John Palmieri is a financial advisor at Aviso Wealth Management with 25 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at LPL Financial and Gladstone Wealth Partners. Outside of advisory work, he operates Palmieri Financial Group, a sole proprietorship selling fixed annuities, Medicare and healthcare products, and property coverage for collectibles, and he also buys and sells items on eBay. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across 772 client relationships. The firm employs a variety of analytical approaches to develop client-specific investment policies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Samantha Woodin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at Primerica Advisors since 2014 and was previously employed at Lottsville Milling from 2015 to 2018. Outside of her advisory role, she is involved in sales of home security and automation products through a co-located affiliate of her firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while using a tiered wrap-fee structure.

Gary Barnes Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Olewine Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, Ameriprise Financial Services, Inc., and First Niagara Bank. He is the owner of BBG Enterprises LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Jason Rafalski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of a rental property in North Warren, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Louis Sanchez Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Sanchez serves as Treasurer on the Board of Directors for St. James Haven, a nonprofit organization in Meadville, PA. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Amee Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at M&T Bank, Olewine Financial Group, Eagle Strategies (NY Life), and Key Investment Services. She currently operates Wilmington Advisors at M&T, a business related to her LPL Financial activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

Brenda Pepper is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for her high school alumni association in Youngsville, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Paul Cardinale is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Miranda Munksgard is a financial advisor with LPL Financial in Warren, PA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Northwest Bank since 2017 and has prior experience with Ameriprise Financial Services and PNC Investments. Munksgard serves as president of the local Kiwanis International chapter and co-owns Kepeli Inc., where she holds secretary and treasurer roles. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tanya Hoffman is a financial advisor with Ameriprise based in Pittsfield, PA, holding Series 63 and Series 66 registrations and with 10 years of industry experience. Her prior roles include positions at LPL Financial, Cetera Investment Services LLC, and Northwest Savings Bank. She is also involved in various banking activities through outside employment with CNB. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research-driven modeling and automated tools to deliver tailored, non-discretionary advice within its broader advisory, brokerage, and insurance services.