C&N Wealth Management Welcomes Industry Veteran Jim Foote, CRPS®

Jim Foote C&N Retirement Plan Services Department Manage

DOYLESTOWN, PA - C&N (Citizens & Northern Corporation, NASDAQ: CZNC), expands its Wealth Management team with the addition of Edward "Ted" Kamradt as VP & Senior Wealth Advisor and Craig Morgenstern as VP & Senior Investment Officer, both located in the Doylestown, PA office.

Ted Kamradt, who most recently held a wealth management position with Citizens Bank, is joining C&N as Senior Wealth Advisor. In his previous role, Ted led a team of Financial Advisors, cultivating strong relationships across the greater Philadelphia area. He earned a Juris Doctor (law) degree from the University of Connecticut School of Law before pursuing his career in wealth management and working for several large firms, including Fidelity Investments and Vanguard. A Certified Financial Planner (CFP®), Ted is based in the Doylestown area, where he'll focus on financial planning, estate planning and wealth management for existing and new clientele.

Matt Bower, EVP/Chief Wealth Management Officer, said, "Ted has exceptional industry experience. His background and credentials provide our team with a very talented resource, positioning him and C&N Wealth Management as a competent and competitive presence in the region. His addition dramatically changes our client servicing and business development capability across the entire Southeast."

Craig Morgenstern, C&N's newest Senior Investment Officer, brings over 15 years of experience in investment strategy, portfolio management and financial planning to C&N. Craig holds a Chartered Financial Analyst (CFA®) designation, the highest recognition in the investment management industry. Craig also holds the Certified Financial Planner (CFP®) designation.

Philip Prough, SVP/Chief Investment Officer, said, "We are thrilled to welcome Craig to the team and look forward to the value he'll bring to our clients and community members in the region." Craig, who earned bachelor's degrees in Finance and Accounting from the University of Maryland, has advised complex family groups and institutions on investment policy, portfolio construction, and tax-efficient implementation. "He will be a key contributor to the expansion of our equity portfolios and the advancement of investment offerings at C&N," said Prough.

Craig resides in Newtown, PA and maintains a deep commitment to the community, serving on The College of New Jersey Foundation, as Treasurer and Finance Committee Chair, and as member of the Board of Directors of Greenwood House, a local senior living facility.

As C&N continues to build its presence in the region, these additions to its team in the Greater Philadelphia area place even more emphasis on its comprehensive, relationship-based approach to financial services in the region. Visit Ted, Craig or the other financial experts in one of C&N's local offices in Doylestown, Newtown or Chesterbrook, PA.

DOYLESTOWN, PA - C&N Wealth Management (Citizens & Northern Corporation, NASDAQ: CZNC), proudly announces the appointment of Jim Foote, CRPS® to its Wealth Management team as Retirement Plan Services Department Manager. With over three decades of experience specializing in corporate retirement plans, Jim Foote brings a wealth of expertise and a track record of success to C&N.

Throughout his career, Jim Foote has seamlessly transitioned more than 1,200 retirement plans, establishing himself as a trusted problem solver in the field. His approach is characterized by a commitment to enhancing plan efficiency, streamlining administration processes, and tailoring retirement solutions to meet individual needs. Jim possesses a deep understanding of all the intricate components that comprise retirement planning, allowing him to optimize solutions for both businesses and their employees.

Prior to joining C&N Wealth Management, Jim held key roles at reputable financial, including Stonebridge Financial Group, where he focused on serving the greater Philadelphia area. He also excelled as Vice President - Sales & Marketing at RetireWell Administrators, Inc. and spent an impressive 27 years at One America, where he ascended to the position of Regional Sales Director - Retirement Service. His journey in the financial sector commenced as a Retirement Sales Consultant at The Copeland Companies.

Jim Foote is a distinguished alumnus of the University of Dayton, holding a bachelor's degree in business management and marketing. Beyond his professional accomplishments, Jim is a devoted family man, sharing his life with his wife, Yvonne, and their two children, Nolan and Presley. In his leisure time, he generously devotes his energy to coaching Presley's travel softball team. Away from the diamond, Jim is an avid traveler with his family and an unwavering supporter of Philadelphia's professional sports teams. Additionally, Jim and Yvonne are actively engaged in philanthropy, extending support to several cancer charities and volunteering for their children's parent-teacher organization at school.

Matt Bower, EVP/Chief Wealth Management Officer, adds, "Jim's appointment reinforces C&N Wealth Management's commitment to its relationship-based model, delivering top-tier retirement planning services. His unparalleled experience and dedication make him a valuable addition to the team."

With Jim Foote's leadership in place, C&N looks forward to strengthening its ability to provide clients with tailored, industry-leading financial solutions.

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