Top financial advisors working with founders and business owners in Reading, PA

Terry Morris is a financial advisor with Dakota Wealth, LLC and holds five years of industry experience. Prior to joining Dakota Wealth, he worked at Lindenwold Advisors Inc., Truist Financial Corp, and Branch Banking and Trust Company. He is dually registered with both Dakota Wealth and Lindenwold Advisors on a temporary basis. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and retirement plans, offering services such as wealth management, investment management, financial planning, and retirement plan advisory. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and maintains active roles in private funds and ETF sub-advisory.

Anthony Kidron is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory role, Kidron has an entrepreneurial venture under the DBA Surgeons Capital Management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Michael Rowley is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He has held positions at The Colony Group, LLC and Buckingham Asset Management, LLC and has a long-standing association with Herbein and Company, Inc. Outside of advisory work, he is a partner in 2763 Century Blvd., LLC, a commercial rental property company. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a wide range of wealth management and advisory services.

Tyler Reppert is a financial advisor with Cambridge Investment Research Advisors in Reading, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge and its affiliates since 2013 and previously worked at Stifel Nicolaus & Co. Inc. He is also the owner of TZ Collectibles, a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a large network of independent Financial Professionals. The firm offers a range of investment implementation options, proprietary and third-party strategies, and institutional features such as advisor transition support and compliance controls.

Jess Yourkavitch is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Riverview Bank. His current tenure at LPL Financial began in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by extensive research and model portfolios.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together 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 strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.