Joseph Neff is a financial advisor at Edward Jones in Bradford, PA, holding CFP® and Series 66 designations with eight years of industry experience. His prior work includes roles at Mindshare and Hearst, as well as a four-year period at Penn State University. 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, supported by a large network of financial advisors and branch offices nationwide.

Zachary Woodel is an Associate Financial Advisor at Ameriprise with two years of industry experience. He has been with Ameriprise since 2022 and previously spent ten years working at Tasta Pizza and Taproom. Outside of his advisory role, he serves on the boards of the Italian Club and the Bradford Chamber Foundation. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Sarah Boser is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 designation and has worked at various Cetera entities since 2022. Outside of her advisory role, she serves on the school development committee for Bradford Area Christian Academy and is an auxiliary member of the Frances Sherman Auxiliary to VFW Post 212. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and a multi-manager platform.

Linda Maley is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently affiliated with Cetera and has previously worked with Avantax Insurance Agency and other financial firms. In addition to her advisory role, she is an enrolled agent providing tax preparation services through Fox Holdings Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers with both discretionary and non-discretionary program options.

Donna Hollenbeck is a financial advisor at Edward Jones in Bradford, PA, holding the CFP®, ChFC®, and Series 63 designations with 39 years of industry experience. She has been with Edward Jones for 20 years. 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 large network of financial advisors and branch offices nationwide.

Nathan Chapman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Northwest Bank and various positions outside the financial sector. He also serves as a Notary Public. 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, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Courtney Clarke is a Series 66-credentialed advisor with Edward Jones, based in Bradford, PA, who has one year of industry experience. Prior to joining Edward Jones in 2022, Clarke worked at Northwest Bank and operated The Clarke Firm. Outside of financial services, Clarke was involved with Grahams Greenhouse & Landscaping for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Nathan Higbie is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience outside the financial industry, including roles in the food service sector. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver non-discretionary, research-driven retirement income recommendations.

Joseph Colosimo is a financial advisor at Ameriprise with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at CNB Bank, Erie Bank, Superior Tire, Northwest Advisors, Inc., and OBS Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their Premier Retirement Income service provides tailored recommendations developed through proprietary research and third-party data, emphasizing asset allocation and Social Security claiming options.

Chadwick Murray is a CFP® with 15 years of industry experience, currently serving at LPL Financial since 2018. His prior roles include positions at Merrill and Invest Financial Corporation. He is also affiliated with Community Bank, where he has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.