Conrad Cole

Tari Trowbridge is a financial advisor with Commonwealth Financial Network and Trowbridge & Co Wealth Management Group, holding the CFP® designation with 34 years of industry experience. He has been with both firms since 2014. Outside of advising, he owns real estate properties leased for gas royalties in Pennsylvania. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Christopher Roupp is a financial advisor with LPL Financial based in Towanda, PA. He holds the Series 66 designation and has been in the industry since 2023, with prior work experience including roles at Principle Enterprises and Angi Leads. Before entering the financial sector, he spent 17 years at Matthews Motor Company. 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, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Jenny Payne is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 26 years of industry experience. She has worked with Raymond James since 2004 and previously with Richard A. Pascoe Financial Services. Outside of advisory work, Payne is the owner and proprietor of Brenchley's Lake CampGround in Rome, PA, and serves in a political role with Rome Township. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with tools that incorporate risk profiling and probabilistic modeling.

Courtney Steckiel is a CFP® with 15 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, Steckiel worked at LPL Financial and First Citizens National Bank. Outside of financial advising, Steckiel is involved with doTERRA International, a role held since 2014, and supports client activities and compliance at JP Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs including municipal and public-finance advisory services.