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.

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Zachary Honess is a financial advisor at Secure Asset Management, L.L.C. with six years of industry experience. He holds the Series 66 designation and has worked at Hancock Capital Management, Cadaret Grant, and Paceline Financial. Outside of his advisory role, he operates Paceline Financial, LLC, providing insurance services in Pennsylvania and Tennessee. Secure Asset Management primarily serves individual clients with personalized financial planning and discretionary investment management, alongside pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and focuses on client-specific investment strategies without maintaining traditional corporate client relationships.

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.

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.

Bryce Vogel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and four years of industry experience. His work history includes roles at Empower Financial Services, LPL Financial LLC, and prior positions at Gannon University and Big Lots LLC. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third‑party methodologies focused on long‑term portfolio returns and client savings rates.

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.

Gregory Keil is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Stifel Independent Advisors, Ameriprise Financial Services, and CUSO Financial Services. He holds a Series 63 designation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs analysis.

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.

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 with Cetera, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at firms including Securities America, Erie Bank, and First National Bank of Pennsylvania. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party money managers within a multi-manager platform framework.

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.

William Mccullough is a CFP® with 17 years of experience in financial advising. He is currently with Ameriprise and has prior experience at LPL Financial, Northwest Bank, Northwest Advisors, Inc., and Cetera Investment Services LLC. He serves on the Board of Directors and as Treasurer for the United Way of Western Crawford County. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income 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.

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.

Emily Cevera is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has prior work experience in educational and hospitality roles, including serving as a bartender at Riverside Brewing Co. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

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.

Allison Rebich is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Stifel Independent Advisors and PNC, as well as work outside finance at Grub Hub and First National Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm combines proprietary research and planning tools to develop recommendations delivered through meetings and written summaries, with optional implementation via brokerage or advisory programs.

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.

Zane Wright is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Stifel Independent Advisors for four years and has held roles outside of finance, including positions at Snowbelt Beverages and Serafini' Restaurant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, and provides specialized planning services for clients who meet net-worth thresholds.

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.

Brian Long is a financial advisor with Wells Fargo Advisors in Edinboro, PA, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Stifel Independent Advisors, Ameriprise Financial Services, and Janney Montgomery Scott. He rejoined Wells Fargo Advisors in 2026 after an earlier tenure in 2017. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in how they implement those recommendations.

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.

Eli Rebich is a financial advisor with Wells Fargo Advisors in Edinboro, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Stifel Independent Advisors LLC and Ameriprise Financial Services Inc. Outside of his advisory work, he serves as president of Regal Dog Real Estate, a real estate holding company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu addressing various client needs, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

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.