Level Financial Advisors, Inc.

Steven Elwell is a CFP® professional with 11 years of industry experience. He has been with Level Financial Advisors, Inc. since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors is a fee-only firm serving individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified, asset-allocation approach with mutual funds and ETFs, providing discretionary portfolio management and comprehensive financial planning.

Elise Murphy is a CFP® professional with four years of industry experience, currently serving at Level Financial Advisors, Inc. She has been with the firm since 2012. Level Financial Advisors is a fee-only firm that provides financial planning and investment management to individuals, families, trusts, non-profits, and small-business retirement plans. The firm employs an asset-allocation strategy using diversified mutual funds and ETFs, with a focus on tax-efficient portfolio management and client education.

Winfred Jacob is a CFP® and ChFC® with 37 years of experience in financial services. He has worked at Level Financial Advisors, Inc. since 2016 and previously held roles at Cadaret, Grant & Co., Inc., Frontier Financial Group, LLC, and operated as a self-employed insurance agent. Level Financial Advisors is a fee-only firm serving individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified asset-allocation approach with mutual funds and ETFs, providing discretionary portfolio management, comprehensive financial planning, and specialized 401(k) plan services that include participant education and employee workshops.

Alyssa Bogardus is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Level Financial Advisors, Inc. She has been with Level Financial Advisors since 2021. Prior to her advisory role, she worked in educational positions at Edinboro University and Girard High School. Level Financial Advisors is a fee-only firm that serves individuals, families, trusts, non-profit organizations, and small-business retirement plans. The firm uses a diversified, asset-allocation approach with mutual funds and ETFs, providing discretionary portfolio management and comprehensive financial planning.

Evan Loomis is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Level Financial Advisors, Inc. He previously operated his own consulting business, Loomis Financial Consulting, for eight years and worked at First Financial Consulting for four years. Level Financial Advisors is a fee-only firm that provides financial planning and investment management services to individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified, asset-allocation approach with mutual funds and ETFs, incorporating tax-efficient portfolio management and participant education in its retirement-plan services.

Rosanne Braxton is a CFP® professional with 12 years of industry experience. She has been with Level Financial Advisors, Inc. since 1987, contributing to the firm's operations over an extended period. Level Financial Advisors is a fee-only firm that serves individuals, families, trusts, non-profit organizations, and small-business retirement plans. The firm employs a diversified asset-allocation approach using mutual funds and ETFs, offering discretionary portfolio management and comprehensive financial planning services.

Lucas Moshier is a CFP® professional with one year of experience currently serving as a financial advisor at Level Financial Advisors, Inc. His prior work includes roles at Alsheimer & Evarts Tax Accounting, Bright Futures Wealth Management, and teaching positions at The State University of New York and Alfred College. Level Financial Advisors is a fee-only firm that provides financial planning and investment management services to individuals, families, trusts, non-profits, and small-business retirement plans. The firm employs an asset-allocation approach using diversified mutual funds and ETFs, with a focus on tax efficiency and client education.

Michael Angelucci is a CFP® with five years of industry experience, currently serving at Level Financial Advisors, Inc. since 2019. He previously operated Angelucci Wealth Management LLC for eight years and worked at New Directions Youth and Family Services for over two decades. Level Financial Advisors is a fee-only firm that provides financial planning and investment management to individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified asset-allocation approach with mutual funds and ETFs, emphasizing tax-efficient portfolio rebalancing and participant education in retirement-plan services.