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Stephen C

Series 63, Series 66

West Chester, PA

LPL Financial

Stephen Collins is a financial advisor with LPL Financial in West Chester, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 22 years before joining LPL Financial in 2022. 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 financial planning and investment solutions, including 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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A N

CFP®, Series 63, Series 65

West Chester, PA

LPL Financial

A Norkiewicz is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently with LPL Financial and has previously worked at The Investment Center, Inc., Lancaster Financial Group LLC, Cadaret, Grant & Co., Inc., and Mony Securities Corporation. He is also involved with IC Insurance Services, Inc., a non-variable insurance business. 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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Francis S

Series 63, Series 65

West Chester, PA

LPL Financial

Francis Sciecinski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 32 years of industry experience. He worked at Raymond James & Associates for 11 years before joining LPL Financial in 2009. Since then, he has operated under the DBA Sciecinski Wealth Management in West Chester, PA. 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 financial planning and asset management services, combining advisory platforms with non-advisory financial activities and oversight of over $819 billion in discretionary assets.

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

Series 63, Series 65

West Chester, PA

LPL Financial

Mark Schatzel is a financial advisor with LPL Financial in West Chester, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Tfs Securities Inc for one year. 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 portfolio programs, 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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Joseph B

Series 63, Series 65

West Chester, PA

LPL Financial

Joseph Bowers is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ic Advisory Services Inc, The Investment Center, Inc., and Independent Network, Inc. Outside of advising, he maintains a CPA practice specializing in tax preparation and accounting services related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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

Series 66

Weat Chester, PA

LPL Financial

Andrew Wallace is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and related entities for six years. Outside of advising, he has served as an agent in insurance and benefits. 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 model portfolios and third-party asset managers.

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

CFP®, Series 63

West Chester, PA

LPL Financial

Christopher Zellman is a CFP® with 25 years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, CSC, and TFS Securities. Zellman also maintains a CPA tax preparation and accounting practice. 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 services including financial planning, model portfolios, 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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