Matthew Reitz

Logan Reed is a CFP® professional at McKinley Financial with five years of industry experience. He has been with McKinley Financial since 2019 and previously worked at McKinley & Co, PC, Clarion University of PA, and CRW Home Center. McKinley Financial is a four-advisor team that provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages approximately $97 million using discretionary portfolio management with model portfolios and a mix of mutual funds and ETFs, applying strategies such as Modern Portfolio Theory and long-term purchase approaches.

Nicholas Nosker is a financial advisor at McKinley Financial with four years of industry experience. He holds a Series 65 designation and has worked previously at Clyde, Ferraro & Co. LP. He is also a 20% shareholder and officer (Secretary/Treasurer/CFO) of McKinley & Co., PC, a CPA firm affiliated with his advisory practice. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets on a discretionary basis using model portfolios and a combination of mutual funds and exchange-traded funds, applying methods such as Modern Portfolio Theory and long-term purchase strategies.

Mark McKinley is a CFP® with 26 years of industry experience, currently serving at McKinley Financial in Brookville, PA. He has been with McKinley Financial Advisors and its affiliated firm McKinley & Co., PC since 2003, holding roles including shareholder and CPA. Outside of advisory work, he has experience as a CPA and has owned a commercial building leasing business. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets primarily on a discretionary basis using model portfolios and a mix of mutual funds and ETFs, applying strategies such as Modern Portfolio Theory and long-term purchase approaches.

Samuel Mckinley is a financial advisor at McKinley Financial with 12 years of industry experience. He holds a Series 63 designation and has been associated with McKinley Financial Advisors, Inc. since 2016. Outside of his advisory role, he serves on the board of Historic Brookville, Inc., where he is responsible for bookkeeping. McKinley Financial provides investment advisory services to individuals, estates, trusts, pension plans, charities, and businesses. The firm manages client assets primarily on a discretionary basis using model portfolios and a mix of mutual funds and ETFs, employing strategies such as Modern Portfolio Theory and long-term purchase approaches.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 2008. In addition to his advisory role, Johnson is also active as an insurance agent specializing in life and fixed annuities, accident and health, property and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions through a network of Investment Advisor Representatives.

Clarence Mercatoris III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Before joining Cambridge in 2021, he worked at Allegheny Investments Ltd for 13 years. He is also involved in business activities including ownership of an energy company and participation in a local hunt club. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of account platforms and third-party strategists.