Michela Potocki is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Potocki holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Williams is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including PlanMember Securities Corporation and IC Advisory Services. Williams is also an independent insurance agent and serves on the finance committee of St. Mary’s Roman Catholic Church in Lancaster, PA. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

Kathryn Gahres is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing for 14 years and had a role at Viva Good Life Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

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 with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in roles at The Sherwin-Williams Company, Piazza Sorrento, and The Prudential Insurance Company of America. 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 advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Caitlin Gouck is a financial advisor at Fidelity with 10 years of industry experience. She previously worked at The Vanguard Group, Inc. for six years before joining Fidelity. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Larry Trego Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial since 2009. He also has experience with Fulton Financial Advisors and Fulton Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports both advisory programs and institutional portfolio management.

Jonathan Sawich is a CFP® with 19 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.

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.

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.

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 in Wyomissing, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. In addition to her advisory role, she 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 utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Jonathan Conover is a financial advisor with Primerica Advisors in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and concurrently involved with Primerica Financial Services since 2012. In addition to advisory services, he is involved in sales of non-investment related home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a curated third-party asset manager model with an exclusively percentage-based, tiered wrap fee structure.