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 financial advisor with Cetera, holding CFP® and ChFC® designations and over 31 years of experience in the industry. Her career includes roles at Fox Financial and Avantax Investment Services, among others. She is also an enrolled agent providing tax preparation and bookkeeping services through Fox Holdings Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

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 at LPL Financial with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial, he held roles at Northwest Bank and in transportation-related positions. He also serves as a Notary Public. 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 advisers. The firm offers a range of advisory programs, financial planning services, and portfolio management options incorporating research from LPL and third-party sources.

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 Series 65 and Series 66 credentials and four years of industry experience. His prior work includes roles at CNB Bank and Erie Bank, along with five years in the tire industry at Superior Tire. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Chadwick Murray is a CFP® professional affiliated with LPL Financial, with 15 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience at Invest Financial Corporation and Community BANK. 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 broad range of financial planning and advisory services, including model portfolios and retirement plan consulting, leveraging both discretionary and non-discretionary management strategies.