Noah Rankin is a financial advisor at Green Leaf Advisors with Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies (NY Life), Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is also employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is an independent, fee-only investment adviser serving mostly individual clients along with pension and profit-sharing plans. The firm utilizes asset allocation and Modern Portfolio Theory with a mix of passive and active funds and offers retirement plan consulting uncommon for a solo practice.

Logan Reed is a CFP® professional at McKinley Financial with five years of industry experience. He has been with McKinley Financial since 2019 and previously worked at McKinley & Co, PC, Clarion University of PA, and CRW Home Center. McKinley Financial is a four-advisor team that provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages approximately $97 million using discretionary portfolio management with model portfolios and a mix of mutual funds and ETFs, applying strategies such as Modern Portfolio Theory and long-term purchase approaches.

Nicholas Nosker is a financial advisor at McKinley Financial with four years of industry experience. He holds a Series 65 designation and has worked previously at Clyde, Ferraro & Co. LP. He is also a 20% shareholder and officer (Secretary/Treasurer/CFO) of McKinley & Co., PC, a CPA firm affiliated with his advisory practice. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets on a discretionary basis using model portfolios and a combination of mutual funds and exchange-traded funds, applying methods such as Modern Portfolio Theory and long-term purchase strategies.

Mark McKinley is a financial advisor at McKinley Financial with 27 years of industry experience. He holds the Series 66 designation and has previously worked at McKinley & Co., PC as a CPA and shareholder from 1983 to 2017, continuing as a CPA employee thereafter. Outside of financial advising, he has experience as a commercial building lessor. McKinley Financial serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and charitable organizations, providing discretionary portfolio management and pension consulting services. The firm typically manages accounts on a discretionary basis using model portfolios and long-term allocation strategies, with ongoing monitoring and periodic formal reviews.

Samuel Mckinley is a financial advisor at McKinley Financial with 12 years of industry experience. He holds a Series 63 designation and has been associated with McKinley Financial Advisors, Inc. since 2016. Outside of his advisory role, he serves on the board of Historic Brookville, Inc., where he is responsible for bookkeeping. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets primarily on a discretionary basis using model portfolios and a mix of mutual funds and ETFs, employing strategies such as Modern Portfolio Theory and long-term purchase approaches.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated investor services firm since 2008. In addition to his advisory role, Johnson is also an insurance agent specializing in life and fixed annuities, accident and health, property and casualty insurance lines. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third-party money managers and platform relationships to deliver tailored investment solutions.

Mark Luchesa is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has been with Private Advisor Group since 2011. He also operates Marcello Wealth Management, Inc., where he is involved with life and health fixed annuities. Additionally, Luchesa serves on the board of the Marcello Charitable Trust. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms to deliver customized solutions.

Chase Carmichael is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 11 years of industry experience. He has held roles at various firms including GW&K Investment Management, Mercer Global Advisors, Fisher Investments, and TD Ameritrade. Chase holds the Series 63 and Series 66 designations. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates governance and sustainability assessments in its active equity and fixed-income strategies across market capitalizations.

Clarence Mercatoris III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He previously worked at Allegheny Investments Ltd for 13 years before joining Cambridge Investment Research Advisors in 2021. Outside of his advisory role, he is involved as an owner in energy and real estate ventures, including a gas and oil company and a hunting club. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm utilizes both proprietary and third-party investment strategies, providing discretionary and non-discretionary portfolio management across multiple platforms.

Samuel Whitling is a financial advisor with Edward Jones in Brookville, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than 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.

Brendan Allison is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following roles at Clarion Chrysler/Clarion Ford and Taylor Diversion Programs. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Matthew Reitz is a financial advisor with Edward Jones in Brookville, PA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Solvay from 2014 to 2017. Outside of his advisory role, he volunteers as a presenter for the "Foundations of Investing" program for high school economics students and serves as the head coach of the Brookville Area School District boys varsity basketball team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Teri Stitzinger is a financial advisor with OSAIC based in Brookville, PA, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience and has worked at firms including Securities America and Investacorp Advisory Services. She also operates under the DBA Stitzinger Financial Solutions, where she provides advisory and insurance services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services with access to multiple platforms and third-party money managers.

Clarence Mercatoris IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2021 and Allegheny Investments, Ltd in 2020. He is also involved in managing an independent investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement services through a network of independent advisors, offering both proprietary and third-party strategies across multiple platform arrangements.