William Kisow

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.

Kyle Cathcart is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney, he worked for Clarion County Adult Probation for five years. Outside of his advisory role, he serves as an assistant coach for middle school student athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Avari Schmader is a CFP®-credentialed financial advisor with three years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, Schmader spent 13 years teaching at North Clarion Jr./Sr. High School and three years at Clarion University of Pennsylvania. Schmader is also a member of the Clarion Rotary Club. 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 diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.