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Lauren M

Series 63, Series 66

Muncy, PA

LPL Financial

Lauren Mcdonald is a financial advisor with LPL Financial in Muncy, PA, holding Series 63 and Series 66 registrations and 14 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for seven years before joining LPL Financial in 2019. Mcdonald also serves as a life and health insurance consultant as part of her broader financial services activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

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

Series 63, Series 66

Muncy, PA

LPL Financial

John Machak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Woodbury Financial Services for 11 years before joining LPL Financial in 2019. His other activities include involvement with The Wealth Factory, an affiliated business related to investment and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Gregory B

Series 66, Series 63

Muncy, PA

LPL Financial

Gregory Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked in leadership roles, including at Leadership Baltimore County and as an investor relations representative at The Wealth Factory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, 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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