Mark Petro is the sole advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, holding a Series 66 credential with 23 years of industry experience. He has worked at Lakeland Investor Services since 2002 and also serves as president of Lakeland Insurance Services, LLC, which manages insurance sales and related business operations. Lakeland Investor Services, Inc. provides fee-based wealth advisory and investment management services along with financial planning and one-time consultations. The firm serves individuals, small non-profits, small businesses, and retirement plan sponsors, constructing portfolios tailored to clients’ risk tolerances and time horizons while employing tools such as Monte Carlo simulation and offering fiduciary advice for qualified plans.

At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Gregory Curtis is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at Janney since 2020. Prior to joining Janney, he was employed at HBK CPAs & Consultants and Arnett Carbis Toothman. Janney Montgomery Scott LLC 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 institutional accounts through a multi-channel investment platform offering portfolio management, financial planning, retirement plan advisory, and brokerage services.

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC 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.

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Tyler Graham is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase & Co. from 2013 to 2019. Outside of his advisory role, he serves as Exalted Ruler for the Benevolent and Protective Order of Elks, Meadville Lodge No. 219. 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 institutional accounts through a multi-channel investment platform combining third-party manager strategies, model-based solutions, and in-house portfolio management.

Ethan Klie is a financial advisor at McKinley Carter Wealth Services, Inc. He holds a Series 65 designation and joined the firm in 2024. Prior to this role, he was not employed in the financial industry. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and other institutions. The firm employs both fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

James Oakes is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2016, following prior roles at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory work, Oakes volunteers as a board member for the Meadville Area Sewer Authority and coaches varsity girls basketball at Crawford Christian Academy. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a large network of financial advisers.

Warren Seeley is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., and International Assets Investment Management and Advisory, LLC. 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, offering various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Katherine White Hartman is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 designation and two years of industry experience. She has worked at Raymond James Financial Services Inc. since 2023 and maintains a business as an author and occasional speaker outside of finance. 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 offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored financial strategies.

Randy Shaffer is a financial advisor at OSAIC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at FSC Securities Corporation for 23 years before joining OSAIC in 2023. He is also the owner of Shaffer Financial, Inc., where he provides services related to fixed insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Daniel Williams is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 credential and 10 years of industry experience. He is the owner of Williams Wealth Advisors, an LLC established for tax purposes, and also serves as an independent financial planner for Bush Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Bruce Phillips Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and Fpg Group, LLC. He also manages BJP Group LLC, a business entity established for tax and investment purposes. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of advisory and brokerage services supported by an in-house research team and flexible investment solutions.

Rebecca Spadafore is a financial advisor with Ameriprise in Meadville, PA, holding a Series 66 designation and three years of industry experience. Her prior work includes five years at LPL Financial and roles in education with the Conneaut School District and Creating Landscapes Learning Center. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

David Astry is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James Financial Services, Inc. and its affiliate since 2010. Outside of his advisory role, he works as an independent contractor for Bush Investment Group, providing investment and financial advice. Raymond James Financial Services Advisors, Inc. serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Richard Seidel Jr. is a financial advisor with Raymond James Financial in Meadville, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James Financial since 2001 and previously operated Seidel Financial Inc. He owns and operates a golf simulator recreation and training facility called The Vault Course LLC. 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 emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to develop tailored recommendations.

Michael Mahoney is a financial advisor with Edward Jones in Meadville, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Alexander Weir is a financial advisor with Cetera in Meadville, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Securities America, First National Bank of PA, and AXA Advisors. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to multiple program structures. The firm combines retirement and fiduciary capabilities with a broad trust and institutional network, supporting approximately 6,825 advisors and managing over $163 billion in assets.

Ryan Messenger is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by PNC Bank from 2012 to 2017. He is based in Meadville, 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Mccullough is a CFP® professional with 17 years of industry experience, currently affiliated with Ameriprise. His prior experience includes roles at LPL Financial, Northwest Bank, Northwest Advisors, Inc., and Cetera Investment Services LLC. He serves on the Board of Directors and as Treasurer for the United Way of Western Crawford County. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Malyuk is a financial advisor with Cetera in Meadville, PA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at First National Bank of Pennsylvania, KeyBank, First Niagara Bank, and LPL Financial. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to various third-party money managers and program structures.

Deborah Obenrader is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked for Street Track n Trail, Inc. for 27 years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest retail advisor and branch networks in the industry.

Carolyn Tewell is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2008. Outside of her advisory role, she works as an independent contractor financial planner for Bush Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through various account types and an extensive affiliate network.

Robert Brest Jr. is a financial advisor with Edward Jones in Meadville, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,700 financial advisors.

Todd Erdos is a financial advisor with Edward Jones in Meadville, PA, holding a Series 66 license and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Andrew Alexander is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial since 2006 and led the Alexander Investment Group from 2013 to 2023. Alexander is also the president and independent contractor of Bush Investment Group, LLC, a local support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations and supports a significant portion of its advisory business in a non-discretionary capacity.

Evan Gerber is a financial advisor at OSAIC with a Series 66 designation and experience spanning several roles, including positions at PwC US Tax LLP and Baker Tilly US LLP. He has also worked in educational settings with the Conneaut School District and Thiel College, and was involved with Shabby's Ice-Cream Shack from 2019 to 2021. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving diverse clients, including individuals, high-net-worth investors, retirement plans, pension funds, and institutional accounts. The firm offers a range of investment management and consulting services through its Vision2020 Wealth Management Platform, utilizing risk-tolerance assessments, asset allocation modeling, and both discretionary and non-discretionary portfolio implementations.

Douglas Nola is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicholas Rinella is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Roofmaxx and Walmart and was a full-time student from 2019 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Daniel Lane is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, Financial Management Strategies, Inc., Lane Legacy Advisors, LLC, and Symbiotries, Inc. Lane is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products. 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 discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers with a range of program structures and retirement capabilities.

Timothy Riggs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and has operated Riggs Financial Services since 1989. Outside of his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.