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.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Mutual of Omaha and its affiliated services since 2008. Outside of his advisory role, he is also licensed as an insurance agent across several lines including life, fixed annuities, accident and health, property, and casualty. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Kyle Cathcart is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney, he worked for Clarion County Adult Probation for five years. Outside of his advisory role, he serves as an assistant coach for middle school student athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Avari Schmader is a CFP®-credentialed financial advisor with three years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, Schmader spent 13 years teaching at North Clarion Jr./Sr. High School and three years at Clarion University of Pennsylvania. Schmader is also a member of the Clarion Rotary Club. 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, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

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.

Raymond Winslow is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Star Financial Services Group LLC since 2013. In addition to his advisory role, he provides income tax preparation services seasonally and occasionally performs bookkeeping and payroll tasks. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

Jennifer Fletcher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021, and previously served at CUNA Mutual Group and CUNA Brokerage Services, Inc. for nearly two decades. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. Their services integrate with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on multiple local boards, including the Clarion Rotary, Clarion County Economic Development Corporation, and Clarion Blueprint Community, focusing on community development and programming. Janney Montgomery Scott 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 with brokerage, financial planning, and advisory services, utilizing both in-house and third-party asset management across various wrap and managed account programs.

Casey O’Toole is a financial advisor with Janney Montgomery Scott holding a Series 66 credential and one year of industry experience. Prior to joining Janney, he worked eight years at Clarion County Community Bank and eleven years at Northwest Bank. He serves on several local boards related to housing and community development, including the Clarion County Housing Authority, the Clarion County Redevelopment Authority, and the Clarion County Housing Development Corporation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house and third-party portfolio management across multiple advisory platforms.

Patricia Doverspike is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked for Corporate Risk Holdings, LLC for over two decades. 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 plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and various advisory programs.

Jennifer Williams is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 16 years of industry experience. She has been with Janney Montgomery Scott, LLC since 2006. 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 plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Hayley Hewlett is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Grant Thornton and the University of Pittsburgh. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Barbara Stroup is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at LPL Financial since 2010, with a brief tenure at PNC Wealth Management and other firms prior to that. In addition to her advisory role, she serves as a notary for client documents. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Michael Patton is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Cetera Financial Specialists LLC and Patton Insurance Services. He is also involved in real estate through Pat Merwin Realty. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lane Cicciarelli is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2020, with a brief period of other activities including full-time studies and employment at Tom's Riverside. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Scott Konwinski is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of experience in the industry. He previously worked at Wells Fargo Advisors for five years and Edward Jones for six years before joining LPL Financial in 2017. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Wagle is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee for Bridge Builders Community Foundations and acts as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

Lance Cicciarelli is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds a Series 66 license and is based in Clarion, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Michael Bonnett is a CFP® and ChFC® with 27 years of experience in the financial industry. He has been with LPL Financial since 1998. Outside of his advisory role, he operates Berteotti Insurance & Financial Services in Shippenville, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Courtney Hunsberger is a financial advisor with Ameriprise in Clarion, PA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Iron Point Financial, TGI Financials, and Nationwide Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, supporting asset allocation and Social Security claiming decisions within a structured investment framework.

James Queen Jr. is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Transamerica Capital, TSC Distributors, and Eaton Vance Management. Outside of his advisory work, he is involved with the National Ski Patrol. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Zachary Garbarino is a financial advisor at Edward Jones in Clarion, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Stackhouse Mgmt/Jones Estates LLC and worked in retail and construction-related roles. He is co-owner of The Docktors LLC, a local business that installs and removes docks in the Clarion area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets and supported by a broad network of financial advisors and branch offices nationwide.

Jonathan Williams is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Clarion, PA. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he serves on the Finance/Audit Committee for Clarion Fire & Hose Co No 1. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Sherri Eadie is a financial advisor with LPL Financial in Clarion, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, Ms. Eadie serves as a FINRA arbitrator and is engaged in wildfire firefighting and small business ownership through Hilltop Farms. 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, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms with support from advanced operational tools and a broad suite of non-advisory financial services.

Richard Hewlett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2019, and previously spent 13 years with Pacific Life and Pacific Select Distributors. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Mitchell Kyser is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Northwest Bank. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Kimberlie Bowden is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Alexander Gourley is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for five years and has diverse business experience including involvement in a cattle buying and selling operation. 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, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives utilizing both discretionary and non-discretionary strategies.

Linda Miller is a Series 66 licensed financial advisor with six years of experience at Edward Jones and two years at NT Concepts, totaling eight years in the industry. She currently works in Clarion, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.