Patrick Scherer is a CFP® and ChFC® with six years of experience in financial advising. He currently works at Compound Planning, Inc. and has held prior roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program (TAMP) for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing a range of strategies including low-cost ETFs, direct indexing, and alternatives.

Brian Kurtich is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Innovation Partners LLC, Silver Oak Securities, The O.N. Equity Sales Company, and Lee Snyder Financial. Outside of advisory services, he is involved in real estate sales through 1st Rate Realty LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and consulting. The firm offers a range of services including managed account programs, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Stephen Uzonyi is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Raymond James & Associates for three years and at Pioneer Funds Distributor, Inc. for eleven years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services using a variety of investment strategies and platforms, including fundamental, technical, and quantitative analysis, as well as alternative and proprietary products.

Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary of the Masonic Hall Association in Oil City, PA. 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 broad client base and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Joseph Shields is a Series 66 licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2025. Prior to this, he held positions at OneAmerica Securities and American United Life and has a background that includes education roles. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Reese Stiller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has five years of industry experience, including prior roles at OneAmerica Securities and American United Life. Outside of his advisory work, Stiller is involved in several business ventures, serving as president of multiple entities related to consulting, insurance, and accounting services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and uses a variety of custodians and third-party money managers to implement client strategies, with a significant portion of assets managed on a non-discretionary basis.

Alyssa Prettyman Ion is a financial advisor with Janney Montgomery Scott in Oil City, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Elijah Busch is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at OneAmerica Securities, American United Life, and Western and Southern Life, among others. In addition to advisory work, he is involved as vice president in several non-investment related businesses, including an accounting firm and an entertainment company. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisors through a limited-partnership ownership structure and formal transition assistance programs.

Jason Domer is a financial advisor at PNC Wealth Management with 10 years of industry experience. He has worked at PNC Investments since 2017, following prior roles at Citizens Bank and Waddell & Reed. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to guide investment model selection and employs mutual funds and ETFs with annual rebalancing.

David Gunter is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Raymond James & Associates for 11 years. Outside of his advisory role, he is CEO and president of Magrini Management LLC, a business established to manage related expenses for his real estate holdings. &Partners serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party managers, and it operates with a distinctive blend of roles as both a broker-dealer and registered investment adviser.

Sandra Young is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Raymond James Financial. She has been with Raymond James since 2005 and has held roles at multiple firms including Fidelity and Guarantee Life Insurance and Wolf Financial Services. Outside of her advisory work, she owns and operates SJ Young Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools to align recommendations with client goals, while also supporting municipal and public-finance work through a unique affiliation.

John Danzer is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cadaret Grant & Co., Inc., Investment Advisor Group, and Citizens Securities, Inc. In addition to his advisory roles, he operates a sole proprietorship selling fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with management approaches that include discretionary and non-discretionary options supported by research and model portfolios.

Sarah Irwin is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and totaling 18 years of industry experience. She has worked at Ameriprise since 2010 and spent one year at Guiding Hands. Outside of her advisory role, she is a commissioned Notary Public. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Christopher Simms is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he serves as chairman of Franklin Moving Forward, a nonprofit focused on the Franklin, PA area, and holds board positions with Sandycreek Township Planning Commission and UPMC Northwest. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and financial planning analyses.

Michelle Hartzell is a financial advisor at Edward Jones in Franklin, PA, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously held a position with the County of Venango from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a diversified range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Shannon Kasunic is a financial advisor at Edward Jones with 18 years of experience in the industry. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of advisory and investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Valerie Lyle is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals and institutional entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Casimir Karnish is a financial advisor with LPL Financial in Oil City, PA, holding a Series 63 designation and 46 years of industry experience. He has been with LPL Financial since 1998. Karnish also sells fixed annuities and long-term care insurance as part of his non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

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.

Christopher Rakow is a financial advisor with Edward Jones in Franklin, PA, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services.

Brian Mong is a financial advisor at Edward Jones in Franklin, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as the head swim coach for the Franklin Area School District, assisting in the development of the local high school swim team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Connor Rakow is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked in educational roles at Gannon University, Tallahassee Community College, and Franklin Area High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated financial services.

Shawn Latshaw is a financial advisor with LPL Enterprise in Franklin, PA, holding Series 63 and Series 65 designations and having eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a zoning hearing committee member for Sandycreek Township. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Michael Dulaney is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, he held positions with the County of Venango and the Franklin Area Chamber of Commerce. He serves on several nonprofit and community boards, including the Keystone Community Education Council, the Venango Museum of Art, Science and Industry, and the Northwest Hospital Foundation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 at LPL Enterprise with 26 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and previously spent 18 years at Ft. Washington Brokerage Services, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Steven Wortmann is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Cetera Investment Services, Infinex Investments, J.P. Morgan Securities, and Jackson National Life Distributors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Warren Mathe is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he serves on the Parish Pastoral Council at St Ferdinand Catholic Church in Rochester, NY, and acts as co-trustee for the Thomas J Duddy Trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Halle Denman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Her prior work includes roles at FedEx, Oxford Global Resources, and ConnectiveRx, as well as service with AmeriCorps NCCC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Deborah Thompson is a financial advisor at Edward Jones in Reno, PA, holding a Series 66 designation and beginning her industry experience in 2020. She has been associated with Edward Jones since 2020 and was previously involved with the Loyal Christian Benefit Association. Outside of her advisory role, she is a part-owner of Venango Golf LLC, a driving range in Franklin, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Kodie Earp is a financial advisor with Edward Jones in Reno, PA, holding a Series 66 designation and having 17 years of industry experience. He has been with Edward Jones since 2009. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors and more than 15,000 branch offices.

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.

James Williams Jr. is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Secretary of the Board of Directors for the Northwest Hospital Foundation and is a member of the Applefest Festival committee through the Franklin Area Chamber of Commerce. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, encompassing capital market assumptions and probabilistic modeling to support client decision-making.

Donna Rapp is a financial advisor with Edward Jones in Seneca, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of advisors.

Thomas Kadylak is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and AT&T. Kadylak currently has roles at Northwest Bank alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.