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.

Jonathan Beaton is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His previous roles include positions at Cambridge Investment Research, Securities America Advisors, LPL Financial, and Key Investment Services. Outside of advisory work, he is involved in insurance sales related to investment products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting using various investment models and custodian platforms.

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.

Chad Baccus is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with GWN Securities since 2012. In addition to his advisory role, he is involved in selling life insurance, long-term care, and annuities through various insurance carriers for W&R Insurance Agencies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through managed-account programs and a variety of portfolio strategies on the Fidelity-supported FMAX platform.

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.

Kristy Snippert is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. Her prior roles include positions at Northwest Bank, CCO Investment Services Corp, Natcity Investments, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. She is also involved with Northwest Bank in a non-investment capacity relating to bank partnerships. 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 and brokerage services, including financial planning and access to various asset management programs, supported by advisor-facing technology and a broad platform that integrates financial and banking services.

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.

Kacey Mills is a CFP®-certified financial advisor with 10 years of industry experience, currently with Cambridge Investment Research Advisors. Her prior roles include positions at AccessLex Institute, Stitch Fix, and PNC Bank. Outside of her advisory work, she is involved in online sales and acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of discretionary and non-discretionary strategies.

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.

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.

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.

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.

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.