Stephen English is a financial advisor at CWA Asset Management Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First National Bank for 13 years. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm uses proprietary investment models combining fundamental and quantitative analysis and offers a range of services including family-office support, retirement plan fiduciary services, and access to private investment vehicles.

Susan Middleton is a financial advisor at Wealthcare Advisory Partners LLC with CFP®, CFA®, and Series 65 credentials and four years of industry experience. She has worked with Counsel Fiduciary, LLC since 2006 and was previously employed at Thiel College from 2016 to 2020. She maintains a dual registration as an Investment Advisor Representative for Counsel Fiduciary, LLC for transitional purposes. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process supported by proprietary technology.

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.

Michael Wellmon is a financial advisor at PNC Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and AT&T Mobility. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement investments via approved models with mutual funds and ETFs.

Sarah Irwin is a financial advisor with Ameriprise in Pleasantville, PA, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2010 and currently also serves as a Notary Public. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients holding Ameriprise Managed Accounts.

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, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Gregory Brumagin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Advisors. Outside of his advisory work, he serves on the planning commission for Venango Township, is a board member for the Wattsburg Area Little League, and sits on the school board for the Wattsburg Area School District. LPL Enterprise provides advisory services through a large network of investment adviser representatives, serving individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model wealth portfolios, and third-party asset management programs, with discretionary implementation typically managed through LPL’s proprietary platforms.

Kevin Bannon is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, he is the acting member of bannon financial LLC, a business entity involved in non-investment-related activities. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, delivered by a centralized consulting team in partnership with the client’s financial advisor.

Rebecca Hausmann is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. She has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she has been involved with The Kahkwa Club since 2012. LPL Enterprise provides advisory services to a diverse client base, including 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 a range of securities and insurance products.

Samuel Vrenna is a Series 66 licensed financial advisor with LPL Enterprise, based in Erie, PA, and has two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of the financial industry, he is employed at Valu Home Center, where he assists customers and manages inventory. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with clients typically receiving advice based on model portfolios created by LPL’s Research Department and affiliated strategists.

Jessica Walters is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Cetera Investment Services, First National Bank of PA, Purshe Kaplan Sterling Investments, and HBK Sorce Advisory LLC. In addition to her advisory work, she supports the operations of Bannon Financial, LLC, managing day-to-day activities and expenses. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.