Mariah Magness is a financial advisor at Magness Wealth Management with Series 63 and Series 65 licenses and one year of industry experience. Prior to founding her independent firm, she worked at United Planners Financial Service and OneAmerica Securities. Outside of advising, she operates a business selling a financial tracking template on Etsy. Magness Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm employs a blend of modern portfolio theory and both passive and active investment techniques, utilizing fundamental, technical, and charting analysis, and incorporates third-party AI tools alongside human review in its research process.

Susan Middleton is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently with Wealthcare Advisory Partners LLC and has previously been associated with Counsel Fiduciary, LLC and Thiel College. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline incorporating patented Wealthcare software and a behavioral economics framework, combining both passive and active strategies alongside dynamic rebalancing.

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.

Stephen Uzonyi is a financial advisor with \u0026Partners in Oil City, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Pioneer Funds Distributor, Inc. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management.

Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary of the Masonic Hall Association in Oil City, PA. 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 broad client base and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

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, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities and American United Life and is president of several non-investment and consulting businesses, including Group Management LLC and Excellence Accounting LLC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, and institutional clients. The firm supports independent Investment Adviser Representatives through a limited-partnership ownership structure, offering both advisory and brokerage services with a predominance of non-discretionary account management.

Alyssa Prettyman Ion is a financial advisor with Janney Montgomery Scott in Oil City, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Elijah Busch is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles at OneAmerica Securities, American United Life, and Western and Southern Life. Outside of his advisory work, he is co-owner of Narrow Lane Entertainment LLC, an entertainment company based in Knox, PA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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.

David Gunter is a financial advisor with &Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Raymond James & Associates for 11 years before joining &Partners in 2025. Outside of advisory work, he is involved in several business ventures including serving as CEO and President of Magrini Management LLC and Pinnacle Wealth Solutions, a real estate holding company. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and related financial services using a combination of proprietary and third-party strategies, with a platform supporting both discretionary and non-discretionary account management.

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.

Sarah Irwin is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and totaling 18 years of industry experience. She has worked at Ameriprise since 2010 and spent one year at Guiding Hands. Outside of her advisory role, she is a commissioned Notary Public. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Casimir Karnish is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 46 years of industry experience. He has been with LPL Financial since 1998. Karnish also sells fixed annuities and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its advisors with research and operational tools.

Francis Geary is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliated firms since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

Kenneth Bodamer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Servis One Inc d/b/a BSI Financial Services for 12 years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Michael Watson is a financial advisor with Edward Jones in Titusville, PA. He holds Series 63 and Series 66 designations and has 39 years of industry experience, including 28 years with Edward D. Jones & Co., L.P. 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, including discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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.

Robert Larkin is a financial advisor with LPL Enterprise, holding the ChFC® and Series 63 designations, and has 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ft. Washington Brokerage Services, Inc. He also acts as a contracted agent with Crump Outbrokerage, a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Gregory Brumagin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Lincoln Financial Advisors, and Waddell & Reed. Outside of his advisory work, Brumagin serves on several nonprofit boards, including a local planning commission, a little league board, and a school district board. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and financial planning through a network of investment adviser representatives.

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.

Kevin Bannon is a financial advisor with Ameriprise in Titusville, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he is a member of Bannon Financial LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large 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 options. The firm’s approach involves non-discretionary implementation and utilizes proprietary research and third-party data within a defined investment universe.

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 one year of industry experience. He holds the Series 66 designation and has previously worked at the University of Pittsburgh, Valley Pool and Spa, Robert Morris University, and Beaver Area School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable 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.

Jessica Walters is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Cetera Investment Services, First National Bank of PA, Purshe Kaplan Sterling Investments, and HBK Sorce Advisory LLC. In addition to her advisory work, she supports the operations of Bannon Financial, LLC, managing day-to-day activities and expenses. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ashlee Goodman is a financial advisor with Raymond James Financial Services, Inc. holding a Series 66 designation and seven years of industry experience. She also serves as an independent contractor for SJ Young Financial LLC. Her background includes roles in financial advising as well as experience in food service and catering businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

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.

Thomas Kadylak is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial and Northwest Bank since 2018, with prior roles at Bank of America, Merrill, and AT&T. Outside of his advisory work, Kadylak has business activities related to insurance and financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various strategies including model portfolios, third-party subadvisors, and customized approaches.