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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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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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Alexander H

Series 63, Series 66

Selinsgrove, PA

Cetera

Alexander Hoppes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and four years of industry experience. His career includes roles at Cetera Investment Services LLC, The Northumberland National Bank, and Fulton Bank. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals across wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with more than 10,000 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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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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Nathan W

Series 65, Series 63

Lewisburg, PA

LPL Financial

Nathan Wagner is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and six years of industry experience. He has previously worked with Good Life Advisors, LLC and Blaise Alexander Ford. Wagner is involved in administrative support for Good Life Advisors, an independent investment advisory firm. 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 portfolio programs, and institutional platforms, with a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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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Terra D

Series 63, Series 66

Selinsgrove, PA

Edward Jones

Terra Decker is a financial advisor at Edward Jones in Selinsgrove, PA, with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Kish Bank for 17 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Financial Professional Doctor or Medical Professional
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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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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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David S

Series 66

Bloomsburg, PA

Thrivent Investment Management

David Saul is a financial advisor with Thrivent Investment Management in Bloomsburg, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans since 2005 and Thrivent Investment Management since 2004. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations
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Michael B

Series 63, Series 65

Lewisburg, PA

LPL Financial

Michael Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial since 2015 and previously worked at MSI Financial Services, Inc. from 2013 to 2015. Barrett is also associated with Good Life Advisors, LLC. 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, 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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David S

Series 63, Series 65

Lewisburg, PA

OSAIC

David Shrom is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 29 years. Outside his advisory role, he owns Shrom Associates, a sole proprietorship focused on life insurance and variable annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors and utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

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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Stephen E

Series 63, Series 65

Sunbury, PA

Cetera

Stephen Engle is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 35 years of industry experience. He has worked at Cetera since 2025 and previously spent over three decades with Purdy Insurance Agency, where he remains active as an insurance agent specializing in life, health, and fixed annuities. Engle also serves as an elected board member of the Community Giving Foundation in Sunbury, PA. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

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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Sheri M

Series 66

Selinsgrove, PA

Edward Jones

Sheri Marshall is a financial advisor at Edward Jones in Selinsgrove, PA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Arthrex Inc and Novus Surgical. Outside of her advisory role, she is the managing partner of Oleve Solutions LLC, a company formed to purchase real estate and consolidate rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary solutions, and provides affiliated mutual funds, tax-efficient services, and a securities-based lending option.

Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Executive Doctor or Medical Professional Intergenerational Families LGBTQIA
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Charles S

Series 66

Shamokin Dam, PA

Edward Jones

Charles Straub is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Philip L

Series 63, Series 65

Northumberland, PA

Edward Jones

Philip Leiby is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Charles Schwab & Co., Inc. for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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