At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Zachary Honess is a financial advisor with Secure Asset Management, L.L.C. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hancock Capital Management, Inc., Cadaret Grant, and Paceline Financial. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and trading signals.

Gregory Keil is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 63 designation and 24 years of industry experience. Prior to joining Stifel in 2022, he worked at Ameriprise Financial Services, Inc. and CUSO Financial Services, LP. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations through a collaborative planning process.

Allison Rebich is a financial advisor at Stifel Independent Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has held roles at PNC, Grub Hub, First National Bank, and her own firm, Rebich Investments. Prior to entering financial services, she worked in education at Westminster College and Mercyhurst Preparatory School. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s approach combines client collaboration with proprietary capital market modeling to create tailored asset allocation recommendations.

Zane Wright is a financial advisor at Stifel Independent Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Snowbelt Beverages and Engine House 39. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services tailored to client needs through a collaborative planning process and proprietary investment modeling.

Brian Long is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and Janney Montgomery Scott. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering a range of brokerage and advisory services. The firm uses a collaborative planning process with proprietary modeling to develop tailored asset allocation recommendations, and operates as both a registered broker-dealer and SEC-registered investment adviser.

Eli Rebich is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as president of Regal Dog Real Estate, a real estate holding company. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services with a collaborative, data-driven planning process tailored to client needs.

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.

Gregory Curtis is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at Janney since 2020. Prior to joining Janney, he was employed at HBK CPAs & Consultants and Arnett Carbis Toothman. 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 offering portfolio management, financial planning, retirement plan advisory, and brokerage services.

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Janney Montgomery Scott 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 institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Tyler Graham is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase & Co. from 2013 to 2019. Outside of his advisory role, he serves as Exalted Ruler for the Benevolent and Protective Order of Elks, Meadville Lodge No. 219. 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 institutional accounts through a multi-channel investment platform combining third-party manager strategies, model-based solutions, and in-house portfolio management.

Rencheng Cui is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PNC Bank and PNC Investments, LLC since 2015. Outside of his advisory role, he serves as Treasurer of the McDowell Tennis Booster Club. 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 in mutual funds and ETFs with annual rebalancing.

Ethan Klie is a financial advisor at McKinley Carter Wealth Services, Inc. He holds a Series 65 designation and joined the firm in 2024. Prior to this role, he was not employed in the financial industry. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and other institutions. The firm employs both fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

James Oakes is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2016, following prior roles at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory work, Oakes volunteers as a board member for the Meadville Area Sewer Authority and coaches varsity girls basketball at Crawford Christian Academy. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a large network of financial advisers.

Kevin Cox is a financial advisor with Merrill in Cambridge Springs, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Merrill since 2013 and concurrently with Bank of America, N.A. since 2014. Outside his advisory role, Cox serves as president of the Steel City Alumni Association, a fraternity alumni charitable organization, and holds board memberships with the Northwestern Rural Electrical Cooperative Association and the Meadville Fair Innovations nonprofit. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution through a range of program strategies and an extensive selection of manager-constructed offerings. The firm’s integration with Bank of America affiliates supports its trading, lending, and capital-markets activities.

Katherine White Hartman is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 designation and two years of industry experience. She has worked at Raymond James Financial Services Inc. since 2023 and maintains a business as an author and occasional speaker outside of finance. 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 offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored financial strategies.

Daniel Williams is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 credential and 10 years of industry experience. He is the owner of Williams Wealth Advisors, an LLC established for tax purposes, and also serves as an independent financial planner for Bush Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Bruce Phillips Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and Fpg Group, LLC. He also manages BJP Group LLC, a business entity established for tax and investment purposes. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of advisory and brokerage services supported by an in-house research team and flexible investment solutions.

David Astry is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James Financial Services, Inc. and its affiliate since 2010. Outside of his advisory role, he works as an independent contractor for Bush Investment Group, providing investment and financial advice. Raymond James Financial Services Advisors, Inc. serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Richard Seidel Jr. is a financial advisor with Raymond James Financial in Meadville, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James Financial since 2001 and previously operated Seidel Financial Inc. He owns and operates a golf simulator recreation and training facility called The Vault Course LLC. 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 emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to develop tailored recommendations.

Michael Mahoney is a financial advisor with Edward Jones in Meadville, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Alexander Weir is a financial advisor with Cetera in Meadville, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Securities America, First National Bank of PA, and AXA Advisors. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to multiple program structures. The firm combines retirement and fiduciary capabilities with a broad trust and institutional network, supporting approximately 6,825 advisors and managing over $163 billion in assets.

Ryan Messenger is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by PNC Bank from 2012 to 2017. He is based in Meadville, 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 and 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.

William Mccullough is a CFP® professional with 17 years of industry experience, currently affiliated with Ameriprise. His prior experience includes roles at LPL Financial, Northwest Bank, Northwest Advisors, Inc., and Cetera Investment Services LLC. He serves on the Board of Directors and as Treasurer for the United Way of Western Crawford County. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Malyuk is a financial advisor with Cetera in Meadville, PA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at First National Bank of Pennsylvania, KeyBank, First Niagara Bank, and LPL Financial. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to various third-party money managers and program structures.

Carolyn Tewell is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2008. Outside of her advisory role, she works as an independent contractor financial planner for Bush Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through various account types and an extensive affiliate network.

Robert Brest Jr. is a financial advisor with Edward Jones in Meadville, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,700 financial advisors.

Emily Cevera is a financial advisor at LPL Financial in Erie, PA, holding a Series 66 designation. She began her advisory career in 2025 and has prior work experience at PennWest Edinboro, Harbor Halcyon, and Saint John School. Outside of her advisory role, she works as a server and bartender at Riverside Brewing Co. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Todd Erdos is a financial advisor with Edward Jones in Meadville, PA, holding a Series 66 license and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Andrew Alexander is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial since 2006 and led the Alexander Investment Group from 2013 to 2023. Alexander is also the president and independent contractor of Bush Investment Group, LLC, a local support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations and supports a significant portion of its advisory business in a non-discretionary capacity.

Nicholas Rinella is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Roofmaxx and Walmart and was a full-time student from 2019 to 2023. 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 strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Timothy Riggs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and has operated Riggs Financial Services since 1989. Outside of his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.