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.

Jonathan Beaton is a financial advisor at Osaic with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America, Inc., Securities America Advisors, LPL Financial, and Key Investment Services, LLC. Outside of advisory work, he is involved in insurance sales through Estate Solution Planners, Inc. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a range of advisory programs, including access to third-party money managers, retirement plan consulting, and lending solutions.

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.

Chad Baccus is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with GWN Securities since 2012. In addition to his advisory role, he is involved in selling life insurance, long-term care, and annuities through various insurance carriers for W&R Insurance Agencies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through managed-account programs and a variety of portfolio strategies on the Fidelity-supported FMAX platform.

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.

Kristy Snippert is a financial advisor with LPL Financial in Fairview, PA, holding a Series 66 designation and 21 years of industry experience. She has worked at Northwest Bank and LPL Financial since 2018 and previously at CCO Investment Services Corp from 2012 to 2018. Outside of her advisory role, she is involved in financial institution duties at Northwest Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and lending services.

Kacey Northrup is a CFP® professional with nine years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at AccessLex Institute, Stitch Fix, and PNC Bank. Outside of her advisory work, she is involved in online sales through Mercari and has held positions as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, employing both model-based and customized investment strategies.

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.