John Palmieri

Thomas Skelton is a CFP® with 13 years of industry experience currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, United Advisors Services, Cetera Investment Services, and Northwest Advisors. He serves as vice president on the Warren Public Library board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and implements strategies through unaffiliated Independent Managers and third-party platforms.

Alicia Reed is a financial advisor at CWM, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Inc., Mid Atlantic Capital Corporation, and Lions Gate Wealth Management. Reed has been with CWM since 2019. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Daniel Halle is an investment advisor representative with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016. Halle also serves as a regional director of retirement plan sales with P&A Group and is a board member of Pittsburgh Retirement Professionals. He provides voluntary consulting support on goal setting for Hospice of Warren County. Kestra Advisory Services offers investment advisory and retirement-plan consulting for plan sponsors and a diverse range of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, investment advice, and employee education, supporting both discretionary and non-discretionary fiduciary roles.

Scott Olewine is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation along with a Series 63 license. He has 24 years of industry experience and has been with Eagle Strategies since 2014. Olewine also operates Olewine Financial Group and serves as a board member for Northern Pennsylvania Regional College. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of the end of 2024.

Laura Ahl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Cetera, Northwest Advisors, Inc., and Northwest Savings Bank, where she has been employed since 1998. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Timothy Holter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he serves on the Warren County Council on Tourism & Chamber Operations Board of Directors and is Vice-President of the Kinzua Wrestling Club, a youth sports nonprofit. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model wealth portfolios, and third-party asset management programs.