Logan Reed is a CFP® professional at McKinley Financial with five years of industry experience. He has been with McKinley Financial since 2019 and previously worked at McKinley & Co, PC, Clarion University of PA, and CRW Home Center. McKinley Financial is a four-advisor team that provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages approximately $97 million using discretionary portfolio management with model portfolios and a mix of mutual funds and ETFs, applying strategies such as Modern Portfolio Theory and long-term purchase approaches.

Nicholas Nosker is a financial advisor at McKinley Financial with four years of industry experience. He holds a Series 65 designation and has worked previously at Clyde, Ferraro & Co. LP. He is also a 20% shareholder and officer (Secretary/Treasurer/CFO) of McKinley & Co., PC, a CPA firm affiliated with his advisory practice. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets on a discretionary basis using model portfolios and a combination of mutual funds and exchange-traded funds, applying methods such as Modern Portfolio Theory and long-term purchase strategies.

Mark McKinley is a financial advisor at McKinley Financial with 27 years of industry experience. He holds the Series 66 designation and has previously worked at McKinley & Co., PC as a CPA and shareholder from 1983 to 2017, continuing as a CPA employee thereafter. Outside of financial advising, he has experience as a commercial building lessor. McKinley Financial serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and charitable organizations, providing discretionary portfolio management and pension consulting services. The firm typically manages accounts on a discretionary basis using model portfolios and long-term allocation strategies, with ongoing monitoring and periodic formal reviews.

Samuel Mckinley is a financial advisor at McKinley Financial with 12 years of industry experience. He holds a Series 63 designation and has been associated with McKinley Financial Advisors, Inc. since 2016. Outside of his advisory role, he serves on the board of Historic Brookville, Inc., where he is responsible for bookkeeping. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets primarily on a discretionary basis using model portfolios and a mix of mutual funds and ETFs, employing strategies such as Modern Portfolio Theory and long-term purchase approaches.

Abby Gross is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Eagle Strategies (a New York Life company) and also owns Beechwoods Financial Solutions, under which she sells New York Life products and brokers non-registered insurance products. Prior to joining Eagle Strategies in 2025, Abby held roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm provides tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Clarence Mercatoris III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He previously worked at Allegheny Investments Ltd for 13 years before joining Cambridge Investment Research Advisors in 2021. Outside of his advisory role, he is involved as an owner in energy and real estate ventures, including a gas and oil company and a hunting club. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm utilizes both proprietary and third-party investment strategies, providing discretionary and non-discretionary portfolio management across multiple platforms.

Samuel Whitling is a financial advisor with Edward Jones in Brookville, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Frank Zocco is a financial advisor at LPL Financial with 30 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Independence Portfolio Partners, and Atlas Brokerage Company. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Matthew Reitz is a financial advisor with Edward Jones in Brookville, PA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Solvay from 2014 to 2017. Outside of his advisory role, he volunteers as a presenter for the "Foundations of Investing" program for high school economics students and serves as the head coach of the Brookville Area School District boys varsity basketball team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Samuel Perrin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has been with Cetera Wealth Services since 2021 and is also a partner at Clyde Ferraro & Co LLP, a CPA firm specializing in tax and audit compliance. Outside of his advisory role, he serves on the finance committees of a regional ambulance service and a local Catholic organization, and is an at-large board member for a Boy Scouts council. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and consulting services through a multi-manager platform, featuring both affiliated and third-party managers across multiple program structures.

William Kisow is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Kisow has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of systematic models, and regulatory registrations uncommon among large institutional peers.

Zachary Evock is a financial advisor with Ameriprise in Reynoldsville, PA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2020, he worked at PNC Investments for six years. Outside of his advisory role, he is connected to Copper Cabin Farm LLC, a livestock sales business owned by his wife. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Teri Stitzinger is a financial advisor with OSAIC based in Brookville, PA, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience and has worked at firms including Securities America and Investacorp Advisory Services. She also operates under the DBA Stitzinger Financial Solutions, where she provides advisory and insurance services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services with access to multiple platforms and third-party money managers.

Clarence Mercatoris IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2021 and Allegheny Investments, Ltd in 2020. He is also involved in managing an independent investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement services through a network of independent advisors, offering both proprietary and third-party strategies across multiple platform arrangements.