Wyomissing, PA 2 Meridian Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

9

Of 22,716 advisors across 10,432 offices

Location

2 Meridian Blvd Ste 102

Wyomissing PA 19610

Advisors at this office

9

Advisors at this office

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Sharon W

Series 66

Wyomissing, PA

LPL Financial

Sharon Wisler is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2021. Prior to that, she spent 11 years with various insurance carriers and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Justin S

Series 63, Series 65

Wyomissing, PA

LPL Financial

Justin Schaeffer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Treeview Partners LLC, Waddell & Reed Inc., and various insurance carriers. He has also maintained involvement with The Schaeffer Group, a business entity related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Edward S

Series 63, Series 65

Wyomissing, PA

LPL Financial

Edward Sweeney is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Treeview Partners LLC and Waddell & Reed, Inc. He is also involved with Modern Life Insurance Brokerage as a financial advisor and insurance producer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
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Jared S

Series 66

Wyomissing, PA

LPL Financial

Jared Sadowski is a financial advisor at LPL Financial in Wyomissing, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Herbein & Company, Inc., Northeast Financial Group, and a four-year tenure at Saint Francis University. He is also involved with Treeview Partners, an LLC unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and utilizes research from multiple sources to support diversified and alternative investment strategies.

College savings (529s, UTMA, etc.)
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Ethan M

Series 66

Wyomissing, PA

LPL Financial

Ethan Miller is a financial advisor with LPL Financial based in Wyomissing, PA. He holds a Series 66 designation and has two years of industry experience, including positions at Skyline Wealth Advisors and LPL Financial. Prior to entering the financial industry, he worked at Lowes Hardware and studied at West Chester University of Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Gail F

Series 63

Wyomissing, PA

LPL Financial

Gail Ford is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include work with Waddell & Reed, various insurance carriers, and operating a business under H&R Block. She has also been involved with Pine Grove Wesleyan Church for 27 years. Outside of her advisory role, she maintains employment as an enrolled agent with H&R Block. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Michael L

Series 66

Wyomissing, PA

LPL Financial

Michael Listmeier is a financial advisor with LPL Financial in Wyomissing, PA, holding a Series 66 designation and with 10 years of industry experience. He has previously worked with Waddell & Reed Inc and various insurance carriers and was affiliated with the Thorndale Downingtown Regional Chamber of Commerce for two years. He is involved with Skyline Wealth Advisors LLC, a DBA for his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kevin S

Series 66

Wyomissing, PA

LPL Financial

Kevin Sweeney is a financial advisor with LPL Financial, holding the Series 66 designation. He joined LPL Financial and WBS Financial in 2026. Prior to his advisory role, he worked at TE Connectivity from 2020 to 2025 and has experience in various other positions, including roles at Pennsylvania State University and Merakey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Kirstan U

Series 63, Series 66

Wyomissing, PA

LPL Financial

Kirstan Ulrich is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 30 years of industry experience. Prior to joining LPL Financial in 2021, she spent 25 years at Waddell & Reed, Inc. She also served for 11 years at Trinity Lutheran Church. Ulrich is a partner at Treeview Partners LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL and third-party sources.

College savings (529s, UTMA, etc.)
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