William Kisow is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and funds.

Jonathan Williams is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Clarion, PA. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he serves on the Finance/Audit Committee for Clarion Fire & Hose Co No 1. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Sherri Eadie is a financial advisor with LPL Financial in Clarion, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, Ms. Eadie serves as a FINRA arbitrator and is engaged in wildfire firefighting and small business ownership through Hilltop Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms with support from advanced operational tools and a broad suite of non-advisory financial services.

Richard Hewlett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2019, and previously spent 13 years with Pacific Life and Pacific Select Distributors. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Mitchell Kyser is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Northwest Bank. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

James Mc Connell is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2017. Prior to that, he was employed at Ameriprise Financial Services, Inc. and briefly operated The Alley Studio. 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 and advisory services, managing approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Kimberlie Bowden is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ashlee Goodman is a financial advisor at Raymond James Financial with a Series 66 designation and six years of industry experience. She also operates as an independent contractor for SJ Young Financial LLC. Prior to her current roles, Ashlee has worked at several firms and has experience in non-investment businesses including catering and food service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports a broad advisor network with specialized municipal and public-finance services.

Katharine Murphy is a Financial Consultant currently working at Fidelity Investments since 2023. She provides financial planning services aimed at helping clients accumulate and use their wealth in alignment with their personal goals. Her approach emphasizes building trust, educating clients on their options, and delivering a strong client experience. Prior to her current role, Katharine worked as a Financial Planner at Goldman Sachs & Co from 2019 to 2023. She also has experience as a Senior Associate at KPMG, LLP, where she worked from 2014 to 2018. This diverse professional background contributes to her expertise in financial planning and consultancy.

Zachary Embry is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He previously worked at Farmers National Bank and has experience with businesses including Rapid Roofing, Inc. and Knox Recycling, Inc. He is active in his community, serving as president of the governing board for Community Services of Venango County and holding trustee and board member roles at local organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Alexander Gourley is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for five years and has diverse business experience including involvement in a cattle buying and selling operation. 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 services including financial planning, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives utilizing both discretionary and non-discretionary strategies.

Linda Miller is a Series 66 licensed financial advisor with six years of experience at Edward Jones and two years at NT Concepts, totaling eight years in the industry. She currently works in Clarion, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Kadylak is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial and Northwest Bank since 2018, with prior roles at Bank of America, Merrill, and AT&T. Outside of his advisory work, Kadylak has business activities related to insurance and financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various strategies including model portfolios, third-party subadvisors, and customized approaches.