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 at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, combining planning with managed-account services through its WealthPlan option while keeping these services distinct.

Joanne Laessig is a Series 66 licensed financial advisor with 19 years of industry experience, currently with LPL Financial. Her prior experience includes roles at MassMutual Life Insurance Co, HighTower Securities LLC, UBS Financial Services Inc., Merrill Lynch, and Morgan Stanley, among others. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both model portfolios and customized strategies, and supports its advisors with advanced operational and research tools.

Cody Eppley is a financial advisor with Edward Jones in Lititz, PA, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2021, he was associated with Northwestern Mutual. His background also includes roles with minor league baseball teams, the Lancaster Barnstormers and Southern Maryland Blue Crabs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets with a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Mark Kistler is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and structured-product activities.

Thomas Schreck is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley since 2010, and Janney Montgomery Scott from 2006 to 2010. 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 structured planning tools and proprietary investment committee estimates in its financial planning process.

Lauren Bruckhart is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Based in Lancaster, PA, she continues to serve clients through Morgan Stanley’s wealth management platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, 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 research methodologies.

Matthew Arnold is a Series 66-registered financial advisor with 14 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously spent eight years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Bert Cramer is the sole advisor at Bert Riddell Cramer, Investment Adviser, with 2 years of industry experience. He has operated his independent investment advisory firm since 1994 and also maintains a part-time law practice focusing on estate, elder law, and tax preparation. Additionally, he serves as the individual co-trustee of a testamentary charitable remainder annuity trust since 2002. Bert Riddell Cramer, Investment Adviser serves individual clients with portfolio and investment management services as an independent, single-advisor firm managing approximately $11.5 million across 16 client relationships. The firm emphasizes fully disclosed investment management arrangements, client-selected custodial agents, and employs specific cybersecurity measures to protect client data.