Gregory Brawn is a financial advisor with Success Wealth Management LLC in Cambridge Springs, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Success Wealth Management and Success Financial Solutions since 2019, and previously spent 10 years with Waddell & Reed, Inc. and various insurance carriers through W & R Insurance Agencies. Success Wealth Management LLC serves individual and high-net-worth clients, providing discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory to customize asset allocation based on client goals and risk tolerances and utilizes technology tools for marketing and client meetings.

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.

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.

Alicia Wilson is a financial advisor at PNC Wealth Management with three years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott from 2015 to 2025 before joining PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

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.

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.

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.

Kevin Cox is a financial advisor with Merrill in Cambridge Springs, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Merrill since 2013 and Bank of America since 2014. Outside of his advisory role, Cox serves as president of the Steel City Alumni Association, a fraternity alumni organization, and holds board positions with a rural electrical cooperative and a county fair nonprofit. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.