Stephen Gerard English

Susan Middleton is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently with Wealthcare Advisory Partners LLC and has previously been associated with Counsel Fiduciary, LLC and Thiel College. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline incorporating patented Wealthcare software and a behavioral economics framework, combining both passive and active strategies alongside dynamic rebalancing.

Alicia Wilson is a financial advisor at PNC Wealth Management with three years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott from 2015 to 2025 before joining PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

Sarah Irwin is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and totaling 18 years of industry experience. She has worked at Ameriprise since 2010 and spent one year at Guiding Hands. Outside of her advisory role, she is a commissioned Notary Public. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kenneth Bodamer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Servis One Inc d/b/a BSI Financial Services for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Watson is a financial advisor with Edward Jones in Titusville, PA. He holds Series 63 and Series 66 designations and has 39 years of industry experience, including 28 years with Edward D. Jones & Co., L.P. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Brumagin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Lincoln Financial Advisors, and Waddell & Reed. Outside of his advisory work, Brumagin serves on several nonprofit boards, including a local planning commission, a little league board, and a school district board. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and financial planning through a network of investment adviser representatives.