Joseph Neff is a CFP® and holds a Series 66 license with eight years of experience in the financial industry. He has been with Edward Jones since 2018, following prior roles at Mindshare, Hearst, Ecolab, and Penn State University. 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 programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Woodel is an Associate Financial Advisor at Ameriprise with two years of industry experience. He has been with Ameriprise since 2022 and previously spent ten years working at Tasta Pizza and Taproom. Outside of his advisory role, he serves on the boards of the Italian Club and the Bradford Chamber Foundation. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Sarah Boser is a Series 66 licensed financial advisor with Cetera, based in Bradford, PA, and has three years of industry experience. She has held roles at various Cetera entities since 2022 and has additional experience in tax planning as an office manager and master tax advisor at Fox Holdings Inc dba H&R Block. Outside of her advisory work, she serves as a committee member for Bradford Area Christian Academy and is an auxiliary member of the Frances Sherman Auxiliary to VFW Post 212. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Linda Maley is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 31 years of industry experience. She has worked with firms including Avantax Insurance Agency, Fox Financial, and Cetera Wealth Services. Outside of advisory work, she is an enrolled agent providing tax preparation and bookkeeping services through Fox Holdings Inc, which operates as H&R Block. Cetera Investment Advisers serves a wide range of clients, including individuals, high-net-worth investors, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary solutions through a network of independent advisors.

Clay Byerly is a financial advisor with Edward Jones in Smethport, PA, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at FedEx, Breez Lending, PNC Bank, and Clarion University. 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 discretionary and non-discretionary investment strategies, supported by a large nationwide network of advisors and branch offices.

Donna Hollenbeck is a financial advisor at Edward Jones in Bradford, PA, holding the CFP®, ChFC®, and Series 63 designations with 39 years of industry experience. She has been with Edward Jones for 20 years. 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 large network of financial advisors and branch offices nationwide.

Keith Delacour is a financial advisor with Edward Jones in Smethport, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Edward Jones since 2007. Outside of his advisory role, he serves on the Perkins Advisory Board for Intermediate Unit 9 and is a member of the Memorial Hospital Coudersport advisory committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nathan Chapman is a financial advisor with LPL Financial in Bradford, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at Northwest Bank and Central Transport. Outside of advising, he is a Notary Public. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Nathan Higbie is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience outside the financial industry, including roles in the food service sector. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver non-discretionary, research-driven retirement income recommendations.

Joseph Colosimo is a financial advisor at Ameriprise with Series 65 and Series 66 credentials and one year of experience at the firm. His prior roles include positions at CNB Bank and Erie Bank, where he worked for a combined five years, as well as five years at Superior Tire. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Kyle Kirk is a financial advisor at Ameriprise with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Northwest Bank. Kirk serves on multiple nonprofit boards, including the McKean County Community Foundation and Beacon Light Adult Residential Services, and is involved with a local scholarship program through the McKean County Community Foundation. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.