Michael Patton is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Cetera Financial Specialists LLC and Patton Insurance Services. He is also involved in real estate through Pat Merwin Realty. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Francis Geary is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been affiliated with various Fidelity entities since 2000, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lane Cicciarelli is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2020, with a brief period of other activities including full-time studies and employment at Tom's Riverside. 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 large nationwide network of advisors and branches.

Matthew Fiore is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience and has been with MassMutual Investors Services and MassMutual Life Insurance Co since 2015. Outside of his advisory role, he is a partner in a business managing payroll for administrative staff. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Scott Konwinski is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of experience in the industry. He previously worked at Wells Fargo Advisors for five years and Edward Jones for six years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Braeden Marburger is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he was affiliated with the University of Pittsburgh and has work experience outside finance in the service industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers a variety of in-house and third-party investment options.

Lori Sibble is a financial advisor with Edward Jones in Seneca, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she serves as a board member for the Fertigs Cemetery Association and performs audit-related tasks for Grace Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its large network of advisors and branch offices as well as its affiliated capabilities including trust services and securities-based lending.

Robert Larkin is a financial advisor with LPL Enterprise, holding the ChFC® and Series 63 designations, and has 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ft. Washington Brokerage Services, Inc. He also acts as a contracted agent with Crump Outbrokerage, a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

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.

Michael Bonnett is a CFP® and ChFC® with 27 years of experience in the financial industry. He has been with LPL Financial since 1998. Outside of his advisory role, he operates Berteotti Insurance & Financial Services in Shippenville, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Courtney Hunsberger is a financial advisor with Ameriprise in Clarion, PA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Iron Point Financial, TGI Financials, and Nationwide Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, supporting asset allocation and Social Security claiming decisions within a structured investment framework.

Michael Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies.

James Queen Jr. is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Transamerica Capital, TSC Distributors, and Eaton Vance Management. Outside of his advisory work, he is involved with the National Ski Patrol. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Steven Wortmann is a financial advisor with LPL Financial in Cranberry Township, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Cetera Investment Services, Infinex Investments, First Commonwealth Bank, and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of investment programs and utilizes various portfolio management approaches, supported by technology tools for operational and research purposes.

Warren Mathe is a financial advisor with Equitable Advisors in Cranberry Township, PA, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, Mathe serves as a trustee and planner for the Parish Pastoral Council at St. Ferdinand Catholic Church in Rochester, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to serve clients, including non‑high-net-worth individuals and institutional clients.

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.

Halle Veltri is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previous work experience at FedEx, Oxford Global Resources, ConnectiveRx, AmeriCorps NCCC, and Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large national network of advisors and branch offices, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and comprehensive advisory services.

Jonathan Suhayda is a financial advisor at Ameriprise with the Series 66 designation and one year of industry experience. His prior work includes roles at the University of Pittsburgh, Robert Morris University, Valley Pool and Spa, and Beaver Area School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Chad Skoch is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PNC Bank, Citizens Bank, and Huntington Bank, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.