Broker Check

Our Team

Bradley L. Peterson CRPC, AIFSM

Managing Director

724.349.3006

MANAGING DIRECTOR - INFIRST FINANCIAL ADVISORS, LLC
SENIOR VICE PRESIDENT - INFIRST BANK 
INVESTMENT EXECUTIVE - INFINEX INVESTMENTS, INC

Brad has more than 27 years of experience in the financial services industry, focusing in Wealth Management within the financial disciplines of Brokerage, Insurance, Asset Management, Trust and Financial Planning. His primary professional objective has been and continues to be, helping his clients accumulate, preserve and distribute wealth. Brad provides financial advice and planning for individuals and businesses.

Brad is a Chartered Retirement Planning CounselorSM, an Accredited Investment FiduciarySM, an Investment Adviser Representative and an Investment Executive with Infinex Investments, Inc., and holds FINRA Series 7, 24 & 66 securities registrations, as well as PA Life, Accident and Health & Variable Annuity Insurance Licenses.

Brad is an active member in the community, volunteering his time to serve as a Board President of the Indiana County Advisory Board for Junior Achievement of Western Pennsylvania; Board Member of The Foundation for Indiana University of Pennsylvania (FIUP) – serving on the Investment, Fundraising/Development and Residential Revival Indiana Committees of the FIUP.  Board Member of the Indiana County Chapter of the National Association of Insurance and Financial Advisors (NAIFA).  Past Board Officer-Treasurer for the United Way of Indiana County, and Past Board Member for the YMCA of Indiana County.

Brad is a graduate of the University of Pittsburgh with a Bachelor of Arts Degree in Business Economics with a concentration in Finance. In his spare time Brad enjoys outdoor activities, skiing, bicycling, fly-fishing and travel. He and his wife, Diane, reside in White Township, Indiana, Pennsylvania.

Jody L. Claypool

724.349.3006

[email protected]

REGISTERED EXECUTIVE ASSISTANT - INFIRST FINANCIAL ADVISORS, LLC
ASSISTANT VICE PRESIDENT - INFIRST BANK
INVESTMENT EXECUTIVE - INFINEX INVESTMENTS, INC.

Jody started her financial career working in Cash Management and then as a Mortgage Originator. She acquired FINRA Series 7 and 63 securities registrations in 2005 while living in Lancaster, PA as well as a PA Life, Accident and Health Insurance License, and has been working in the investment industry ever since with a focus on customer service.

Jody is married to Lee Claypool and has two children Joe and Alexa, and they reside in Saltsburg, PA.

Jody and her daughter enjoy participating in The Jingle Bell Run for the Arthritis Foundation and in The Race for a Cure for breast cancer awareness. She also volunteers her time working with the Arthritis Foundation. She is an avid Steelers fan and enjoys watching college and high school football too. She likes reading, the outdoors and spending time with family and friends.

John P. Kinney

724.349.3006

FINANCIAL ADVISOR - INFIRST FINANCIAL ADVISORS, LLC
ASSISTANT VICE PRESIDENT - INFIRST BANK
INVESTMENT EXECUTIVE - INFINEX INVESTMENTS, INC.

John Kinney has been in the financial services industry for more than 35 years. His knowledge and extensive experience enable him to help his clients achieve their goals through investments, insurance programs, as well as financial and retirement planning. John’s holistic approach, comprehensive review process, and exceptional customer service are truly distinguishing features of his client relationships.

As a Financial Advisor and investment executive with Infinex Investments, Inc., John holds FINRA Series 6, 7, and 63 securities registrations, as well as Pennsylvania Life and Fixed Annuities, Accident and Health, Property and Casualty and Allied Lines, and Variable Life/Variable Annuity Licenses. Additionally, he earned recognition as a Life Underwriter’s Training Council Fellow.

John has been an active member of his community, volunteering as a firefighter and rescue squad member with his home town fire department; a youth baseball program coach, Boy Scouts of America Assistant Scoutmaster, as well as participating in Relay for Life.

John resides in Monroeville and is a graduate of The Pennsylvania State University, with a Bachelor of Science degree in Environmental Resource Management with a concentration in Wildlife Management. He is the father to his two wonderful children – Allison and Daniel. In his spare time, John loves being a part of nature – hunting, especially during archery and Spring gobbler seasons, fly fishing, and the shooting sports.

Mark Dalbow

724.349.3006

FINANCIAL ADVISOR - INFIRST FINANCIAL ADVISORS, LLC
ASSISTANT VICE PRESIDENT - INFIRST BANK
INVESTMENT EXECUTIVE - INFINEX INVESTMENTS, INC.

Mark Dalbow has over 25 years of experience in the financial services industry. He is passionate about making a difference in lives of clients and their families, by helping them make smart investment and financial decisions through professional relationships based on trust, mutual understanding, and financial expertise. Mark is dedicated to providing long-term, value added financial and insurance counsel and investment performance with personalized service.

Mark is a Financial Advisor and an Investment Advisor Representative and Investment Executive with Infinex Investments and holds FINRA series 6, 7, 63, 65, and 66 securities registrations as well as Pennsylvania Life, Accident, and Health Insurance Licenses.

Mark is a graduate of Duquesne University with a Bachelor’s degree in economics and finance. In his spare time, Mark enjoys playing his keyboard and outdoor activities. He lives in Irwin with his wife, Fonda, is active in the community - volunteering with the Norwin Lions Club, AARP Chapter 3221, Salvation Army Bell Ringer, and the Westmoreland County Food Bank.