Jason David Miller

Richard Luchini is the principal advisor at Luchini Financial LLC in Altoona, PA, holding Series 63 and Series 65 designations with 17 years of industry experience. He previously worked for Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2022. He is also the creator and host of a financial podcast launched in 2023. Luchini Financial LLC provides wealth management, investment management, and financial planning services primarily to individuals, high-net-worth individuals, trusts, and estates. The firm manages approximately $14 million in discretionary assets and customizes portfolios using mutual funds, ETFs, and individual equities with a long-term investment orientation complemented by fundamental and technical analysis.

Stephen Shaffer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneSeven. He previously worked at Latitude Advisors, LLC for 11 years and spent 24 years with United Airlines. Shaffer holds licenses including Series 63 and Series 65 and also engages in life and health insurance sales on a part-time basis. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Madison Ford is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Prior to joining SPC, Madison held positions at Parkland Securities, LLC and Illinois Mutual. Outside of finance, Madison has diverse work experience including roles in education and retail. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, notably the SIGMA Managed Account.

Nicholas Battaglia is a CFP® with 10 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior experience includes roles at Grove Point Advisors LLC and AssetMark Financial Holdings, among others. He operates a business under the name Battaglia Associates Wealth Advisors. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and manages assets primarily on a non-discretionary basis.

John Battaglia is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 registrations. He has 32 years of industry experience and has worked at firms including H. Beck, Inc., ARIS Wealth Services Inc, and AssetMark, Inc. Battaglia is also the owner of Battaglia Associates Wealth Advisors and John S. Battaglia, Jr., which involves non-variable insurance activities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets and offers advisory and brokerage services using multiple custodians and platform programs, with a significant portion of assets managed on a non-discretionary basis.

Caden Auker is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Principal Life Insurance Co and Principal Securities. Outside of advisory work, he is involved in writing outside insurance policies, including life, disability, long-term care, health, medical, dental, and annuities for both group and individual clients. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.