Donald Galade is the principal advisor at GFS Financial Advisors, LLC in Hazleton, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been associated with GFS Financial Advisors since 2010 and also operates Galade Financial Services, Inc., an independent insurance agency providing insurance products and precious metals sales. Additionally, he owns Cheradon and Associates LLC, a business consulting firm focused on employee benefits. GFS Financial Advisors serves individuals and high-net-worth clients with fee-based financial planning and advisory services, primarily acting as a co-advisor and referral intermediary. The firm generally does not manage client portfolios directly but helps clients select third-party money managers while offering a subscription newsletter called Money Matters.

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

Timothy Monson is a Series 65-licensed advisor with Fiat Wealth Management in Orangeville, PA, where he has worked since 2022. He has four years of industry experience and previously worked for eight years at Hawkins Chevrolet. Outside of advising, Monson owns and operates an automotive detailing business. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, pensions, trusts, charitable organizations, and business entities, offering services including financial planning, discretionary portfolio management, and tax-related planning. Fiat uses third-party model portfolios and sub-advisers, emphasizing tax-sensitive strategies and a range of investment products.

Lynn Appelman is a financial advisor with Trustmont Advisory Group, Inc., holding the Series 63 designation and bringing 42 years of industry experience. She has been with Trustmont Advisory Group and its affiliated entity since 2004. Outside of advisory work, she owns land used for an agricultural program. Trustmont Advisory Group serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach drawing on a wide range of public research sources and manages approximately $1.3 billion in assets.

Andrea Empie is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2015. She previously worked at MSI Financial Services, Inc. for six years. Empie is also involved in life insurance brokerage activities through her roles with Penn Mutual Life Insurance Company and Daddio Financial Advisors LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

James Mccann is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2016 and 2018, respectively. Mccann serves as board chair and finance committee member for Central Susquehanna Sight Services and is an advisory board member of the Community Giving Foundation, a local organization that distributes grants to nonprofit social service agencies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Randy Rutkoski is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2012, including time at PNC Investments LLC and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Michael Vergari is a CFP® certified financial advisor with 15 years of industry experience, currently with Janney Montgomery Scott. He has spent the majority of his career at Janney, working there from 2011 to 2020 and returning in 2021. Outside of his advisory work, Vergari serves as a volunteer board member for the Conyngham Valley Civic Organization and is involved with the Pastor Relations Committee at Black Creek United Methodist Church. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Jennifer Karnoski is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2004. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering services such as brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Craig Ulrich is a financial advisor with GWN Securities Inc. in Bloomsburg, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with GWN Securities since 2011. Outside of his advisory role, he works with fixed annuities and various insurance products. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation methods and tactical strategies.

Ben Moore is a financial advisor at Lincoln Investment with two years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities and Principal Life Insurance Company. Outside of advisory work, he is co-owner of Moore Produce, a wholesale and retail fruit and vegetable business. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management and research team that develops strategic model portfolios and employs third-party managers.

John Schwear Jr. is a financial advisor with Janney Montgomery Scott in Hazleton, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, Schwear is involved in several community organizations, serving on multiple boards including Can Do Inc., Pathway to Recovery, and the Greater Hazleton Civic Partnership, among others. He also operates a small window tinting business on a limited basis. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities. The firm offers brokerage services, financial planning, consulting, and a range of wrap/advisory programs, combining in-house and third-party portfolio management.

Robert John is a financial advisor with Wells Fargo Advisors in Drums, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he owns RJ ARAS CORP, a support company for his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria.

Jace Whitaker is a financial advisor with Wells Fargo Advisors in Hazleton, PA, holding a Series 66 license and having two years of industry experience. Prior to his advisory role, he worked in various positions including at Double Diamond Resorts. He serves as Treasurer for the United Way of Greater Hazleton, participating in financial oversight and board communications. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Ronald Amentler is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 1992. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Beagle is a CFP® with 19 years of industry experience, currently serving at LPL Financial and First Columbia Bank & Trust since 2006. He holds the roles of Senior Vice President and Chief Wealth Management Officer at First Columbia Bank and is also an instructor of finance, marketing, and management at Bloomsburg University of Pennsylvania. Outside of his advisory work, he contributes to a fantasy baseball website and occasionally umpires for Bloomsburg Little League. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning and model portfolio programs, supported by a large network of advisors and integrated technology tools.

Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Patrick Reilley is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 34 years of industry experience. He worked at Lincoln Investment Planning, Inc. for 33 years before joining LPL Financial in 2026. Outside of his advisory work, he serves on the Board of Directors for UNB Bank Mt Carmel and previously operated a business supplying solar panels to the Dominican Republic. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive advisor tools and a broad platform of affiliated financial services.

