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Roger B

CFP®, ChFC®, Series 63

Sciota, PA

LPL Financial

Roger Berger is a CFP® and ChFC® with 27 years of industry experience, currently advising through LPL Financial. His career includes roles at The Hershey Company and Nationwide Securities Inc., among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and access to multiple research and portfolio management resources.

College savings (529s, UTMA, etc.)
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Harold H

Series 63, Series 65

Sciota, PA

LPL Financial

Harold Hagy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He previously worked at Nationwide Insurance Company and Nationwide Securities, LLC for a combined 19 years before joining LPL Financial in 2017. Outside of his advisory role, he serves as an auditor for Hamilton Township, reviewing the local budget for accuracy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

College savings (529s, UTMA, etc.)
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Matthew F

Series 63, Series 66

Sciota, PA

LPL Financial

Matthew Field is a financial advisor with LPL Financial in Sciota, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes seven years with Nationwide and Nationwide Securities LLC. He is involved with Hagy Financial Services, LLC and Hagy Insurance Agency, which provides property and casualty insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of portfolio management strategies and research resources.

College savings (529s, UTMA, etc.)
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