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Alicia D

Series 66

Bellefonte, PA

Edward Jones

Alicia Dietrich is a Series 66-credentialed financial advisor at Edward Jones with two years of industry experience. Her prior work includes roles at Deloitte and Touche and Baker Tilly. She owns and manages a rental property in Bellefonte, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

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

Series 63, Series 66

Bellefonte, PA

Edward Jones

Scott Mc Kee is a financial advisor with Edward Jones in Bellefonte, PA, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices as well as its affiliated capabilities, including a trust company and proprietary mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Travis G

Series 66

Bellefonte, PA

Edward Jones

Travis Guthrie is a financial advisor at Edward Jones in Bellefonte, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked with Anne Arundel County Public Schools and Educational Testing Service for nine years each. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Multi-generational wealth transfer Educators, Teachers, and Academics
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