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Michael C

Series 63, Series 65

Lewisburg, PA

LPL Financial

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.

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

Series 66

Lewisburg, PA

Edward Jones

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.

Retirement income strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retired Founder/Business Owner Executive
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Charles S

CFP®, Series 66

Sunbury, PA

Cetera

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.

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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Susan P

Series 66

Milton, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph N

Series 63, Series 66

Danville, PA

Raymond James Financial

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.

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

Series 66

Northumberland, PA

Edward Jones

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.

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

Series 63, Series 65

Hummel's Wharf, PA

Raymond James Financial

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.

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