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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.