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Mariah M

Series 63, Series 65

Tionesta, PA

Magness Wealth Management

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.

Retirement income strategy Cash flow / budgeting
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Stephen E

Series 63, Series 65

Centerville, PA

CWA Asset Management Group

Stephen English is a financial advisor with CWA Asset Management Group in Centerville, PA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining CWA Asset Management Group, he worked at First National Bank for 13 years. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individuals, family offices, trusts, and institutional investors. The firm employs both active and quantitative investment strategies that utilize proprietary models and incorporate artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Tax-loss harvesting Private / alternative investments Long-term care insurance Retirement withdrawal strategies Founder/Business Owner Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals
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Susan M

CFP®, CFA®, Series 65

Titusville, PA

Wealthcare Advisory Partners LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen U

Series 63, Series 65

Oil City, PA

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Howard G

Series 63, Series 65

Oil City, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Alyssa P

Series 63, Series 65

Oil City, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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David G

Series 63, Series 65

Oil City, PA

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Sarah I

Series 66

Pleasantville, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Casimir K

Series 63

Oil City, PA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kenneth B

Series 66

Titusville, PA

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General retirement planning Educators, Teachers, and Academics
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Michael W

Series 63, Series 66

Titusville, PA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert L

ChFC®, Series 63

Oil City, PA

LPL Enterprise

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.

Tax-loss harvesting
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Gregory B

Series 63, Series 65

Titusville, PA

LPL Enterprise

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.

Tax-loss harvesting
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Kevin B

Series 63, Series 65

Titusville, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jessica W

Series 66

Titusville, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas K

Series 66

Oil City, PA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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