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.

Lauren Mcdonald is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. from 2012 to 2019 before joining LPL Financial in 2019. Outside of her advisory role, she serves as an employee benefit and insurance consultant. 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 range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Stuart Hague is a Series 66–licensed financial advisor with Edward Jones in Hughesville, PA, and has nine years of industry experience. He has been with Edward Jones since 2016 and is involved in his local community through roles at area Presbyterian churches, including occasional lead worship and chairing a church building and finance committee. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

John Machak is a financial advisor with LPL Financial in Muncy, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services for 11 years before joining LPL Financial in 2019. Machak dedicates part of his time to The Wealth Factory, an investment-related business activity associated with his LPL practice. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and charities. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through 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.

Gregory Bell is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he held roles at Leadership Baltimore County, Goucher College, and Lycoming College. He is also involved as an investment representative with The Wealth Factory. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.