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 30 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 Counselor®, an Accredited Investment Fiduciary®, Certified in Social Security Claiming Strategies®, an Investment Adviser Representative and an Investment Executive with Infinex Investments, Inc., and holds 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

claypoolj@infirstfinancial.com

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

Jody has more than 20 years of experience in the financial services industry.  She started her financial career working in Cash Management and then as a Mortgage Originator.  She acquired 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 has been in the financial services industry for over 37 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 Series 6, 7, 63, and 65 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.  He has also earned recognition as a Life Underwriter’s Training Council Fellow.

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

John resides in the Delmont area 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 of 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 as well as fly fishing, and the shooting sports.  

Joseph A. Zolna

724.349.3006

FINANCIAL ADVISOR - INFIRST FINANCIAL ADVISORS, LLC
INVESTMENT EXECUTIVE - INFINEX INVESTMENTS, INC

Joe has more than 7 years of experience in the financial services industry, starting his career as an insurance agent.  His passion for client services led him to further focus on investment strategies and preservation of wealth.  Currently, Joe holds the Series 6, 7, 63 & 65 securities registrations, as well as having both the PA Property & Casualty and PA Life, Accident and Health and Variable Annuity insurance licenses.

Joe is an active member of Blair County Chamber of Commerce. He enjoys volunteering with the local school district to teach and chaperone events. 

 

Joe earned his Business Management degree from Corinthian Colleges, and has studied Finance at Kaplan University. In his spare time Joe enjoys outdoor work from landscaping to gardening.  He is an avid automotive enthusiast, animal lover, and music lover.  He resides in Altoona, Pennsylvania with his daughter Diviney, and his dog Mason.