Charles Johnson

Noah Rankin is a financial advisor with Green Leaf Advisors LLC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to founding Green Leaf Advisors, he worked at Eagle Strategies LLC, Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is a fee-only independent investment adviser serving individual clients, pension and profit-sharing plans, and plan sponsors. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing a mix of passive and active funds, ETFs, and third-party managers, while also providing retirement plan consulting and ERISA 3(38) investment management services.

Logan Reed is a CFP® professional at McKinley Financial with five years of industry experience. He has been with McKinley Financial since 2019 and previously worked at McKinley & Co, PC, Clarion University of PA, and CRW Home Center. McKinley Financial is a four-advisor team that provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages approximately $97 million using discretionary portfolio management with model portfolios and a mix of mutual funds and ETFs, applying strategies such as Modern Portfolio Theory and long-term purchase approaches.

Nicholas Nosker is a financial advisor at McKinley Financial with four years of industry experience. He holds a Series 65 designation and has worked previously at Clyde, Ferraro & Co. LP. He is also a 20% shareholder and officer (Secretary/Treasurer/CFO) of McKinley & Co., PC, a CPA firm affiliated with his advisory practice. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets on a discretionary basis using model portfolios and a combination of mutual funds and exchange-traded funds, applying methods such as Modern Portfolio Theory and long-term purchase strategies.

Mark McKinley is a CFP® with 26 years of industry experience, currently serving at McKinley Financial in Brookville, PA. He has been with McKinley Financial Advisors and its affiliated firm McKinley & Co., PC since 2003, holding roles including shareholder and CPA. Outside of advisory work, he has experience as a CPA and has owned a commercial building leasing business. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets primarily on a discretionary basis using model portfolios and a mix of mutual funds and ETFs, applying strategies such as Modern Portfolio Theory and long-term purchase approaches.

Samuel Mckinley is a financial advisor at McKinley Financial with 12 years of industry experience. He holds a Series 63 designation and has been associated with McKinley Financial Advisors, Inc. since 2016. Outside of his advisory role, he serves on the board of Historic Brookville, Inc., where he is responsible for bookkeeping. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets primarily on a discretionary basis using model portfolios and a mix of mutual funds and ETFs, employing strategies such as Modern Portfolio Theory and long-term purchase approaches.

Mark Luchesa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011 and also operates Marcello Wealth Management, Inc., where he offers fixed annuity products. Additionally, he serves as a board member of the Marcello Charitable Trust. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.