Reading, PA Lancaster Pike Office

Christopher Whitcombe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, personal retirement planning, and retirement income. Christopher applies a disciplined, analytical approach to financial advising, emphasizing personalized strategies tailored to each client's unique situation. Christopher holds a Bachelor's and a Master's degree from Lehigh University. He has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His approach involves thoroughly understanding clients' financial circumstances and goals, analyzing data, and identifying opportunities to improve financial projections and tax strategies. Outside of his professional work, Christopher enjoys music, reading, and spending time with his family. He is committed to educating clients to help them become better stewards of their financial resources through comprehensive, individualized financial planning.

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.

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.

Sean Mest is a financial advisor with LPL Financial and holds the Series 66 designation. He has 12 years of industry experience, with previous roles at Guardian Life Insurance Company, Park Avenue Securities, Key Investment Services, and Wells Fargo Clearing. Mest also provides administrative support to Good Life Advisors LLC, an independent investment advisor firm. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jeremiah Locascio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Adams & Associates. Outside of his advisory work, he owns Wireframe Websites, a business specializing in web design, programming, and 3D printing services. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.

Kevin Cavanna is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2017. He previously worked at Wells Fargo Clearing for one year. Cavanna operates under the business names Good Life Financial Advisors and Cavanna Stone Retirement Wealth Management within his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and portfolio management services through a large network of advisors to individuals, retirement plans, and institutions. The firm offers a range of investment strategies including model portfolios and customized approaches, supported by technology tools and complemented by non-advisory financial products and partnerships.

Conor Delaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2012 and previously at Waddell & Reed. Delaney also manages a café business and is involved with several related ventures under the Good Life brand. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Woodrow Mc Gill III is a financial advisor with LPL Financial in Reading, PA, holding a Series 66 designation and with 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2018. Mc Gill is also involved with Good Life Financial Advisors and Goodlife Insurance Associates outside of his LPL role. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Julie Kemp is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial in Reading, PA. She has worked with LPL Financial and other advisory firms since 2003. In addition to her advisory role, she has involvement in tax preparation and operates an independent registered investment advisory business, Good Life Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services delivered through a large network of advisors using various portfolio management strategies and technological tools.

Noah Brooks is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2013, following eight years at Wells Fargo Clearing and twelve years running Good Life Advisors, LLC. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and financial planning services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while maintaining a diverse platform that includes insurance and banking partnerships.

Courtnie Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Good Life Advisors, LLC for 12 years and has been with LPL Financial for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, supported by proprietary research and technology tools.