Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Gregory Curtis is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at HBK CPAs & Consultants and Arnett Carbis Toothman. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Tyler Graham is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Chase & Co. from 2013 to 2019 before joining Janney Montgomery Scott. Outside of work, he serves as the Exalted Ruler for the Benevolent and Protective Order of Elks, Meadville Lodge No. 219, where he oversees lodge operations and charitable programs. 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 range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and various advisory programs.

Ethan Klie is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Kinley Carter Wealth Services and attended Grove City College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Robyn Yahner is a financial advisor with LPL Financial in Greenville, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her career includes roles at Cetera, Ameriprise, and Greenville Financial Consultants, and she is also employed at Thiel College. In addition to her advisory work, she is involved with Thiel College in an investment-related capacity. 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 range of advisory and brokerage services with access to various investment strategies, supported by advanced research tools and a broad platform that includes insurance and banking partnerships.

Dow Lindholm is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with Cetera Investment Advisors LLC and affiliated entities since 2014. Outside of his advisory role, he serves as chairman of the elder board at Grace Chapel Community Church, coaches youth baseball and softball, and is a commissioner and secretary for the Greenville Municipal Airport. Cetera Investment Advisors LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

James Oakes is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. He has been with OSAIC since 2016 and also owns Oakes Financial, where he oversees tax preparation and accounting. Outside of his advisory roles, he serves as a volunteer board member for the Meadville Area Sewer Authority and coaches girls varsity basketball at Crawford Christian Academy. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and access to multiple third-party money managers and wrap programs.

Andrew Eshelman is a Series 66 licensed financial advisor with Edward Jones in Greenville, PA. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he is a co-owner of a rental property inherited from his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Warren Seeley is a financial advisor with LPL Financial in Conneaut Lake, PA, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., International Assets Investment Management, LLC, and Seeley Financial, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and technology tools while overseeing over $819 billion in discretionary assets.

Max Messett is a Series 66-registered financial advisor with LPL Financial, based in Greenville, PA, and has two years of industry experience. Prior to joining LPL Financial, he held positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and State Farm. Messett is also involved in selling life, disability insurance, and fixed annuities as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary research and third-party strategies across various asset classes.

Katherine White Hartman is a financial advisor at Raymond James Financial with two years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2023. Outside of finance, she is the owner of a small business focused on writing and publishing books and occasionally participates in speaking events. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting.

Randy Shaffer is a financial advisor with OSAIC, holding the CFP® and ChFC® designations, and has 26 years of industry experience. He previously worked at FSC Securities Corporation for 23 years and has owned Shaffer Financial, Inc. since 2000. In addition to his advisory work, he sells and services fixed insurance products including health insurance, life insurance, and fixed annuity products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of affiliated advisers, employing asset-allocation tools and multiple investment platforms.

Stephen Lewis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and 41 years of industry experience. Prior to joining Cambridge in 2018, he worked at Stifel for nine years. He serves as a school board member and has experience coaching in the Greenville Area School District, and he is also vice president of a local bar and restaurant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering various portfolio management options and model-based solutions tailored to client objectives.

Daniel Williams is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked with Bush Investment Group and operates his own firm, Williams Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA Employer Advisory services.

Kevin Orsinger is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors and Walnut Street Securities. Outside of his advisory role, he is co-owner of business entities including ORSINGER IMPACT, LLC. 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 institutions. The firm offers a range of strategies including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Joseph Henegan is a financial advisor with OSAIC based in Greenville, PA, holding the CFP® designation and Series 63 license, with 40 years of industry experience. He has been associated with Royal Alliance since 2007. Outside of his advisory work, Henegan serves as treasurer for the Jamestown Area School District Foundation and has acted as a township auditor since 1990. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers and multiple platforms. The firm integrates brokerage and advisory services, employing asset-allocation tools, managed portfolios, and third-party solutions to support discretionary and non-discretionary accounts.

