Tari Trowbridge is a CFP® professional with 33 years of industry experience, currently affiliated with Commonwealth Financial Network and leading Trowbridge & Co Wealth Management Group since 2014. His work history is centered in Towanda, PA. Outside of advisory services, he is involved in fixed insurance sales as an agent and has ownership interests in real estate properties leased for gas royalties. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operations, technology, compliance, and practice-management support to affiliated advisors.

Jenny Payne is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. She has worked at Raymond James since 2004 and previously at Richard A. Pascoe Financial Services. Outside of advising, she owns and manages Brenchley's Lake CampGround in Rome, Pennsylvania. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while often maintaining an advisory role rather than discretionary management.

Courtney Steckiel is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, she worked at LPL Financial and First Citizens National Bank. Outside of her advisory role, she is an associate at JP Financial, where she supports client activities and compliance functions. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by comprehensive research and a wide affiliate network.

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.