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., holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services, where he has been active since 2006. He is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm offers discretionary portfolio management and model portfolios using a blend of affiliated and unaffiliated sub-advisers, incorporating both traditional and tactical investment strategies.

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 at MassMutual Investors Services with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining MassMutual in 2017, he worked at MetLife Securities Inc. for 19 years. 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 subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning processes using approved analytical tools and offers a range of programs including estate-settlement and employer-sponsored planning.

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 having 29 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc., and has been associated with AFLAC since 1997. Buell also operates as an independent agent offering fixed and equity-indexed annuities through several insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including third-party asset management, model portfolios, and institutional platforms, supporting its network of over 22,800 advisors.