Bradford County, PA Wealth Management Team

With more than two decades of industry experience, and numerous qualifications such as a Life, Property and Casualty Insurance license, Matthew has the seasoned experience to provide competent investment and asset management. He successfully completed programs through The Cannon Financial Institute’s Trust School and Retirement Sales School, as well as The Pennsylvania Bankers Association Trust School. Prior to joining C&N, he was employed by Gannon Associates and First Citizens Community Bank. 

Additionally, Matthew is a Certified Mineral Manager, and partners with area mineral owners to ensure their oil and gas ownerships are properly managed.

Matthew has always had a keen interest in managing wealth and investments, and he strives to provide his clients confidence for their financial future, as he continually works to always keep their best interests at the forefront.

Having grown up in Canton originally, Matthew resides today in Troy with his wife and children. In his spare time he loves staying active outdoors and weather is no deterrent for him: he enjoys riding both ATVs and snowmobiles

Ed Morton joined C&N in March 2026 as Senior Vice President and Chief Fiduciary Officer. With over 30 years in the Financial Services industry, Ed has been privileged to serve in a variety of leadership roles, including 17 years at Chemung Canal Trust Company as Senior Vice President, Regional Wealth Director and Regional Market Executive. Ed began his career in wealth management in Philadelphia, PA, where he held positions at Sovereign Bank (Santander) Private Client Services as Senior Vice President and Philadelphia Market Manager, Bank of America Wealth Management as Vice President and Team Leader, and BNY/Mellon Private Wealth Management as Assistant Vice President and Relationship Manager. After beginning his career in Wealth Management in Philadelphia, Ed returned to the Twin Tiers, where he has continued to build relationships, serve clients, and support local organizations.

Ed earned his Bachelor of Science degree in Business Management from Cornell University in 1993. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association Institute of Certified Bankers, as well as the Accredited Trust Fiduciary Advisor (ATFA) designation from Campbell University. Ed is passionate about serving the community and takes pride in sharing his fiduciary knowledge with clients and colleagues.

Ed’s commitment to community health and local development is reflected in his board service. He currently serves on the Boards of the UHS Hospitals Foundation and Tioga County (NY) Chamber of Commerce, and as Trustee and Treasurer of The Edwin A. Link Foundation. Ed previously served as Governor and Treasurer of the Binghamton Club, Trustee and Finance Commissioner of the Village of Owego, and Trustee and Treasurer of A New Hope Center. Ed is dedicated to supporting organizations that make a difference in the Twin Tiers region and welcomes new opportunities to collaborate with community leaders.

Ed resides in Owego, NY with his wife, Kari, and their four children, Grace, Jay, Will, and Lily. As a committed leader and community advocate, Ed looks forward to continuing his work to strengthen fiduciary standards and advance initiatives impacting our local communities.

Brittanie Ockerhausen joined C&N Investment Services in February 2024 as part of our wealth managemnt team in our Sayre location. Before joining C&N, Brittanie acquired over 18 years of wealth management and financial planning experience previously working for Scottrade and Ameritrade. 

Brittanie recieved her B.A in history from Coastal Carolina University. She enojys baking, spending time with friends and family and being outdoors with her dog. 

Chris Roupp joined C&N in January 2026 as an Associate Financial Advisor and brings more than 17 years of experience helping clients achieve their goals. He is dedicated to delivering personalized, client-focused solutions that reflect C&N’s commitment to comprehensive wealth management.

Chris earned a Bachelor’s Degree in Business Administration and Marketing from Mansfield University and holds FINRA Series 7 and Series 66 registrations, as well as his Life, Accident, and Health Insurance license. He is passionate about helping individuals, families, and business owners make informed financial decisions through tailored advice and long-term planning strategies.

Throughout his career, Chris has developed a strong foundation in building meaningful relationships and earning the trust of those he serves. He takes pride in understanding each client’s unique goals and circumstances, allowing him to provide guidance and solutions that align with their financial objectives and long-term aspirations.

A resident of Pine City, NY, David Stearns joined C&N Investment Services in 2026 as a Wealth Advisor. He holds Series 7 and 66 securities registrations with LPL Financial and provides guidance in areas such as retirement planning, investment strategies, life‑insurance solutions, and overall financial education.

Before beginning his career in financial services, David spent 11 years in the retail industry, with most of that time in management positions. These experiences strengthened his client‑service focus, communication skills, and ability to solve complex problems—qualities that continue to shape his approach to working with clients. Prior to joining C&N Investment Services, he served clients through Prudential and LPL Financial, helping individuals and families better understand their financial options and work toward their long‑term goals.

David is married to Haley and they have two kids Adrian and Eloise that they look forward to getting involved in youth sports this year.

Jessica joined C&N in 2018, providing support for our Bradford County Wealth Management clients and business partners.  In her current role, Jessica helps grow and retain one of the largest Trust and Investment Management books in our footprint.

Hailey Williams joined C&N in February 2024 as a Wealth Management Associate, supporting clients with account management and day-to-day service needs. She holds a life insurance license, has passed the SIE exam, and is currently working toward her Series 7 and 66 licenses. Hailey lives in Troy, PA with her fiancé and two daughters and volunteers as a coach for the Troy Area High School volleyball program.