Ethan Callahan is a financial advisor with Trajan Wealth, L.L.C., holding a Series 65 credential and one year of industry experience. His prior roles include positions at Sound Income Strategies, LLC, and Bulletproof Financial, Inc. DBA PRES Financial, where he also engages in fixed insurance sales and retirement advisory services. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' risk tolerances and other factors, and integrates tax, estate, and insurance services into its planning process.

Lisa Guthrie is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. She holds a Series 63 designation and has operated her own CPA practice, Guthrie & Co. PC, providing tax, accounting, and audit services since 1994. Her background includes roles at Latitude Advisors and GWN Securities, and she is also licensed as an insurance agent focusing on life, health, and long-term care insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional clients with financial planning, discretionary portfolio management, and pension consulting. The firm combines client goals with valuation-driven and momentum-based model strategies and provides continuous monitoring and rebalancing, primarily on a discretionary basis.

Ryan Oswald is a financial advisor with Edward Jones in Wellsboro, PA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Mountain Home Magazine and Pop's Culture Shoppe. Outside of his advisory role, he owns and maintains a building leased to Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network, offering a range of advisory programs and investment solutions under a fiduciary standard.

Philip Lett is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Merrill, and Fidelity Investments. 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, and institutional platforms, utilizing a network of investment adviser representatives and technology tools for operational support.

Scott Clark is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at M&T Securities, Cetera, and Citizens & Northern Bank, where he also serves as Vice President and Trust Officer. Outside of his advisory work, he is a business owner of Coppersmith Valley, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions, supported by a large network of advisors and a variety of customized investment strategies.

Brian Tevlin is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2023. He has prior experience at Cetera and Citizens And Northern Bank, where he has worked since 2005. Tevlin also has a role involving non-variable insurance with MassMutual. 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 portfolios, and institutional platforms, supported by extensive technology and operational resources.

Jerad Rosendahl is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Infinex Investments, Inc., First Commonwealth Insurance Agency, and Equitable Advisors. Rosendahl is also involved with Northwest Bank, referring clients to bank partners as part of his duties. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Jeffrey Richardson II is a financial advisor with LPL Financial in Wellsboro, PA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining LPL in 2025, he worked at Citizens & Northern Bank and U.S. Bancorp Investments, INC., among other positions. 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 and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Edward Penner III is a financial advisor with LPL Financial in Wellsboro, PA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Cetera Investment Advisors and Cetera Investment Services LLC for seven years and has served at Citizens & Northern Bank for a decade. In addition to his advisory role, he works as a trust officer at Citizens & Northern Bank and is involved in selling whole life, term, and long-term care insurance through Mass Mutual. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.