Heidi Sue Kennedy

Gary Vassalotti is a financial advisor with 23 years of industry experience, currently practicing at Vimcor in Duncansville, PA. He holds a Series 65 designation and has worked at SGA & Associates and Vassalotti Investment Management Corporation, where he has been involved since 1998. Outside of advising, he provides tax preparation, bookkeeping services, and computer consulting focused on web page development. Vassalotti Investment Management Corporation offers discretionary investment management, financial planning, equity research, and advisory services to individuals, trusts, estates, corporations, and pension plans. The firm uses a bottom-up fundamental analysis approach with proprietary valuation models to construct tax-efficient, customized portfolios and also provides tax preparation, payroll processing, and computer services as part of its integrated client support.

Amy Delauter is a financial advisor at Kooman & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. for ten years, overlapping with her tenure at Kooman & Associates since 1999. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million across about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing customized asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Justin Best is a CFP® with three years of industry experience, currently serving as an advisor at Kooman & Associates. His prior roles include work with KIZ Resources and Alleghenies Angel Fund, as well as positions with Penn State Altoona and Adler Athletic Complex. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for about 309 clients through an eight-advisor team. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, businesses, and retirement plans, employing fundamental analysis and a diverse asset allocation approach.

Stacy Anderson is a financial advisor at Kooman & Associates with 17 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services, Inc. for 14 years. Anderson is also an independent insurance agent. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing client-specific asset allocations across various asset classes and utilizing certain fund platforms including Dimensional Fund Advisors funds.

Kathryn Starkey is a CFP® with 11 years of industry experience, currently serving at Kooman & Associates. She previously worked at Raymond James Financial Services Advisors Inc. for seven years. Outside of her advisory role, Starkey is active in community organizations, serving on the Young Life Advisory Board, as Secretary of the YMCA, and as President of the AASD Foundation. Kooman & Associates is a small advisory team managing approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Jeffrey Starkey is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at Kooman & Associates since 2017 and previously was with Raymond James Financial Services from 2014 to 2022. Starkey serves on the boards of Penn Mont Academy, UPMC Foundation, and First Methodist Church of Hollidaysburg. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for around 309 clients. The eight-advisor team serves individuals, trusts, business entities, and retirement plans, offering discretionary portfolio management, financial planning, and ERISA retirement plan consulting. The firm uses fundamental analysis and a range of investment vehicles, incorporates technology for asset management, and discloses third-party ratings in its materials.