Susan Middleton

Stephen English is a financial advisor at CWA Asset Management Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First National Bank for 13 years. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm uses proprietary investment models combining fundamental and quantitative analysis and offers a range of services including family-office support, retirement plan fiduciary services, and access to private investment vehicles.

Alicia Wilson is a financial advisor at PNC Wealth Management with three years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott from 2015 to 2025 before joining PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

Michael Wellmon is a financial advisor at PNC Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and AT&T Mobility. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement investments via approved models with mutual funds and ETFs.

Sarah Irwin is a financial advisor with Ameriprise in Pleasantville, PA, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2010 and currently also serves as a Notary Public. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients holding Ameriprise Managed Accounts.

Kenneth Bodamer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Servis One Inc d/b/a BSI Financial Services for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Watson is a financial advisor with Edward Jones in Titusville, PA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.