Thomas Charmley is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Julie Clementi is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Community Bank, First Keystone Bank, Infinex Investments, Valley National Investments, Santander Securities, and Santander Bank. Outside of her advisory role, she serves as a notary for the Eastern Monroe Public Library. 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 an in-house research team and a large network of investment adviser representatives.

Derek Batz is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has been with LPL Financial since 2004 and has operated his own advisory business since 2001. Outside of his advisory work, he sells motorcycle parts online and performs tax preparation and bookkeeping services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.