Mariah Magness is a financial advisor at Magness Wealth Management with Series 63 and Series 65 licenses and one year of industry experience. Prior to founding her independent firm, she worked at United Planners Financial Service and OneAmerica Securities. Outside of advising, she operates a business selling a financial tracking template on Etsy. Magness Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm employs a blend of modern portfolio theory and both passive and active investment techniques, utilizing fundamental, technical, and charting analysis, and incorporates third-party AI tools alongside human review in its research process.

Patrick Scherer is a CFP® and ChFC® with six years of experience in the financial services industry. He is currently with Compound Planning, Inc., where he has worked since 2025. His prior experience includes roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations that integrate long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

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 with \u0026Partners in Oil City, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Pioneer Funds Distributor, Inc. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management.

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, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities and American United Life and is president of several non-investment and consulting businesses, including Group Management LLC and Excellence Accounting LLC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, and institutional clients. The firm supports independent Investment Adviser Representatives through a limited-partnership ownership structure, offering both advisory and brokerage services with a predominance of non-discretionary account management.

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 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles at OneAmerica Securities, American United Life, and Western and Southern Life. Outside of his advisory work, he is co-owner of Narrow Lane Entertainment LLC, an entertainment company based in Knox, PA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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 with &Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Raymond James & Associates for 11 years before joining &Partners in 2025. Outside of advisory work, he is involved in several business ventures including serving as CEO and President of Magrini Management LLC and Pinnacle Wealth Solutions, a real estate holding company. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and related financial services using a combination of proprietary and third-party strategies, with a platform supporting both discretionary and non-discretionary account management.

Sandra Young is a CFP® professional with 38 years of industry experience, currently serving at Raymond James Financial. Her career includes roles at First Street Financial and Fidelity and Guarantee Life Insurance. She owns and operates SJ Young Financial Services LLC, managing branch operations and support staff. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting.

John Danzer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at several firms, including Cadaret Grant & Co., Inc. and Good Life Advisors, LLC, and operates a sole proprietorship insurance sales business focused on fixed annuities. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors and over $819 billion in discretionary assets.

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.

Christopher Simms is a financial advisor at Stifel with 18 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2013 and previously held positions at PNC Wealth Management, Natcity Investments, Inc., and Edward Jones. Outside of his advisory role, Simms serves as chairman of Franklin Moving Forward, a nonprofit organization focused on community development in Franklin, PA, and is a board member of the UPMC Northwest Board of Directors. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by the firm’s Investment Strategy Group.

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, holding a Series 63 designation and bringing 46 years of industry experience. He has been with LPL Financial since 1998. Karnish also sells fixed annuities and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its advisors with research and operational tools.

Francis Geary is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliated firms since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 at Edward Jones in Franklin, PA, holding the CFP® and ChFC® designations with 30 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. The firm offers a range of advisory services and investment strategies under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

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 holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a zoning hearing committee member for Sandycreek Township in Franklin, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

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 with LPL Enterprise, holding the ChFC® and Series 63 designations, and has 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ft. Washington Brokerage Services, Inc. He also acts as a contracted agent with Crump Outbrokerage, a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

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.

Steven Wortmann is a financial advisor with LPL Financial in Cranberry Township, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Cetera Investment Services, Infinex Investments, First Commonwealth Bank, and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of investment programs and utilizes various portfolio management approaches, supported by technology tools for operational and research purposes.

Warren Mathe is a financial advisor with Equitable Advisors in Cranberry Township, PA, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, Mathe serves as a trustee and planner for the Parish Pastoral Council at St. Ferdinand Catholic Church in Rochester, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to serve clients, including non‑high-net-worth individuals and institutional clients.

Halle Veltri is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previous work experience at FedEx, Oxford Global Resources, ConnectiveRx, AmeriCorps NCCC, and Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large national network of advisors and branch offices, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and comprehensive advisory services.

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 Series 66-licensed financial advisor with Edward Jones, based in Reno, PA, and has one year of industry experience. She has worked at Edward Jones since 2020, apart from earlier roles at Loyal Christian Benefit Association and UPMC Hillman Cancer Center. She is a part-owner of Venango Golf LLC, a driving range business in Franklin, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated services, supported by a large network of financial advisors and branch offices across the U.S.

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.

Kodie Earp is a financial advisor with Edward Jones in Reno, PA, holding a Series 66 designation and 17 years of experience at the firm. 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. The firm offers a range of advisory programs and investment strategies, backed by a large network of financial advisors and branch offices nationwide.

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 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.