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Daniel S

Series 63, Series 65

Berkeley Springs, WV

LPL Financial

Daniel Stevens is a financial advisor with LPL Financial in Berkeley Springs, WV, holding Series 63 and Series 65 credentials and totaling 14 years of industry experience. He previously worked at CBIZ Financial Solutions Inc. for eight years and currently serves as Vice President at CNB Bank. Outside of finance, Stevens is also a musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher K

Series 63, Series 65

Berkeley Springs, WV

LPL Financial

Christopher Kasecamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He was previously with CBIZ Financial Solutions, Inc. for 11 years before joining LPL Financial and CNB Bank in 2020. He serves as President of Trust & Investment Services at CNB Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and various strategic allocations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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