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 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at M&T Bank and M&T Securities since 2011 and 2012 respectively, and joined LPL Financial in 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

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.

Kimberly Heimbach is a financial advisor with Edward Jones in Bloomsburg, PA, holding the ChFC® and Series 66 designations and having 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she co-owns a rental property managed by her husband where their son resides. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 licenses and 29 years of industry experience. His prior work includes roles at M&T Securities and VALIC Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides financial planning, advisory programs, and retirement plan consulting supported by research and model portfolios.

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 with LPL Financial in Danville, PA, holding a Series 66 designation and four years of industry experience. His prior work experience includes roles at CUNA Brokerage Services, Applied Underwriters, and running Defalco Consulting. He is involved with Service 1st FCU, where he maintains an ongoing position alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

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 previously worked at Citi, Prudential, Vanguard, and Fulton Bank. Novatnack holds Series 63 and Series 66 licenses and is based in Danville, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Lorna Gessner is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has been associated with several related entities within the Fulton Financial Corporation since 2015. In addition to her advisory roles, she owns and operates Bucktail Farm, an agricultural business. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional portfolio management.