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Lyndsey J

Series 66

Coudersport, PA

Edward Jones

Lyndsey Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at UPMC Cole and Blake Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs supported by a large network of financial advisors and branch offices across the country.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Benjamin H

Series 63, Series 66

Coudersport, PA

LPL Financial

Benjamin Howe is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked at LPL Financial since 2023 and previously held roles at Cetera Investment Advisor LLC and Cetera Investment Services LLC. Howe is also employed by Citizens & Northern Bank and has upcoming roles with Northern Tioga School District and Cummins Cider Mill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to both proprietary and third-party investment strategies.

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

Series 66

Coudersport, PA

Edward Jones

Ryan Jones is a financial advisor at Edward Jones in Coudersport, PA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he teaches a non-credit continuing education course on the stock market and investing at Indiana University of Pennsylvania. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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