Scott Clark

Ethan Callahan is a financial advisor at Sound Income Strategies, LLC with a Series 65 credential and one year of industry experience. He previously worked in fixed insurance sales and retirement advisory services at Bulletproof Financial, DBA PRES Financial. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and specialized sub-advisory services.

Ryan Oswald is a financial advisor with Edward Jones in Wellsboro, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Mountain Home Magazine and Pop's Culture Shoppe. Outside of his advisory work, he owns and maintains the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Philip Lett is a financial advisor with LPL Financial in Corning, NY, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Fidelity Investments. He is also involved with First Heritage Federal Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Brian Tevlin is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Cetera and Citizens And Northern Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Jerad Rosendahl is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at Infinex Investments, Inc. and First Commonwealth Insurance Agency. He also serves in a financial institution capacity at Northwest Bank, referring clients to banking partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options, supported by an in-house Research team that develops model portfolios and investment strategies tailored to client needs.

Jeffrey Richardson II is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Citizens & Northern Bank, U.S. Bancorp Investments, U.S. Bank, and Sprint. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a wide range of products and services.