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James K

Series 63, Series 65

Danville, PA

Cetera

James Kishbaugh II is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services, LLC since 2013, as well as operating J & J Financial since 2002. In addition to his advisory role, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Chase S

CFA®, Series 66

Montoursville, PA

Raymond James Financial

Chase Snyder is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2020, following roles at various companies including Patton Warehousing and Watsontown Trucking. He also worked at Bloomsburg University for five years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew B

CFP®, Series 66

Benton, PA

LPL Financial

Matthew Beagle is a CFP® with 19 years of industry experience, currently serving at LPL Financial and First Columbia Bank & Trust since 2006. He holds the roles of Senior Vice President and Chief Wealth Management Officer at First Columbia Bank and is also an instructor of finance, marketing, and management at Bloomsburg University of Pennsylvania. Outside of his advisory work, he contributes to a fantasy baseball website and occasionally umpires for Bloomsburg Little League. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning and model portfolio programs, supported by a large network of advisors and integrated technology tools.

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

CFP®, Series 63, Series 66

Montoursville, PA

Raymond James Financial

Jason Dugan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 20 years of industry experience. Prior to his current role, he has worked with Aspire Wealth Group since 2018. Outside of advisory work, he serves as the Assistant Financial Secretary for the First Baptist Church of Milton, managing payroll and financial records. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Wendy W

Series 63, Series 65

Milton, PA

Primerica Advisors

Wendy Wolfe is a financial advisor with Primerica Advisors in Milton, PA. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior roles include positions at Wise Markets Distribution, PFS Investments Inc., Primerica Financial Services, and FCCB. Outside of her advisory duties, Wendy is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies developed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John M

Series 63

Lewisburg, PA

OSAIC

John Molinaro is a financial advisor at OSAIC with 44 years of industry experience. He holds the Series 63 designation and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. He is also the owner of MoneyWise, Inc., where he sells and services insurance and fixed annuity contracts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio-construction tools and provides access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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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Jack H

Series 66

Bloomsburg, PA

STIFEL

Jack Howell is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. Prior to joining Stifel, he held positions at The Links at Hemlock Creek, Wilkes University, TY Delta Motors, Keyser Construction, and the Bloomsburg School District. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Keely S

Series 66

Montoursville, PA

Raymond James Financial

Keely Swartwood is a financial advisor at Raymond James Financial Services Advisors with four years of industry experience. She holds a Series 66 designation and has previously worked at H&R Block and the Department of Justice Federal Bureau of Prisons. Outside of advisory work, she prepares tax returns for individuals and businesses through Allegiance Tax Services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael S

Series 63, Series 65

Danville, PA

Cambridge Investment Research Advisors

Michael Stramara is a financial advisor with Cambridge Investment Research Advisors in Danville, PA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has prior experience with AIM, Inc. Outside of advising, he serves as Vice President and independent insurance agent for Associated Insurance Management Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using a range of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Eric K

Series 63, Series 65

Danville, PA

Cetera

Eric Kishbaugh is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 10 years of industry experience. He has been affiliated with Cetera Wealth Services, LLC since 2014 and also operates J & J Financial as a registered representative. In addition, he is an independent insurance agent specializing in health, fixed annuities, and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, supported by a large network of advisors and over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mary J

Series 63

Lewisburg, PA

Mass Mutual Investors Services

Mary Jansen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1996. Outside of her advisory work, she owns a rental real estate business in Shavertown, Pennsylvania. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Christopher H

Series 63, Series 65

Bloomsburg, PA

STIFEL

Christopher Howell is a financial advisor with Stifel in Bloomsburg, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, Howell is co-owner of Howiekling Aviation LLC and serves as a trustee of a non-family trust. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Alexander N

Series 66

Bloomsburg, PA

Thrivent Investment Management

Alexander Nole is a financial advisor at Thrivent Investment Management with a Series 66 designation and five years of industry experience. His prior work includes positions at Geisinger Health System and Government Employees Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning with written recommendations across various financial topics, offering clients the option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Business ownership considerations
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Stuart H

Series 66

Hughesville, PA

Edward Jones

Stuart Hague is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in local religious institutions, serving as pulpit supply for the Presbytery of Northumberland and chairing the Building & Finance committee at Bethel Linden Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Early retirement planning General retirement planning Retired Founder/Business Owner Executive
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Lisa S

Series 63, Series 65

Bloomsburg, PA

LPL Financial

Lisa Shilko is a financial advisor at LPL Financial with 25 years of industry experience. She has held positions at LPL Financial since 2018 and previously worked at M&T Securities, Inc. for over three decades. Outside of her advisory role, she is a 25% owner of LipTech LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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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Jeffrey M

Series 63, Series 65

Danville, PA

LPL Financial

Jeffrey Mckinnon is a financial advisor with LPL Financial in Danville, PA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and PNC Wealth Management. 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 management services, utilizing both internal research and third-party subadvisors across various strategies.

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

Series 63, Series 65

Milton, PA

Primerica Advisors

Brenda Blakeney is a financial advisor with Primerica Advisors in Milton, PA, holding Series 63 and 65 licenses and possessing 20 years of industry experience. She has been with Primerica Advisors since 2006 and has also worked with Primerica Financial Services since 2003. Prior to her financial career, she was employed by the Federal Bureau of Prisons for 25 years. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and roughly $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jared C

Series 66

Benton, PA

LPL Financial

Jared Cromley is a Series 66 licensed financial advisor with LPL Financial, based in Benton, PA, and has three years of industry experience. His prior work includes roles at MC Federal Credit Union and First Columbia Bank & Trust Co. He is also involved with OneJourney Investment Center, a related business entity. 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 investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and advisory technology tools.

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

Series 66

Lewisburg, PA

Edward Jones

Michael Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Cetera Investments Advisers LLC, Cetera Investment Services LLC, and First National Bank of Pennsylvania. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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