with Aevidum Financial Services as a business activity related to her LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers various financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Matthew Perrotti is a financial advisor at Edward Jones in Lancaster, PA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at The Sherwin-Williams Co. and The Prudential Insurance Company of America, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and supports its services with a large national network of financial advisors and branch offices.

Larry Trego Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at Raymond James Financial since 2009 and Fulton Bank since 2000. Outside of his advisory role, he is associated with Fulton Financial Advisors in a client advisory capacity. 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, corporations, and institutions, utilizing tailored, non-discretionary planning supported by analytical tools and risk profiling.

Jonathan Sawich is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates both discretionary and non-discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Daniel Van Matre is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he provides leadership, strategy, and guidance to an accomplished clientele, helping them grow and steward their wealth more effectively. He collaborates closely with Merrill’s capital market groups to identify and evaluate wealth management strategies tailored to clients’ needs, preferences, risk tolerance, and time horizons. Daniel incorporates a tax-sensitive framework and integrates investment insights within clients’ broader wealth frameworks, considering wealth-transfer objectives, philanthropic interests, and long-term strategy. He is also knowledgeable in alternative investments, including private equity, venture capital, hedge funds, and real estate offerings. Daniel holds a Bachelor's degree and a Master's degree from Brigham Young University. He earned the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst® (CAIA®) designation. He is a member of the Salt Lake City CFA® Society. Outside of work, Daniel enjoys outdoor activities and is an avid skier. He has lived in Norway and speaks Norwegian, enhancing his appreciation of Northern European culture. He competes at an elite level in cycling and has represented the United States multiple times in the Cross-country Marathon Mountain Biking World Championships. He also enjoys spending time with his wife, Sarah, and their daughter.

Matthew Weeber is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. He serves as the primary relationship manager on his team, focusing on retirement planning and portfolio management for families engaged in multi-generational wealth transfers. Matt is a qualified Portfolio Manager who manages personalized and defined investment strategies on a discretionary basis, incorporating individual securities, Merrill model portfolios, and third-party investment options. His areas of expertise include portfolio strategy, client relations, and wealth management for affluent families and business owners. Matt holds the Series 7 and 66 FINRA registrations, Life/Health Insurance licensure, and the Personal Investment Advisor designation. He earned his Bachelor's Degree in Finance from Kutztown University. His professional efforts concentrate on managing his team's business model and development initiatives. Residing in Sinking Spring, Matt lives with his wife Christy and their two children. Outside of his professional responsibilities, he enjoys playing basketball, attending Penn State football games, listening to music, traveling to Florida, and spending time with his family.

Kenneth Hameloth is a Series 66-licensed financial advisor with Edward Jones, based in Manheim, PA. He has 19 years of industry experience, all of which has been with Edward Jones. Outside of his advisory role, he owns and maintains rental property in Manheim. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Adam Lord is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services based on structured discovery and firm-approved tools without providing individual security recommendations as part of standalone planning.

Zachary Romig is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Dogger is a financial advisor with LPL Financial in Lancaster, PA, holding CFP®, ChFC®, and Series 63 designations and over 47 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Lancaster Financial Group LLC. He is also a business owner in Lancaster. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Bruner is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services and Questar Capital. In addition to his advisory role, he is involved in fee-based tax preparation and life insurance premium financing through his own business, Bruner Wealth Management. Bruner also coaches basketball at Dayspring Christian Academy. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by advanced asset allocation tools and a broad range of investment solutions.

Jennifer Aten is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Willie Sawyers III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for AT&T Mobility for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Elizabeth Durand is a financial advisor at Ameriprise in Lancaster, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Hornor, Townsend & Kent, LLC, Equitable Advisors, LLC, and experience outside finance at Ten Thousand Villages and Florin Farms Hatchery. She is also employed by LJS Group LLC, an advisor-owned legal entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Ethan Bell is a financial advisor with Thrivent Investment Management in Leola, PA, holding Series 65 and Series 66 registrations and bringing three years of industry experience. His prior roles include positions at Securities America Advisors, Bare Wealth Advisors, Ambassador Advisors, and American Portfolios Financial Services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of advisors, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and asset management services.

Nathan Lowrie is a financial advisor with Edward Jones in Lebanon, PA, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dutch Valley Foods and maintained ownership of an eCommerce business, Fine Line Automation, which he plans to close in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ian Miller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2017 to 2023. Outside of his advisory role, he serves on the Investment Committee for the Diocese of Allentown. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dianne Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Phillips serves on the finance committee of the Presbyterian Church of Catasauqua. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Alfred Cooke III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at multiple firms including New York Life Insurance, Securian Financial Services, and runs his own entity, Cooke Financial, LLC. Outside of advisory roles, he is involved in selling life, disability, and annuity insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets.

Mark Leiden is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent and its affiliates since 2016, following a 17-year tenure at Graham Packaging. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a range of planning topics. The firm separates its planning and managed-account services while allowing clients to combine them under a consolidated billing option called “WealthPlan.”