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Scott C

Series 63, Series 65, Series 66

Wellsboro, PA

LPL Financial

Scott Clark is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at M&T Securities, Cetera, and Citizens & Northern Bank, where he also serves as Vice President and Trust Officer. Outside of his advisory work, he is a business owner of Coppersmith Valley, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions, supported by a large network of advisors and a variety of customized investment strategies.

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

CFP®, Series 63, Series 65

Wellsboro, PA

LPL Financial

Brian Tevlin is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2023. He has prior experience at Cetera and Citizens And Northern Bank, where he has worked since 2005. Tevlin also has a role involving non-variable insurance with MassMutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and operational resources.

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

Series 63, Series 66

Wellsboro, PA

LPL Financial

Jeffrey Richardson II is a financial advisor with LPL Financial in Wellsboro, PA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining LPL in 2025, he worked at Citizens & Northern Bank and U.S. Bancorp Investments, INC., among other positions. 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 and access to third-party asset management programs, supported by 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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Edward P

Series 66

Wellsboro, PA

LPL Financial

Edward Penner III is a financial advisor with LPL Financial in Wellsboro, PA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Cetera Investment Advisors and Cetera Investment Services LLC for seven years and has served at Citizens & Northern Bank for a decade. In addition to his advisory role, he works as a trust officer at Citizens & Northern Bank and is involved in selling whole life, term, and long-term care insurance through Mass Mutual. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by 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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