Bryce Vogel

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Zachary Honess is a financial advisor at Secure Asset Management, L.L.C. with six years of industry experience. He holds the Series 66 designation and has worked at Hancock Capital Management, Cadaret Grant, and Paceline Financial. Outside of his advisory role, he operates Paceline Financial, LLC, providing insurance services in Pennsylvania and Tennessee. Secure Asset Management primarily serves individual clients with personalized financial planning and discretionary investment management, alongside pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and focuses on client-specific investment strategies without maintaining traditional corporate client relationships.

Jonathan Beaton is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His previous roles include positions at Cambridge Investment Research, Securities America Advisors, LPL Financial, and Key Investment Services. Outside of advisory work, he is involved in insurance sales related to investment products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting using various investment models and custodian platforms.

Chad Baccus is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with GWN Securities since 2012. In addition to his advisory role, he is involved in selling life insurance, long-term care, and annuities through various insurance carriers for W&R Insurance Agencies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through managed-account programs and a variety of portfolio strategies on the Fidelity-supported FMAX platform.

Kevin Cox is a financial advisor with Merrill in Cambridge Springs, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Merrill since 2013 and Bank of America since 2014. Outside of his advisory role, Cox serves as president of the Steel City Alumni Association, a fraternity alumni organization, and holds board positions with a rural electrical cooperative and a county fair nonprofit. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Kristy Snippert is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. Her prior roles include positions at Northwest Bank, CCO Investment Services Corp, Natcity Investments, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. She is also involved with Northwest Bank in a non-investment capacity relating to bank partnerships. 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 and access to various asset management programs, supported by advisor-facing technology and a broad platform that integrates financial and banking services.