Jay R. Kemmerer, entered the securities industry in 1984. He has been educating business and individual clients in the areas of wealth management for over 35 years. During his portfolio management tenure for a locally managed mutual fund, he received recognition in the Wall Street Journal's "Category King" segment numerous times from 2003 - 2010.  Mr. Kemmerer holds the Series 65 License - Registered Investment Advisor. 

Jay is also the author of two books, "MESSAGES FROM THE MONEY MASTERS" and "33 Ways Not To Screw Up Your Financial Life", published by Networlding Publishing Inc. Chicago Ill.

Mr. Kemmerer showcases 13 Financial Experts' Top Tips for Financial Success". These books capture the very essence of Kemmerer's personal financial journey which has enabled him to help business owners, entrepreneurs and families in their quest for Financial Independance and Freedom.  

"Money Maters" Book Available on Amazon: Go to: www.amazon.com 

"33 Ways Not To" Book Available on Amazon: Go to: www.amazon.com

 Speaking engagements available. Go to www.jaykemmerer.com

Click here to email Jay

With a focus on building long-term relationships, Travis Speelman entered the finance industry in January of 2020. By learning about all aspects of a client’s life, he is able to provide appropriate financial strategies that align with their individual goals.

Prior to entering the finance world, Travis served as a public school educator and coach for over 12 years. His ability to build relationships with colleagues and students and his love for helping others led him to pursue a career in the finance industry.

Travis’s focus is on Small Business Retirement Plans, Education’s 403b Retirement Programs and Individual Financial Wealth and Independence.

Travis is happily married to his lovely wife Rachel and has three amazing kids. When not in the office or classroom, he enjoys running, camping, hiking, and spending time with family and friends.

Beth serves as the Vice President of Client Relations for the day-to-day activities of Berkshire Advisor’s clients and supporting custodian, Charles Schwab. She brings 25 years of administrative experience in the Financial Planning industry.  Beth has been involved in assisting clients with her understanding and education in customer service, underwriting, succession planning, retirement planning, and estate planning.  Beth holds her Life/Health/Annuities license.   She is currently pursuing her “RIA”- Registered Investment Advisor license.

When not in the office, Beth enjoys spending time with her husband, Chad, their 4 children, and 3 dogs.  She has a passion for cooking and enjoys sharing her creations with family and friends.

Click here to email Beth

Jay R. Kemmerer, Jr., (aka JR) is a dedicated professional with a passion for empowering individuals to achieve their financial goals and secure their future.  With a diverse background in the financial service industry, he is committed to making a positive impact on people’s lives through effective planning and guidance.

As a skilled insurance and tax-sheltered specialist, he brings valuable expertise to the industry. JR is currently pursuing his “RIA”- Registered Investment Advisor license. He is currently being sponsored through a multi-year internship by the SEC Registered Firm, Berkshire Advisors, Inc. of Wyomissing, PA. 

JR’s previous endeavors had him engaged as a dedicated manager in the hospitality industry. JR has continually demonstrated his unwavering commitment to excellence, and leadership.

His primary objective is to extend guidance to the underserved, younger entrepreneurs and business owners equipping them with the tools and strategies needed to create lasting wealth.  Whether it’s establishing retirement accounts, Tax-Sheltered Solutions, or offering advice on budgeting and credit score repair, he is passionate about helping others build a secure financial future.

Click here to email JR

Keith is a highly skilled, responsive and proactive CPA with prior experience as a Tax Partner with Ernst & Young and full-time roles as a CFO and CEO for several operating companies. Currently he provides multi-generational family office services and part-time CFO services to his clientele. The family office services include a wide range of duties such as independent trustee for multiple trusts, comprehensive tax and estate planning, coordination with investment and legal advisors, individual, trust and corporate tax preparation, practice before the IRS, bookkeeping, bill-paying for trusts and special needs trust accounting and reporting.

Ryan Berkis is a young and upcoming marketing consultant.  His experience with social media, marketing, website development, and short-form video production has assisted Berkshire Advisors, Inc. in many ways.

In addition to being a Marketing Consultant with Berkshire Advisors, Inc., Ryan has spent 2.5 years building an online e-commerce apparel brand, marketing for a local craft brewery, and marketing for a food product brand.

Raymond H. Melcher, Jr. has 40+ years of business experience with both private and publicly owned for profit companies and also with non-profit organizations.  

Ray is a licensed Investment Banker and has served since 2006 as President, CEO and Owner of Marathon Business Group, LLC, dba Marathon Capital Advisors and Marathon Franchise Advisors, which are advisory firms specializing in business mergers, sales, acquisitions, and divestitures.  Marathon is an award-winning affiliate of VR Mergers and Acquisitions, a worldwide network of M & A Advisors and business brokers. In addition to merger and acquisition advisory services, Melcher also serves as President of Marathon Business Advisory Services, LLC, and its divisions Marathon Financial Advisors, and Marathon Executive Search which offer commercial loan brokerage, succession planning, business valuations, strategic planning, executive coaching, executive search, and management consulting.  Ray has also served as an interim, part-time, transitional CEO or COO form many companies with a special leadership need.

Melcher is an Adjunct Faculty member at Alvernia University in the College of Business teaching various graduate and undergraduate business courses.

With over 30 years of diverse business experience, Holly Wolf has worked in a variety of senior level positions in healthcare, banking, and manufacturing. She held key positions as Chief Marketing Officer at Conestoga Bank (now WSFS), AVP of Marketing at Conestoga Bank (now BB&T) and Senior Vice President at Community General Hospital now Penn State Health. Holly is an admitted personal finance junkie. Her personal finance philosophy has been influenced by money masters including Suze Ormond, Dave Ramsey, Larry Burkett, Harry Gross, and David Bach. In her spare time, she enjoys traveling with her husband, Gary.

Rick Wolf has served as a teacher, coach and servant leader for almost 50 years.  His philosophy of embracing a positive attitude while serving others became his trademark, and serves as the operational basis for his organization, Embrace the Challenge, LLC. Currently Rick serves as an organizational and executive coach to individuals, non-profits and corporate entities.  He also enjoys spending time with his wife and three grandchildren, playing golf, trap shooting and writing. 

Melissa G Wilson is a fifteen-year veteran expert on the subject of networking and was the “Networking Coach” at 6 Figure Jobs teaching 3000 executives LinkedIn over a 10-year period. Melissa has authored seven books on the subject, including one titled, "Networlding", that held a #10 spot on Amazon for an entire year and one that was a Wallstreet Journal bestseller.

 Over the last decade, Melissa has turned her passion for writing books that make a difference in the world to helping thought leaders who want to accomplish these same goals. Thus far she has helped over 120 C-level experts, write, publish, and launch their books. From Inc. 500 to Fortune 500 executives, Melissa has become their go-to for book creation. 

 Melissa also now runs an initiative to help at-risk youth get mentored through the power of great books by her executive leadership authors.