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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Zachary Embry is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He previously worked at Farmers National Bank and has experience with businesses including Rapid Roofing, Inc. and Knox Recycling, Inc. He is active in his community, serving as president of the governing board for Community Services of Venango County and holding trustee and board member roles at local organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.