Jack Howell is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. Prior to joining Stifel, he held positions at The Links at Hemlock Creek, Wilkes University, TY Delta Motors, Keyser Construction, and the Bloomsburg School District. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Bradley Swisher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Cambridge since 2019 and previously was affiliated with Royal Alliance Associates and Signator Investors. Swisher also owns Swisher Financial, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management platforms and strategies.

William Feudale Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He previously worked at INVEST Financial Corporation, SagePoint Financial, Penn Investment Advisors, AMP Asset Management, and MSI Financial Services. He is also the proprietor of Feudale Financial Services, LLC, which operates an insurance agency offering term, whole, universal, disability, and long-term care insurance. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Ryan Mcandrew is a financial advisor with LPL Financial based in Hazleton, PA, holding Series 63 and Series 66 licenses and with six years of industry experience. He has worked at Northwest Bank since 2018 and has a background that includes roles at The Pennsylvania State University and Happy Valley Brewing Company. 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 financial planning and a variety of investment programs, combining advisory and brokerage services through a large network of investment adviser representatives.

Nicholas Kubishin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He concurrently operates Kubishin & Ator, PC, providing accounting and tax services related to investments. Prior to joining Cetera, he held positions at several academic institutions and worked with the Scranton/Wilkes-Barre Railriders. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services.

Franklin Ator is a financial advisor with Cetera who holds a Series 63 designation and has 24 years of industry experience. He has worked with Cetera since 2000 and is a 50 percent shareholder of Kubishin & Ator, PC, a CPA firm. Outside of financial advising, he is involved as a shareholder and officer in a grocery store business. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program platforms and custodial relationships.

Sondra Turnbach is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Private Advisor Group, LLC, Capital Planning Wealth Management, and First Columbia Bank and Trust Co. in Berwick, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Christopher Howell is a financial advisor with Stifel in Bloomsburg, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, Howell is co-owner of Howiekling Aviation LLC and serves as a trustee of a non-family trust. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Alexander Nole is a financial advisor at Thrivent Investment Management with a Series 66 designation and five years of industry experience. His prior work includes positions at Geisinger Health System and Government Employees Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning with written recommendations across various financial topics, offering clients the option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

William Horan is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has worked at M&T Securities since 2002 and joined LPL Financial in 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 a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Kubishin is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2001. In addition to his advisory role, Kubishin is an owner and officer at Kubishin & Ator, PC, an accounting firm, and serves as a shareholder and officer involved in financial decisions at a grocery store. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Lisa Shilko is a financial advisor at LPL Financial with 25 years of industry experience. She has held positions at LPL Financial since 2018 and previously worked at M&T Securities, Inc. for over three decades. Outside of her advisory role, she is a 25% owner of LipTech LLC. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.

James Dunn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory role, Dunn serves as an assistant football coach at Columbia Montour Vo-Tech. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through its network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Elizabeth Kelchner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and beginning her industry career in 2026. Her prior experience includes roles at State Farm and New York Life, as well as coursework toward a ChFC designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based planning without discretionary trading authority. The firm’s approach includes broad written recommendations and an option to combine planning with managed accounts under a consolidated billing structure called “WealthPlan.”

Jared Cromley is a Series 66 licensed financial advisor with LPL Financial, based in Benton, PA, and has three years of industry experience. His prior work includes roles at MC Federal Credit Union and First Columbia Bank & Trust Co. He is also involved with OneJourney Investment Center, a related business entity. 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 financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and advisory technology tools.

David Saul is a financial advisor with Thrivent Investment Management in Bloomsburg, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans since 2005 and Thrivent Investment Management since 2004. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Richard Houseknecht is a financial advisor with Primerica Advisors in Hazle Township, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001, respectively. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Robert Cragle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Cambridge Investment Research, Royal Alliance Associates, and Signator Investors. He also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Samuel Nalesnik is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining LPL Financial, he worked at Northwest Bank, Wagner, Dreese, Elsasser & Associates, P.C., and BBD, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and asset management solutions.

Deron Glickert is a financial advisor at Edward Jones with 15 years of industry experience and holds Series 63, 65, and 66 designations. His prior roles include positions at Wealth Resources Network and LPL Financial, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of financial advisors and branch offices in the industry.

Matthew Manfredi is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Manfredi also owns and manages Manfredi and Associates, an advisory business based in Hazleton, PA. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Thomas Seigendall is a financial advisor with Edward Jones in Hazleton, PA, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, all with Edward Jones since 2006. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Kokinda is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at M&T Securities since 2003, joining LPL Financial in 2021. Kokinda is also associated with Wilmington Advisors @ M&T, an investment-related business. 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, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Donald Glickert is a financial advisor at Edward Jones with 26 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as an adviser to Faith Assembly of God. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ryan Keegan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank, and Pacer Financial, as well as a position at The Pennsylvania State University. 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 model portfolio programs, supported by a large network of investment adviser representatives.