Patrick Scherer is a CFP® and ChFC® with five years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2025. His prior experience includes roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers both discretionary and non-discretionary portfolio management with customization options and ongoing client oversight.

Kyle Cathcart is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and previously worked in adult probation before joining Janney. Outside of his advisory role, he serves as an assistant coach for middle school athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Avari Schmader is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Janney Montgomery Scott with two years of industry experience. Prior to joining Janney, Schmader worked at Clarion University of Pennsylvania and North Clarion Jr./Sr. High School. Schmader is a member of the Clarion Rotary Club. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors and more than 235,000 clients. The firm offers a broad range of services including portfolio management, financial planning, and retirement plan advisory for individuals, corporations, charities, and institutional accounts, utilizing a multi-channel investment platform and integrated portfolio management solutions.

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, he serves as president of several non-investment-related businesses, including a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base ranging from individuals to institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and money managers, primarily managing non-discretionary assets through both fee-based and commission-based options.

Elijah Busch is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has worked at firms including OneAmerica Securities and Western and Southern Life. Outside of his advisory role, he is involved in several business ventures, including serving as vice president of an accounting firm and co-owner of an entertainment company. United Planners Financial Services serves a diverse client base ranging from individuals to institutional clients and offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party managers, with a focus on largely non-discretionary asset management.

Mariah Magness is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. She has been in the financial services industry since 2024, with prior experience at OneAmerica Securities and American United Life. Outside of advisory work, she owns a business selling a financial tracking template on Etsy. United Planners Financial Services serves a broad range of clients, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of independent advisors.

Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on several local boards, including the Clarion Rotary Board, the Clarion County Economic Development Corporation, and the Clarion Blueprint Community. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

Casey O'Toole is a financial advisor at Janney Montgomery Scott with a Series 66 designation and experience in the financial industry beginning in 2025. Prior to joining Janney, Casey worked at Clarion County Community Bank for eight years and Northwest Bank for eleven years. He serves on several local boards focused on housing and community redevelopment in Clarion County, including the Clarion County Housing Authority, the Clarion County Redevelopment Authority, and the Clarion County Housing Development Corporation, and volunteers regularly with the Clarion Rotary and Edenburg Masonic Lodge. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services to individuals, high-net-worth clients, corporations, charities, and institutions, utilizing multiple investment platforms including in-house portfolio management through Janney Capital Management.

Jason Domer is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments since 2020, following prior roles at Citizens Bank and Waddell & Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Patricia Doverspike is a CFP® and holds a Series 66 license, with six years of experience in the financial services industry. She has been with Janney Montgomery Scott since 2019, following a long tenure at Corporate Risk Holdings, LLC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, retirement plan consulting, and brokerage for individuals, corporations, charities, and institutional clients.

Jennifer Williams is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Sandra Young is a CFP® professional with 37 years of experience in the financial services industry. She is currently with Raymond James Financial and has held roles at Fidelity and Guarantee Life Insurance, Wolf Financial Services, and operates SJ Young Financial Services LLC. She is the owner of SJ Young Financial Services LLC, where she manages branch operations and staff support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a significant focus on advisory and implementation-support services.

Hayley Hewlett is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has prior work experience at Grant Thornton and the University of Pittsburgh. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Matthew Best is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial in 2023. Best is co-owner of Best Wealth Management, a business he runs with his spouse. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Barbara Stroup is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she acts as a notary for in-house client documents. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Valerie Lyle is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals and institutional entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Patton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Cetera Financial Specialists LLC and Pat Merwin Realty. He is also involved in real estate through Pat Merwin Realty. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs.

Casimir Karnish is a financial advisor at LPL Financial with 45 years of industry experience. He has been with LPL Financial since 1998 and holds a Series 63 designation. Karnish also sells fixed annuities and long-term care insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Francis Geary is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been affiliated with various Fidelity entities since 2000, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lane Cicciarelli is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to his current role, his background includes various positions and full-time studies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Fiore is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience and has been with MassMutual Investors Services and MassMutual Life Insurance Co since 2015. Outside of his advisory role, he is a partner in a business managing payroll for administrative staff. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Scott Konwinski is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017, following five years at Wells Fargo Advisors. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Matthew Wagle is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee for Bridge Builders Community Foundations and acts as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Mong is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Mong serves as the head swim coach for the Franklin Area School District in Franklin, PA. 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 and investment options, supported by a large network of financial advisors and branch offices nationwide.

