Aaron Vincent Bleggi

David Geci is a financial advisor at Cetera with 23 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Advisory Services and multiple affiliated entities, as well as ownership of G & A Financial, LLC and Penn Metal Stamping, Inc. In addition to his advisory work, Mr. Geci serves as a trustee for fiduciary appointments, is treasurer/comptroller of a nonprofit wood industry organization, and is president of Geci & Associates, P.C., providing CPA and tax services. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party strategies, or bespoke solutions across various program structures and custodial relationships.

Luke Hoffman is a CFP® with six years of industry experience, currently affiliated with Stifel. He has worked at Stifel, Nicolaus & Company, Incorporated since 2022 and previously held roles at G&A Financial, Avantax Insurance Agency, Avantax Investment Services, Northwest Advisors, Northwest Bank, and Penn State Behrend. Hoffman serves on the boards of two nonprofit organizations in St. Marys, PA, including Elcam Inc., which provides job coaching for individuals with special needs, and the Boys and Girls Club of St. Marys, where he also acts as Treasurer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance, while clients retain discretion over implementation.

Craig Huba is a financial advisor at Edward Jones in Cranberry Township, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

John Piccolo is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. In addition to his advisory role, he serves as a board member for Penn Highland Health in DuBois, Pennsylvania. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Dylan Mancuso is a financial advisor at Ameriprise with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at OSAIC, Securities America, Inc., and CNB Bank. Outside of his advisory role, he owns Six Point Studios LLC, a publishing company focused on online applications. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice with an emphasis on dependable income sources and tax-aware withdrawal strategies.

William Boylan Jr. is a financial advisor with Edward Jones in St Marys, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.