Timothy Holter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for 33 years and has been affiliated with Prudential Insurance Company of America since 1990. Outside of his advisory role, he serves on the Warren County Council on Tourism & Chamber Operations Board of Directors and is vice-president of the Kinzua Wrestling Club, a nonprofit youth sports organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven portfolio management and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Samantha Woodin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at Primerica Advisors since 2014 and was previously employed at Lottsville Milling from 2015 to 2018. Outside of her advisory role, she is involved in sales of home security and automation products through a co-located affiliate of her firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while using a tiered wrap-fee structure.

Gary Barnes Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior roles include positions at Olewine Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, and Ameriprise Financial Services, Inc. He is also the owner of BBG Enterprises LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary and third-party strategies supported by advisor-facing tools.

Timothy Edborg is a financial advisor with UBS Financial Services in Jamestown, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is involved in music production as the sole proprietor of American Gatekeeper Productions, LLC, and is a partner in Brielle Naturals, LLC. Edborg also serves on the boards of the WCA Foundation and the Chautauqua Region Community Foundation, participating in finance and investment committees. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, leveraging model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, providing fiduciary financial planning, portfolio management, and other capital markets services.

Jason Rafalski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of a rental property in North Warren, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Tonie Lee D'angelo is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a range of capital markets services.

Justin Bohall is a financial advisor with Wells Fargo Advisors in Jamestown, NY, holding Series 65 and Series 66 credentials and having 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked for Private Advisor Group, LLC and LPL Financial, LLC for a decade. He is involved with Bohall Opportunity, LLC, a business entity for tax and investment purposes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and planning tools to provide customized investment recommendations.

Debra Field is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America and Investacorp, Inc. In addition to her advisory role, she is licensed to sell life, accident, and health insurance and writes variable annuity products for New York State approved school plans. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with multiple investment platforms and employs sophisticated tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset classes.

Louis Sanchez Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Sanchez serves as Treasurer on the Board of Directors for St. James Haven, a nonprofit organization in Meadville, PA. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Dymond Jr. is a financial advisor with LPL Financial in Warren, PA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwest Bank and various athletic departments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by research and technology tools.

Amee Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked at firms including Eagle Strategies (NY Life), New York Life Insurance Co, and Key Investment Services. Wright currently holds a role connected to Wilmington Advisors at M&T, an entity affiliated with her work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Brenda Pepper is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for her high school alumni association in Youngsville, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Lind is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Park Avenue Securities. Lind serves as Board President of the Frewsburg American Legion Post 556, a veterans club where he is involved in monthly meetings and organizational duties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Paul Cardinale is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michael Pascarella is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining Stifel Nicolaus & Co. Inc in 2019. Outside of his advisory role, he serves as a director of the Kinzua Brown Trout Club, where he is involved in fundraising to support brown trout stocking. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Lorri Mabee is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory work, she serves as an officer at Koinonia Christian Fellowship, where she handles secretarial duties and volunteers for various tasks. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Alexander Grace is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has worked at UBS since 2022 and previously held roles at Supplemental Health Care and Northwest Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets access through its global platform.

Alyson Maher is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Wells Fargo Advisors and previously worked at Private Advisor Group, LPL Financial, and Raymond James Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet specific net-worth thresholds. The firm combines proprietary research and planning tools with flexible implementation options across advisory and brokerage programs.

Lori Fischer is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2018 and also holds a position with Northwest Bank since 2017. From 2014 to 2018, she was involved with F&B Enterprises doing business as Coach's Chatterbox. 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 financial planning and investment services including advisory and brokerage solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Strotman is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he held positions at Patterson-UTI Drilling Company, Cleveland Brothers Equipment Company, and Nomac Drilling LLC. Outside of his advisory role, he owns a single-member LLC focused on real estate investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.