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.

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.

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.

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.

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.

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.

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.

Alexander Worhacz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at M&T Securities and M&T Bank since 2011 in roles including Senior Relationship Banker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Timothy Novatnack is a financial advisor with Raymond James Financial in Danville, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including long-term roles at Raymond James and Fulton Bank. Outside of his advisory work, he is involved in investment sales and service at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.

Janine Birch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her background includes roles at General Health Resources and multiple academic institutions, alongside a long tenure with Primerica Financial Services dating back to 1998. She is involved in the sale of home security and automation products through a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing options.

Charles Schlegel III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advisory work, he is an independent insurance agent specializing in various insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment strategies and advisory services through a nationwide network of over 10,000 advisors.

Michael Camacho is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior work includes roles at M&T Securities, Valic Financial Advisors, Cetera Advisors LLC, and Quick & Reilly, Inc. He has been with LPL Financial since 2021. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with a broad range of investment strategies supported by operational and research tools.

Daniel Myers is a financial advisor with Edward Jones in Lewisburg, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at U-Haul and Lendmark Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Charles Schlegel IV is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 2015 and also operates Schlegel Financial Group, where he serves as a financial professional and insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Defalco is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, Inc., Service 1st FCU, Applied Underwriters, and his own consulting firm, Defalco Consulting. 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 management services, utilizing both proprietary and third-party strategies across various platforms.

Susan Peggs is a financial advisor with Ameriprise in Milton, PA, holding a Series 66 designation and 21 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2003. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on retirement income strategies and tax-aware withdrawals.

Joseph Novatnack is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Citi, Prudential Insurance Company of America, and The Vanguard Group. Novatnack is also associated as an employee with Fulton Financial Advisors in Danville, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning methods that utilize risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brad Buch is a financial advisor with Edward Jones in Northumberland, PA, holding a Series 66 designation and having 10 years of industry experience. He has worked at Edward Jones since 2016 and is also president of Buch Custom Homes, Inc., a building business established in 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.