Braeden Marburger is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he was affiliated with the University of Pittsburgh and has work experience outside finance in the service industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers a variety of in-house and third-party investment options.

Ronald Peters is a CFP® and ChFC® with 39 years of experience in the financial services industry. He is currently affiliated with Cetera and Vicus Capital, and has held prior roles at Strategic Lifestyle Advisors, Cetera Wealth Services, Vantage Financial Group, and CPL Financial Group. Outside of his advisory work, he serves as an elected board member of the Clarion Forest County Visiting Nurses Association. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Lori Sibble is a financial advisor with Edward Jones in Seneca, Pennsylvania, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she serves as a board member for the Fertigs Cemetery Association and is involved with Grace Baptist Church’s audit review process. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary investment strategies.

Lance Cicciarelli is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds a Series 66 license and is based in Clarion, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Michael Bonnett is a financial advisor with LPL Financial in Shippenville, PA, holding CFP® and ChFC® designations and over 27 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 1998. Outside of his advisory role, he operates Berteotti Insurance & Financial Services in Shippenville. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and customized investment arrangements.

Courtney Hunsberger is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including Nationwide Securities LLC and Iron Point Financial, before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, supporting clients with tailored, non-discretionary advice.

Michael Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Edward Jones. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Queen Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc., Transamerica Capital Inc., and Tsc Distributors, LLC. Outside of his advisory work, he is employed by the National Ski Patrol. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Warren Mathe is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he serves on the Parish Pastoral Council at St Ferdinand Catholic Church in Rochester, NY, and acts as co-trustee for the Thomas J Duddy Trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Zachary Garbarino is a financial advisor at Edward Jones in Clarion, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Stackhouse Mgmt/Jones Estates LLC and worked in retail and construction-related roles. He is co-owner of The Docktors LLC, a local business that installs and removes docks in the Clarion area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets and supported by a broad network of financial advisors and branch offices nationwide.

Halle Denman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Her prior work includes roles at FedEx, Oxford Global Resources, and ConnectiveRx, as well as service with AmeriCorps NCCC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Chad Skoch is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PNC Bank, Citizens Bank, and Huntington Bank, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Williams is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Clarion, PA. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he serves on the Finance/Audit Committee for Clarion Fire & Hose Co No 1. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Sherri Eadie is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is a wildland firefighter and owns Hilltop Farms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Richard Hewlett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Before joining LPL Financial in 2021, he worked at Pacific Select Distributors and Pacific Life from 2008 to 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, delivering services through a large network of investment adviser representatives.

Mitchell Kyser is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes five years at Lincoln Investment and experience at Northwest Bank and Tim Hortons. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Mc Connell is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2017. Prior to that, he was employed at Ameriprise Financial Services, Inc. and briefly operated The Alley Studio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Kimberlie Bowden is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ashlee Goodman is a Series 66-licensed financial advisor with Raymond James Financial, based in Seneca, PA, and has six years of industry experience. She also works as an independent contractor for SJ Young Financial LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and outside managers.

Zachary Embry is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Farmers National Bank and Embry Capital, Inc. Outside of his advisory role, he serves as president of the governing board for Community Services of Venango County and holds trustee and board member positions at local nonprofit organizations. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Donna Rapp is a financial advisor with Edward Jones in Seneca, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Edward Jones since 2003. 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, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of advisors.

Alexander Gourley is a financial advisor with LPL Financial based in Clarion, PA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for five years. Outside of his advisory role, Gourley is involved in a cattle buying and selling business in New Bethlehem, PA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Linda Miller is a Series 66-credentialed financial advisor with Edward Jones, based in Clarion, PA. She has six years of experience at Edward Jones, with a previous two-year tenure at NT Concepts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.