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.

Kyle Cathcart is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney, he worked for Clarion County Adult Probation for five years. Outside of his advisory role, he serves as an assistant coach for middle school student athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Avari Schmader is a CFP®-credentialed financial advisor with three years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, Schmader spent 13 years teaching at North Clarion Jr./Sr. High School and three years at Clarion University of Pennsylvania. Schmader is also a member of the Clarion Rotary Club. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Chase Carmichael is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at firms including GW&K Investment Management, Mercer Global Advisors, and Fisher Investments. Kayne Anderson Rudnick provides discretionary investment management and sub‑advisory services to institutional and individual clients, including pension plans, insurers, family offices, and high-net-worth individuals. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments into its investment process across a range of active equity and fixed-income strategies.

Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on multiple local boards, including the Clarion Rotary, Clarion County Economic Development Corporation, and Clarion Blueprint Community, focusing on community development and programming. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing both in-house and third-party asset management across various wrap and managed account programs.

Casey O’Toole is a financial advisor with Janney Montgomery Scott holding a Series 66 credential and one year of industry experience. Prior to joining Janney, he worked eight years at Clarion County Community Bank and eleven years at Northwest Bank. He serves on several local boards related to housing and community development, including the Clarion County Housing Authority, the Clarion County Redevelopment Authority, and the Clarion County Housing Development Corporation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house and third-party portfolio management across multiple advisory platforms.

Patricia Doverspike is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked for Corporate Risk Holdings, LLC for over two decades. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and various advisory programs.

Jennifer Williams is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 16 years of industry experience. She has been with Janney Montgomery Scott, LLC since 2006. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Hayley Hewlett is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Grant Thornton and the University of Pittsburgh. 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.

Matthew Best is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., Investment Professionals, Inc., Cetera Wealth Services, LLC, and Blue Vase Securities, LLC. He co-owns Best Wealth Management with his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, combining broad platforms with technology tools to support its network of over 22,800 advisors.

Barbara Stroup is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at LPL Financial since 2010, with a brief tenure at PNC Wealth Management and other firms prior to that. In addition to her advisory role, she serves as a notary for client documents. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Teri Stitzinger is a CFP® certificant with 15 years of experience in the financial services industry. She is currently affiliated with OSAIC and also operates Stitzinger Financial Solutions, through which she provides advisory and insurance services to clients. Her prior experience includes roles at Securities America, Investacorp, and Ameriprise Financial Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory 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.

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.

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.