Mariah Lynn Magness

Susan Middleton is a financial advisor at Wealthcare Advisory Partners LLC with CFP®, CFA®, and Series 65 credentials and four years of industry experience. She has worked with Counsel Fiduciary, LLC since 2006 and was previously employed at Thiel College from 2016 to 2020. She maintains a dual registration as an Investment Advisor Representative for Counsel Fiduciary, LLC for transitional purposes. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process supported by proprietary technology.

Patrick Scherer is a CFP® and ChFC® with six years of experience in financial advising. He currently works at Compound Planning, Inc. and has held prior roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program (TAMP) for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing a range of strategies including low-cost ETFs, direct indexing, and alternatives.

Stephen Uzonyi is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Raymond James & Associates for three years and at Pioneer Funds Distributor, Inc. for eleven years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services using a variety of investment strategies and platforms, including fundamental, technical, and quantitative analysis, as well as alternative and proprietary products.

Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary of the Masonic Hall Association in Oil City, PA. 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 broad client base and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Joseph Shields is a Series 66 licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2025. Prior to this, he held positions at OneAmerica Securities and American United Life and has a background that includes education roles. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Reese Stiller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has five years of industry experience, including prior roles at OneAmerica Securities and American United Life. Outside of his advisory work, Stiller is involved in several business ventures, serving as president of multiple entities related to consulting, insurance, and accounting services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and uses a variety of custodians and third-party money managers to implement client strategies, with a significant portion of assets managed on a non-discretionary basis.