Connor Eglin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2025. Prior to entering the financial industry, he was employed at Boscov's Department Store for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis across multiple financial topics, allowing clients to combine planning with managed-account programs while keeping these services separate.

Jacqueline Pulford is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and also has worked at Wells Fargo Bank, NA since 2014. Outside of her financial advising role, she assists with her spouse’s plumbing and drain inspection business as a check signer and is involved with Take Heart Counseling and Equine Assisted Therapy as barn staff. 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.

Gary Shumate Jr. is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Saxony Capital Management, Saxony Securities, Morgan Stanley, and HSBC Securities (USA) Inc. Outside of his advisory role, he owns several LLCs related to real estate activities. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supported by discretionary and advisor-managed strategies as well as third-party managers.

John Jolls is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 63 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Stacy Pfizenmayer is a CFP® with 30 years of industry experience, currently serving at OSAIC since 2024. She previously worked at American Portfolios Financial Services, Inc. for 11 years and Vanguard Advisers for 13 years. Outside of her advisory role, she is a partner in iValue Financial Planning, where she focuses on insurance and tax services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services delivered through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options.

Gary Noecker Sr. is a financial advisor with LPL Financial in Wyomissing, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 1995. He also operates a business entity called Berkshire Investment Group for tax and investment purposes. 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, third-party asset management, and institutional platforms.

Jane Sholder is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm integrates research and analytics to support diversified investment approaches and offers a broad range of brokerage and advisory solutions.

Brett Diamond is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for ten years at Exeter Township School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Theodore Carol is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial since 2009. Additionally, he has worked with Fulton Bank and Fulton Financial Advisors, where he is also involved in the sales of investment products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across an extensive advisor network.

Alicia Pittman is a financial advisor at Osaic with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Atrium Health, Geisinger Health, and Sorenson Video Relay Service. Outside of her primary role, she serves as secretary for the Reamstown Memorial Park Association and owns Pittman Tax Co LLC, a tax preparation business. Osaic Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by a complex affiliate network and private-equity ownership.

Andrea Bacon is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Brubaker Connaughton Goss & Lucarelli and the Solanco School District. Outside of her advisory role, Bacon has provided private math tutoring on a sporadic basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Stephen Musser is a financial advisor at Cetera with 15 years of industry experience and a Series 66 credential. He has worked at Cetera and its affiliates since 2025 and previously spent 14 years at Concourse Financial Group Securities Inc. Outside of his advisory role, Musser is the owner and CPA of Covenant CPA LLC, serves on the boards of a nonprofit preschool and a local police support group, and is involved in a food business. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures and custodians.

Amy Martin is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fulton Bank and Raymond James Financial Services, Inc. since 2014. Martin also serves as a registered Client Services Associate at Fulton Financial 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 plans, corporations, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary investment consulting and supports institutional consulting through a large advisor network.

Alison Bower is a financial advisor with Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is a partner in Bee Silky Soap LLC, a retail and online soap business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning tools and scenario modeling.

Rebekah Minnich is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2014. With a career in the financial services industry that began in 2004, Rebekah focuses on delivering personalized financial strategies tailored to each client's unique needs and objectives. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and addressing the financial needs of women. Rebekah holds a Bachelor's Degree from Kutztown University and the Professional Investment Advisor (PIA) designation. She is dedicated to providing a complete client experience that supports individuals in achieving their financial goals. Outside of her professional work, Rebekah enjoys music, reading, traveling, spending time with her family, and watching movies.

Christopher Needs is a CFA® charterholder with 10 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Good Life Advisors, Park Avenue Securities, Guardian Life Insurance, and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Jeremiah Sensenig is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Investment Professionals, Inc. 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 and model portfolio programs, supported by tools such as machine-learning for research and operations.

Linda Capellupo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 20 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 through a network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Sarah Coolbaugh is a financial advisor with Primerica Advisors in Reading, PA, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked with Primerica Advisors since 2019 and Primerica Financial Services since 2016. Prior to her financial services career, she was involved in massage therapy for five years. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs largely model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Byrne is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive wealth management solutions through its broad retail and institutional platform.