Alicia O’Donel is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Clark Associates, Inc. from 2017 to 2019 and has been involved with the YMCA as a personal trainer since 2015. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

John Larson Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Capital Analysts and Lincoln Investment Planning, Inc., and he also operated Larson Financial Planning, LLC. In addition to his advisory work, he is involved in tax preparation and accounting through Scamuffa-Larson Tax Services, LLC. 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 provides a wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced research and operational tools.

Ryan Egan is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Voya Financial Advisors, and operates his own firms, Egan Financial Advisors, LLC, and Kylen Financials, Inc. He also serves as a trustee for a private trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Justin Rzucidlo is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Concourse Financial Group Securities Inc and Vision Financial Services. In addition to his advisory role, he serves as chapter president of a nonprofit organization, Referral Partners Plus, and is a member of the Pennsylvania Army National Guard. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Shannon Gorham is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to this role, Gorham worked at Fulton Financial Advisors and has been involved with Folk Financial, LLC, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports its recommendations through various advisory programs.

David Wiener is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He is also involved in Smoker Wealth Management LLC and Smoker & Company LLC, the latter providing tax preparation and tax services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with extensive assets under management and a network of over 10,000 advisors.

Kevin Henley is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Henley volunteers as a Taekwondo instructor for children and adults. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines multiple advisory platforms with a range of investment services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment goals.

Eric Groff is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience at Concourse Financial Group Securities Inc and Everence Trust Company. Outside of his advisory work, he occasionally sells handcrafted woodworking items. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform that provides access to affiliated and third-party managers and various program structures.

Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.

Ross Harter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at New York Life Insurance Co and NYLIFE Securities LLC. He has also worked in educational institutions including Alvernia University and Reading Area Community College. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs, focusing on aligning client risk tolerance with appropriate advisory models.

Steven Mcnabb is a financial advisor with LPL Enterprise, holding CFP® and CFA® designations and 15 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a broad client base including individual investors, retirement plans, and corporate entities through a network of investment adviser representatives. The firm’s model-driven investment approach emphasizes access to third-party asset managers and participates in a wrap program, while also providing non-securities services such as affiliated trust custody and insurance agency activities.

John Good is a CFP® professional with 16 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously spent ten years at Securities America Advisors, Inc. He is also the owner of Blue Chip Financial, LLC, an insurance agency offering life insurance and annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs a variety of asset allocation tools and offers access to third-party money managers and managed accounts.

Kevin Cavanna is a financial advisor with LPL Financial in Reading, PA, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining LPL Financial in 2017. He is involved with Good Life Financial Advisors and Cavanna Stone Retirement Wealth Management, both entities related to his LPL business. 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 financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Timothy Mogford is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and previously worked at First Allied Advisory Services and First Allied Securities. Prior to his advisory career, he spent ten years with the Schuylkill Valley School District. Outside of his advisory role, Mogford is employed by Stone Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform, supporting various investment strategies and program structures.

Gerald Mccready is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Specific Solutions, Raymond James Financial Services, Cetera Investment Services, and Merrill. He is also involved as an owner of GJM Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Emanuel Ludwig is a financial advisor with RBC Capital Markets in Lancaster, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2009 and is also affiliated with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with integrated capital markets capabilities.

Marcos Herrera Inostroza is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Ameriprise Financial LLC and Merrill Lynch Pierce Fenner & Smith LLC. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Rebecca Dauterive is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at The Vanguard Group and The Institutes. Outside of her advisory role, she has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Dieter is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, following roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Darryl Benfield is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2012 and is also affiliated with Wyndham Advisors, LLC, where he has been involved since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by advanced research and operational tools.