Bryan Stephen is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011, following a brief tenure at Morgan Stanley. Outside of his advisory role, he is the owner of Kiwi Yachts, LLC, a home-based business not related to investments. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced advisor tools.

John Schroll is a financial advisor at Osaic with 45 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory role, he sells long-term care and life insurance and prepares individual tax returns for clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacqueline Waterworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at LPL Financial LLC and Lincoln Investment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brian Trainer is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, BB&T Securities, Cetera, and Nationwide Securities. Trainer is also involved in selling fixed annuities, fixed life insurance, and long-term care insurance plans. 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, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

James Geosits is a financial advisor with Merrill in Wyomissing, PA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been affiliated with Merrill since 1981 and also works with Bank of America, N.A. since 2011. Outside of advising, he owns a construction LLC focused on townhouse development. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Justin Schaeffer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at LPL Financial since 2021 and previously was associated with Treeview Partners LLC and Waddell & Reed Inc. He is also connected to The Schaeffer Group, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Angie Klein is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. She has 14 years of industry experience, including prior roles at M&T Securities and M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Kenneth Del Goleto is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions with a focus on retirement income strategies that incorporate research, modeling, and tax-efficiency analysis.

Melanie Hnatishion is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she serves individuals, families, and corporate retirement plans. In her role, she works closely with clients and their other professional advisors to develop coordinated financial strategies that adapt as goals and circumstances evolve. Melanie has been in the financial services industry since 2012. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified 401(k) Professional (C(k)P), and she is a designated Bank of America Retirement Benefits Consultant. She received her bachelor's degree from Thomas Jefferson University in 1995. Based in Reading, Pennsylvania, Melanie lives with her son. Her client focus areas include college education planning, corporate retirement plan services, divorce transition planning, employee financial health, personal retirement planning, portfolio management, women and wealth, and retirement income. She has personal interests in golfing, ice hockey, racquetball, and tennis.

Edward Sweeney is a financial advisor with LPL Financial in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Treeview Partners LLC, Waddell & Reed, Inc., Morgan Stanley, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and a broad range of non-advisory financial services.

Andrea Wilson is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2007 and operates a private business under the name Cornerstone Financial Strategies, LLC. She also spends a small portion of her time involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad range of financial services.

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 with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Saxony Capital Management and Saxony Securities for 12 years. Outside of advisory work, he owns and manages several LLCs involved in real estate holdings and rental properties. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a variety of investment types on both discretionary and non-discretionary bases.

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 as a financial advisor at OSAIC since 2024. She previously worked for American Portfolios Financial Services, Inc. for 11 years. Outside of her advisory role, she is a partner in iValue Financial Planning, where she focuses on insurance and tax services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services supported by various asset-allocation tools and third-party solutions.

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.