"Since 2000, I have helped clients address their financial concerns and develop a comprehensive investment plan by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve. If a successful working relationship is developed, we will work together to pursue your goals for the long term."
-Todd Rebich, Financial Advisor, President

Todd began his career as a Financial Advisor with Edward Jones in Edinboro, where he developed his fundamental investment knowledge. In 2008, he joined the independent channel of Wachovia Securities, a predecessor firm of Wells Fargo Advisors, to take a team approach in providing personalized financial guidance for individuals and families. In 2017, he moved his practice to the Ameriprise Financial Services, LLC independent channel. After much consideration, Todd and his team joined Stifel Independent Advisors in 2022. In 2026, Todd and his team transitioned to Wells Fargo Advisors Financial Network, continuing their commitment to personalized service and comprehensive financial guidance.

Todd earned a B.S. in Economics from Allegheny College in 1990 and an MBA from Clarion University of Pennsylvania in 1994. While at Clarion, he worked as a Graduate Assistant for the Business Administration Department. He holds Series 7, 9, 10, 63, and 66 securities registrations.

Todd resides in Millcreek. Outside the office, he enjoys spending time with his daughters, Allison and Faith. He is a season ticket holder for the Erie SeaWolves and the Erie Otters and enjoys attending games with his family. He also enjoys collecting artwork and has a substantial Fry Glass collection. Most of all, Todd enjoys traveling. Over the years, he and his family have visited destinations including Mexico, Turks and Caicos, the Virgin Islands, the Cayman Islands, the Bahamas, New York City, Orlando, Las Vegas, and many others.

"My goal is to identify and assess your personal and financial goals, leading to a customized investment strategy. I am committed to maintaining a high level of communication with you as the markets fluctuate and your unique needs and goals change throughout your lifetime."
-Brian Long, Financial Advisor, Vice President

Brian earned a B.S. in Finance from Smeal College of Business at Pennsylvania State University and holds Series 7 and 66 securities registrations.

In 2010, Brian began his financial services career with Janney, Montgomery, Scott, LLC in Clarion, Pennsylvania. In 2017, he transitioned with the team from Wells Fargo Advisors to Ameriprise Financial, LLC’s independent channel. He and the team moved to Stifel Independent Advisors in 2022. In 2026, Brian and his team transitioned to Wells Fargo Advisors Financial Network, continuing their commitment to personalized service and comprehensive financial guidance.

Brian and his wife, Karly, live in Edinboro with their four children and their dog, Windsor. Together, they enjoy traveling, eating ice cream, and visiting family and friends.

"Since 2001, I have had the privilege of being my clients’ primary source of financial guidance and service. I take the time to learn about your individual needs and personal goals and create a comprehensive investment plan to help you pursue them."
-Greg Keil, Financial Advisor, Assistant Vice President


Greg is a Fairview High School graduate and earned a BSBA in Accounting from Clarion University of Pennsylvania. In 2001, he began his career as a Financial Advisor with Edward Jones in Erie. Greg later joined CUSO Financial Services at the Pennsylvania State Employees Credit Union (PSECU), where he developed a specialized skill set working with state employees and their unique retirement planning needs. 

In 2018, Greg joined Rebich Investments at the Ameriprise Financial Services, LLC independent channel, reuniting with his friend and Edward Jones mentor, Todd Rebich, Financial Advisor; President. He and the team transitioned to Stifel Independent Advisors in 2022 and continue to develop customized investment plans for clients. In 2026, Greg and his team transitioned to Wells Fargo Advisors Financial Network, continuing their commitment to personalized service and comprehensive financial guidance.

Greg lives in Fairview with his wife, Beth, and daughters, Madeline and Natalie. Outside the office, Greg enjoys spending time camping, boating, and snowmobiling with his family.

Allison is committed to guiding her clients through their financial lives, helping them create customized wealth management strategies to pursue their goals. She focuses on understanding her clients’ goals and endeavors to create a strategy that aligns with their life and the market environment.

Allison earned a B.S. from Westminster College and holds Series 7 and 66 securities registrations.

Allison began her investment industry career at Stifel Independent Advisors in 2023. Prior to joining Stifel Independent Advisors, she spent nearly three years working as an analyst at a bank and two consecutive summers interning at Rebich Investments. In 2026, Rebich Investments transitioned to Wells Fargo Advisors Financial Network, continuing their commitment to personalized service and comprehensive financial guidance. 

Allison and her husband, Zach, live in Edinboro with their son and three dogs, Mabel, Freya, and Arya. Outside the office, she enjoys volunteering with the Special Olympics, playing pickleball and volleyball, and spending time with family and friends.

Zane is committed to guiding his clients through their financial lives, helping them create customized wealth management strategies to pursue their goals. He focuses on understanding his clients’ goals and endeavors to create a strategy that aligns with their life and the market environment.

Zane earned a B.A. from The College of Wooster and holds Series 7 and 66 securities registrations.

Zane began his investment industry career joining the Rebich Investments team at Stifel Independent Advisors in 2022. In 2026, Rebich Investments transitioned to Wells Fargo Advisors Financial Network, continuing their commitment to personalized service and comprehensive financial guidance. 

Zane and his wife, Jenna, live in Erie with their two daughters, Brooklyn and Isla. Outside the office, Zane enjoys playing tennis and golf, watching his favorite sports teams, and visiting family and friends.

Aimee Forkey is a Client Service Specialist at Rebich Investments, where she helps ensure clients receive attentive, personalized support. She is committed to creating positive client experiences and assisting with the day-to-day needs that help keep investment plans on track.

When she is not at work, Aimee enjoys spending time outdoors tending to her flower beds and caring for her lawn. She also enjoys reading, especially during the winter months, bowling and relaxing with her husband, Ron, and their dog, Roxy.

Truman Vereb joined Rebich Investments in 2025 after graduating from Clarion University with a concentration in Financial Planning. His background in banking and passion for helping others make him a valuable member of the client service team. In his role, Truman is dedicated to providing a smooth and positive experience for clients.

Outside of work, Truman enjoys hiking, golfing, spending time with family, and staying active through sports and outdoor activities.

Ali Petkac serves as a Client Service Specialist at Rebich Investments, where she supports clients and helps deliver the high level of service the practice is known for. She earned a Bachelor of Science in Sport Management with a Business minor from Bowling Green State University and later completed her MBA at Edinboro University.

Outside the office, Ali enjoys spending time with her husband, Isaac, and their two children, Bennett and Parker. She loves traveling, being outdoors, volunteering through Grace Church, and making memories with her family, including their pets, Sheba and Minnie.

Misty Dawson is a Client Service Specialist at Rebich Investments who is passionate about helping clients work toward their long-term financial goals. She values being part of a dedicated team that helps individuals and families plan for retirement and navigate important financial decisions. Misty also appreciates the pratice's commitment to supporting the local community.

Outside of work, Misty enjoys spending time with her family and embracing the outdoors. An avid angler, she loves fishing and finds peace in nature. She also enjoys traveling, exploring new places, and creating meaningful experiences with her loved ones.