Stephen Uzonyi

Patrick Scherer is a CFP® and ChFC® with five years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2025. His prior experience includes roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers both discretionary and non-discretionary portfolio management with customization options and ongoing client oversight.

Brian Kurtich is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Innovation Partners LLC, Silver Oak Securities, The O.N. Equity Sales Company, and Lee Snyder Financial. Outside of advisory services, he is involved in real estate sales through 1st Rate Realty LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and consulting. The firm offers a range of services including managed account programs, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary for the Masonic Hall Association in Oil City, PA. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors and more than 235,000 clients. The firm offers a multi-channel investment platform combining third-party manager strategies, model-based solutions, and in-house portfolio management, serving individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Joseph Shields is a Series 66 licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2025. Prior to this, he held positions at OneAmerica Securities and American United Life and has a background that includes education roles. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Reese Stiller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has five years of industry experience, including prior roles at OneAmerica Securities and American United Life. Outside of his advisory work, he serves as president of several non-investment-related businesses, including a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base ranging from individuals to institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and money managers, primarily managing non-discretionary assets through both fee-based and commission-based options.

Alyssa Prettyman Ion is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.