Gene Wardo

Scott Test is a financial advisor with Vicus Capital, Inc. in Curwensville, PA, holding a Series 66 credential and ten years of industry experience. He has worked with Vicus Capital and affiliated firms since 2017, including DeFrate & Paavola LLC dba Alta Wealth Partner, where he currently serves as Vice President of Planning. Outside of his advisory roles, Scott is an assistant coach for a local recreational soccer league. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of investment strategies and emphasizes retirement-plan consulting and fiduciary services, offering access to multiple implementation options and third-party managers.

Gregory Blaschak is a financial advisor with GWN Securities Inc. in West Decatur, PA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services. Outside of advisory roles, he is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs and model portfolios through a large network of advisors.

Derek Walker is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Eagle Strategies since 2019 and has operated Walker Financial Services since 2001. Outside of his advisory work, Walker serves as an elected official in the Pennsylvania General Assembly and is an adjunct instructor of statistics at Penn State DuBois. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services mainly through non-discretionary advisory relationships, with a focus on tailored recommendations and fiduciary responsibilities for retirement investors.

Melvin Roberts is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He previously worked at Metlife Securities Inc. for 19 years before joining MassMutual Life Insurance Co. and Mass Mutual Investors Services in 2017. Outside of his advisory role, he is a partner in a property and casualty business and serves as president of a family camp. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and a collaborative approach to deliver written financial recommendations tailored to client goals.

Randy Miles Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2001. Outside of his advisory role, he is also an independent insurance agent for various companies through Miles Financial Services Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm utilizes multiple investment platforms and proprietary as well as third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Robert Buell is a financial advisor with LPL Financial in Curwensville, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes long-term roles with IC Advisory Services, Inc., The Investment Center, Inc., and AFLAC. Buell also operates as an independent agent offering fixed and equity-indexed annuities through various insurance providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.