Chase Ryan Carmichael

Noah Rankin is a financial advisor at Green Leaf Advisors with Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies (NY Life), Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is also employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is an independent, fee-only investment adviser serving mostly individual clients along with pension and profit-sharing plans. The firm utilizes asset allocation and Modern Portfolio Theory with a mix of passive and active funds and offers retirement plan consulting uncommon for a solo practice.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Mutual of Omaha and its affiliated services since 2008. Outside of his advisory role, he is also licensed as an insurance agent across several lines including life, fixed annuities, accident and health, property, and casualty. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Kyle Cathcart is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney, he worked for Clarion County Adult Probation for five years. Outside of his advisory role, he serves as an assistant coach for middle school student athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. 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 municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Avari Schmader is a CFP®-credentialed financial advisor with three years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, Schmader spent 13 years teaching at North Clarion Jr./Sr. High School and three years at Clarion University of Pennsylvania. Schmader is also a member of the Clarion Rotary Club. 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, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Raymond Winslow is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Star Financial Services Group LLC since 2013. In addition to his advisory role, he provides income tax preparation services seasonally and occasionally performs bookkeeping and payroll tasks. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

Jennifer Fletcher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021, and previously served at CUNA Mutual Group and CUNA Brokerage Services, Inc. for nearly two decades. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. Their services integrate with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.