Matthew Reitz

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 financial advisor at McKinley Financial with 27 years of industry experience. He holds the Series 66 designation and has previously worked at McKinley & Co., PC as a CPA and shareholder from 1983 to 2017, continuing as a CPA employee thereafter. Outside of financial advising, he has experience as a commercial building lessor. McKinley Financial serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and charitable organizations, providing discretionary portfolio management and pension consulting services. The firm typically manages accounts on a discretionary basis using model portfolios and long-term allocation strategies, with ongoing monitoring and periodic formal reviews.

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.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated investor services firm since 2008. In addition to his advisory role, Johnson is also an insurance agent specializing in life and fixed annuities, accident and health, property and casualty insurance lines. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third-party money managers and platform relationships to deliver tailored investment solutions.

Clarence Mercatoris III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He previously worked at Allegheny Investments Ltd for 13 years before joining Cambridge Investment Research Advisors in 2021. Outside of his advisory role, he is involved as an owner in energy and real estate ventures, including a gas and oil company and a hunting club. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm utilizes both proprietary and third-party investment strategies, providing discretionary and non-discretionary portfolio management across multiple platforms.