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.

Brian Kurtich is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Innovation Partners LLC, Silver Oak Securities, The O.N. Equity Sales Company, and Lee Snyder Financial. Outside of advisory services, he is involved in real estate sales through 1st Rate Realty LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and consulting. The firm offers a range of services including managed account programs, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Stephen Uzonyi is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates and Pioneer Funds Distributor, Inc. before joining &Partners. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide customized advisory solutions.

Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary for the Masonic Hall Association in Oil City, PA. 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 multi-channel investment platform combining third-party manager strategies, model-based solutions, and in-house portfolio management, serving individuals, high-net-worth clients, corporations, charities, and institutional accounts.

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.

Alyssa Prettyman Ion is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney 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 institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

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.

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.

David Gunter is a financial advisor with &PARTNERS in Oil City, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining &PARTNERS in 2025. Outside of his advisory role, he is involved in business ownership, including serving as CEO and president of Magrini Management LLC and Pinnacle Wealth Solutions, which are entities related to his real estate activities. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, utilizing both proprietary and third-party investment strategies with discretionary and non-discretionary management options.

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.

John Danzer is a financial advisor with LPL Financial in Franklin, PA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Investment Advisor Group, and Citizens Securities, Inc., among others. Outside of advising, he operates a sole proprietorship selling fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Christopher Simms is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he serves as chairman of Franklin Moving Forward, a nonprofit focused on the Franklin, PA area, and holds board positions with Sandycreek Township Planning Commission and UPMC Northwest. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and financial planning analyses.

Michelle Hartzell is a financial advisor at Edward Jones in Franklin, PA, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously held a position with the County of Venango from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a diversified range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Shannon Kasunic is a financial advisor at Edward Jones with 18 years of experience in the industry. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 through a large nationwide network of advisors and branch offices, offering a range of advisory and investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

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.

Christopher Rakow is a financial advisor with Edward Jones in Franklin, PA, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services.

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.

Connor Rakow is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked in educational roles at Gannon University, Tallahassee Community College, and Franklin Area High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated financial services.

Shawn Latshaw is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a zoning hearing committee member in Sandycreek Township, Franklin, PA. LPL Enterprise provides advisory services to individuals, retirement plans, charitable organizations, and corporate clients, utilizing model portfolios and third-party asset management programs. The firm operates as both an investment adviser and broker-dealer, offering a broad range of securities and insurance products.

Michael Dulaney is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, he held positions with the County of Venango and the Franklin Area Chamber of Commerce. He serves on several nonprofit and community boards, including the Keystone Community Education Council, the Venango Museum of Art, Science and Industry, and the Northwest Hospital Foundation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Robert Larkin is a financial advisor with LPL Enterprise, holding the ChFC® and Series 63 designations and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ft. Washington Brokerage Services, Inc. He also serves as a contracted insurance agent with Crump Outbrokerage. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third‑party asset management programs, combining advisory and brokerage services with insurance products.

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.

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.

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.

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.

James Williams Jr. is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Secretary of the Board of Directors for the Northwest Hospital Foundation and is a member of the Applefest Festival committee through the Franklin Area Chamber of Commerce. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, encompassing capital market assumptions and probabilistic modeling to support client decision-making.

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.

Thomas Kadylak is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Northwest Bank since 2018. His prior experience includes roles at Bank of America and Merrill, as well as a 14-year tenure at AT&T. 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 financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.