Alicia Wilson

Gregory Brawn is a financial advisor with Success Wealth Management LLC in Cambridge Springs, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Success Wealth Management and Success Financial Solutions since 2019, and previously spent 10 years with Waddell & Reed, Inc. and various insurance carriers through W & R Insurance Agencies. Success Wealth Management LLC serves individual and high-net-worth clients, providing discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory to customize asset allocation based on client goals and risk tolerances and utilizes technology tools for marketing and client meetings.

Stephen English is a financial advisor with CWA Asset Management Group in Centerville, PA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining CWA Asset Management Group, he worked at First National Bank for 13 years. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individuals, family offices, trusts, and institutional investors. The firm employs both active and quantitative investment strategies that utilize proprietary models and incorporate artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Susan Middleton is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently with Wealthcare Advisory Partners LLC and has previously been associated with Counsel Fiduciary, LLC and Thiel College. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline incorporating patented Wealthcare software and a behavioral economics framework, combining both passive and active strategies alongside dynamic rebalancing.

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Ethan Klie is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Kinley Carter Wealth Services and attended Grove City College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other investment vehicles.

James Oakes is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. He has been with OSAIC since 2016 and also owns Oakes Financial, where he oversees tax preparation and accounting. Outside of his advisory roles, he serves as a volunteer board member for the Meadville Area Sewer Authority and coaches girls varsity basketball at Crawford Christian Academy. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and access to multiple third-party money managers and wrap programs.