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Jodee Lynn Harris

Advisor at OSAIC Institutions, INC. — Ligonier, PA

Updated today

Credentials

Series 66

Experience

23 years

Location

Ligonier, PA 15658

OSAIC Institutions, INC. logo

OSAIC Institutions, INC.

Enterprise

Total advisors

541

Across 354 offices

Clients per advisor

29 Very Low

Avg AUM per client

$308,738 Low

HNW client ratio

0% Very Low

About

Jodee Harris is a Series 66-licensed financial advisor with 23 years of industry experience, currently affiliated with OSAIC Institutions, Inc. She has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth since 2007. Outside of her advisory roles, Harris is involved in event planning and fundraising as the coordinator for the Derry Area Class of 88 Reunion, and she co-owns an online and in-home clothing sales business, LulaPi LLC, as well as operating a vacation and travel planning service called Your Hero's Journey. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model with a focus on customized advisory services, offering discretionary and non-discretionary options, financial planning, and access to alternative investments and lending solutions.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

See office

Ligonier, PA

1506 Route 30

Ligonier PA 15658

Advisors at this office

1

Most active in

Pennsylvania

Work history

23 years of industry experience

Infinex Investments, Inc.

2015 - Present • 11 years

Meriden, CT

First Commonwealth

2007 - Present • 19 years

Indiana, PA

Financial Foresight Group, Inc.

2004 - 2005 • 1 year

Pittsburgh, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the sole advisor at Rodino Wealth Management LLC, holding a Series 66 designation with three years of industry experience. He previously worked at Ameriprise Financial Services, LLC for two years and was self-employed prior to founding his current firm in 2025. Rodino also maintains a licensed insurance agent activity that occupies less than 10% of his time. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment programs based on client goals and risk tolerance, conducts quarterly reviews including tax-loss harvesting, and manages each account separately using Charles Schwab & Co. as custodian.

General estate planning guidance Charitable giving & philanthropy
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Laura M

CFP®, Series 65

Ligonier, PA

Manion Financial Solutions LLC

Laura Manion is a CFP® and holds a Series 65 license, with two years of experience in financial advising. She is the principal of Manion Financial Solutions LLC and has prior experience as a self-employed tutor and as an educator at Live Oak School. Outside of advising, she tutors K-12 students for approximately 20 hours per week. Manion Financial Solutions LLC provides fee-only financial planning services primarily for individuals and high-net-worth clients through various engagement types. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars, utilizing multiple analytical approaches and accommodating socially responsible investment preferences.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Nick A

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Nick Allen is a financial advisor at Covington Investment Advisors, Inc. in Ligonier, PA, holding a Series 65 designation with six years of industry experience. He has been with Covington Investment Advisors since 2018 and previously worked at Indiana University of Pennsylvania from 2015 to 2019. Covington Investment Advisors is a fee-only, SEC-registered firm serving individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm focuses on long-term fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerances, managing most assets on a discretionary basis.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Jacob D

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Jacob Devlin is a financial advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at PNC Financial Services, Hollister, Giant Eagle, and the Penn-Trafford School District. Covington Investment Advisors is a fee-only, SEC-registered firm providing personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing most assets on a discretionary basis.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Colten M

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Colten Mc Cutcheon is a financial advisor at Covington Investment Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at BNY as well as in educational and community roles including Saint Vincent College and Greater Latrobe High School. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to client goals and risk tolerance.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Samuel C

Series 65

Johnstown, PA

Wealth Advisors Network, Inc.

Samuel Catanese is a Series 65-licensed advisor with eight years of industry experience, currently with Wealth Advisors Network, Inc. He has been associated with Catanese & Vulcan since 1976. Outside of his advisory role, he serves as Treasurer and Board Member for both the Murtha Foundation and the Camp Catanese Foundation. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm emphasizes diversification and active management, using various investment vehicles and risk profiling to align portfolios with client objectives.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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