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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

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Kyle C

Series 66

Clarion, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Avari S

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Matthew L

Series 63, Series 66

Clarion, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Casey O

Series 66

Clarion, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Patricia D

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Jennifer W

Series 66

Clarion, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Hayley H

Series 66

Shippenville, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Matthew B

Series 63, Series 65

Shippenville, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Barbara S

Series 63, Series 66

Shippenville, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael P

Series 63, Series 65

Clarion, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Lane C

Series 66

Clarion, PA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Scott K

Series 66

Clarion, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Matthew W

CFP®, Series 63, Series 66

Clarion, PA

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Ronald P

CFP®, ChFC®, Series 63

Shippenville, PA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Lance C

CFP®, Series 66

Clarion, PA

Edward Jones

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.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Michael B

CFP®, ChFC®, Series 63, Series 66

Shippenville, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Courtney H

Series 66

Clarion, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael M

Series 66

Shippenville, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James Q

Series 63, Series 65

Shippenville, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Zachary G

Series 66

Clarion, PA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jonathan W

CFP®, ChFC®, Series 66

Clarion, PA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sherri E

Series 63, Series 65

Shippenville, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Richard H

Series 63, Series 65

Shippenville, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Mitchell K

Series 66

Clarion, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James M

Series 63, Series 65

Knox, PA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kimberlie B

Series 66

Clarion, PA

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Alexander G

Series 66

Clarion, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Linda M

Series 66

Clarion, PA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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