Bruce Phillips Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with LPL Financial since 2021 and previously spent two decades at Waddell & Reed, Inc and various insurance carriers. Phillips also manages BJP Group LLC, a business entity unrelated to investment activities. 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 broad range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rebecca Spadafore is a financial advisor with Ameriprise in Meadville, PA, holding a Series 66 designation and three years of industry experience. Her prior work includes five years at LPL Financial and roles in education with the Conneaut School District and Creating Landscapes Learning Center. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

David Astry is a financial advisor at Raymond James Financial with 17 years of industry experience and holds a Series 66 designation. He has been with Raymond James Financial Services since 2010. Outside of his advisory role, he provides investment and financial advice as an independent contractor for Bush Investment Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Richard Seidel Jr. is a financial advisor with Raymond James Financial in Meadville, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Raymond James since 2001 and previously operated Seidel Financial Inc. for 13 years. Outside of advisory work, he owns and operates a golf simulator recreation and training facility, The Vault Course LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Mahoney is a Series 66-licensed financial advisor with Edward Jones in Meadville, PA, where he has worked since 2007. He has 19 years of industry experience. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alexander Weir is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Securities America, Erie Bank, and First National Bank of Pennsylvania. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, overseeing over $256 billion in assets with more than 10,000 advisors nationwide.

Ryan Messenger is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by PNC Bank from 2012 to 2017. He is based in Meadville, 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Bowman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of financial advising, she is involved in a cosmetic sales business and manages a small farm where she leases horse stalls. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Mccullough is a CFP®-designated financial advisor with 17 years of industry experience, currently with Ameriprise Financial Services, LLC. His prior roles include positions at LPL Financial, Northwest Bank, Cetera Investment Services, Citizens Securities, and PNC Wealth Management. He serves on the Board of Directors and acts as Treasurer for United Way of Western Crawford County. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on retirement income sources and tax-aware withdrawal strategies.

Alexander Ferry is a Series 66 licensed financial advisor with Ameriprise in Greenville, PA, having one year of industry experience. His prior work includes roles in education and facilities management, as well as a position at Olive Garden. He also serves as an associate advisor to an Ameriprise franchisee’s practice through ACAG3 LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver customized, non-discretionary recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Daniel Malyuk is a financial advisor with Cetera based in Meadville, PA, holding Series 63 and Series 66 designations. He has 12 years of industry experience, having worked at KeyBank and its affiliated entities prior to joining Cetera in 2022. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Matthew Mcewen is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Strategic Lifestyle Advisors. Outside of his advisory role, he is involved with Greenville Financial Consultants, Inc., an entity supporting his LPL business. 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 services, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a broad platform of non-advisory financial activities.

Deborah Obenrader is a Series 66 licensed financial advisor with Edward Jones, based in Conneaut Lake, PA. She has four years of industry experience, including time at Edward Jones since 2022 and a prior 27-year tenure at Street Track n Trail, Inc. 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 solutions, operating with a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Zachary Henegan is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance Associates since 2017. Henegan also operates Henegan Financial Services, a sole proprietorship where he engages in research and office administration. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.

Carolyn Tewell is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2008. Outside of her primary role, she works as an independent contractor financial planner for Bush Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Robert Brest Jr. is a financial advisor with Edward Jones in Meadville, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,700 financial advisors.

Todd Erdos is a financial advisor with Edward Jones in Meadville, PA, holding a Series 66 license and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Andrew Alexander is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 2006 and has served as an independent contractor and officer for Bush Investment Group, LLC since 2009. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Jacob Eshelman is a financial advisor at Edward Jones in Greenville, PA, holding a Series 66 designation with two years of industry experience. He previously worked at Pruco Securities LLC and has been employed at Edward Jones since 2022. Outside of his advisory role, he has lifeguard experience at the Franklin Area YMCA, where he taught swimming and maintained pool safety. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Evan Gerber is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he worked at PwC US Tax LLP and Baker Tilly US LLP, and has experience in education with the Conneaut School District and Thiel College. He has also been involved with Shabby’s Ice-Cream Shack. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment options.

Douglas Nola is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicholas Rinella is a financial advisor at Edward Jones in Meadville, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Roofmaxx and Walmart and attended school full time from 2019 to 2023. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Timothy Riggs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and also operates Riggs Financial Services, which has been active since 1989. Additionally, he works as an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and estates by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with flexibility in discretionary or non-discretionary management tailored to client objectives.

Tyler Wasser is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Grenville Savings Bank, Citizens Securities, Inc., Citizens Bank, and Waddell & Reed, Inc. Outside of his advisory role, he is a Notary Public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Noah Richardson is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Henegan Financial Services and Sheetz. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to various managed-account solutions.