Noah Rankin is a financial advisor with Green Leaf Advisors LLC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to founding Green Leaf Advisors, he worked at Eagle Strategies LLC, Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is a fee-only independent investment adviser serving individual clients, pension and profit-sharing plans, and plan sponsors. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing a mix of passive and active funds, ETFs, and third-party managers, while also providing retirement plan consulting and ERISA 3(38) investment management services.

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.

Mark Luchesa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011 and also operates Marcello Wealth Management, Inc., where he offers fixed annuity products. Additionally, he serves as a board member of the Marcello Charitable Trust. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

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.

Samuel Whitling is a financial advisor with Edward Jones in Brookville, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Brendan Allison is a financial advisor with Edward Jones in New Bethlehem, PA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in the automotive and diversion program sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Matthew Reitz is a financial advisor with Edward Jones in Brookville, PA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Solvay from 2014 to 2017. Outside of his advisory role, he volunteers as a presenter for the "Foundations of Investing" program for high school economics students and serves as the head coach of the Brookville Area School District boys varsity basketball team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Marissa Beatty is a CFP® professional with seven years of industry experience, currently affiliated with OSAIC since 2024. Her prior roles include positions at Securities America and Investacorp Advisory Services. Outside of her advisory work, she is a licensed insurance agent and owns a company involved in commercial real estate management. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of financial advisers.

Teri Stitzinger is a financial advisor at OSAIC with 14 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior experience includes roles at Securities America Advisors, Investacorp Advisory Services, Ameriprise Financial Services, and Investment Professionals, Inc. She also operates Stitzinger Financial Solutions, where she provides advisory and insurance planning services to clients. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and third-party manager access, supporting over 6,200 advisors and approximately $200 billion in assets under management.

Clarence Mercatoris IV is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2021, and previously at Allegheny Investments, Ltd. Outside of his advisory role, he is involved as an administrative representative of an RIA and holds an insurance agent designation. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and third-party strategists across multiple account platforms.