Susan Grinnell Middleton

Mariah Magness is a financial advisor at Magness Wealth Management with Series 63 and Series 65 licenses and one year of industry experience. Prior to founding her independent firm, she worked at United Planners Financial Service and OneAmerica Securities. Outside of advising, she operates a business selling a financial tracking template on Etsy. Magness Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm employs a blend of modern portfolio theory and both passive and active investment techniques, utilizing fundamental, technical, and charting analysis, and incorporates third-party AI tools alongside human review in its research process.

Stephen English is a financial advisor with CWA Asset Management Group in Centerville, PA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining CWA Asset Management Group, he worked at First National Bank for 13 years. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individuals, family offices, trusts, and institutional investors. The firm employs both active and quantitative investment strategies that utilize proprietary models and incorporate artificial intelligence, offering globally diversified portfolios tailored to client objectives.

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.