Peter Moschak is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Wells Fargo in various roles from 2013 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Allen is a financial advisor with LPL Financial in Owego, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 1999 and previously worked at Tioga State Bank for 24 years. Allen serves as a board member of the Tioga County Republican Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Sian Matt is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2021, she worked for The Legal Aid Society of Mid New York for eight years. She holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolios supported by research from LPL and third-party subadvisors.