Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
21 years
Location
Johnstown, PA 15904
Equitable Advisors
Institution
Matthew Zima is a financial advisor with Equitable Advisors and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at AmeriServe Financial Services, LPL Financial, MSI Financial Services, and MetLife Investment Fund Services. Since 2016, he has also held outside insurance appointments covering fixed annuities, term insurance, and whole life insurance. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and asset-management programs. The firm employs a range of advisory models implemented through third-party managers and focuses on customized portfolio solutions without sponsoring its own wrap fee program.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Johnstown, PA
999 Eisenhower Blvd, Suite F
Johnstown PA 15904
Advisors at this office
5
Pennsylvania
21 years of industry experience
Equitable Advisors, LLC
2021 - Present • 5 years
New York, NY
Unemployed
2021 - 2021 • 1 year
Johnstown, PA
AmeriServe Financial Services
2016 - 2021 • 5 years
Johnstown, PA
LPL Financial, LLC
2016 - 2021 • 5 years
Johnstown, PA
MSI Financial Services, Inc.
2007 - 2016 • 9 years
MetLife Investment Fund Services LLC
2004 - 2005 • 1 year
Alpharetta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Johnstown, PA
Blue Horizon Wealth Management, LLC
David Bonski is a financial advisor at Blue Horizon Wealth Management, LLC in Johnstown, PA, holding a Series 65 designation with 13 years of industry experience. He has been retired since 2012. Blue Horizon Wealth Management provides financial planning and investment management advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic buy-hold-and-rebalance approach with model portfolios ranging from capital preservation to aggressive growth, and it offers fee-only, hourly advisory services without discretionary trading authority or custody of client assets.
Series 66
Johnstown, PA
Atlas Private Wealth Advisors
Christian Konicky is a financial advisor at Atlas Private Wealth Advisors in Johnstown, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial and Paul Carpenter Capital Advisors. Before entering the financial industry, he held various positions in the hospitality sector. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.
PFS™, Series 63
Johnstown, PA
Atlas Private Wealth Advisors
Paul Carpenter is a CFP® and PFS™ with 37 years of industry experience. He is currently with Atlas Private Wealth Advisors and has previously worked at LPL Financial LLC and Avantax-related firms. Outside of his financial advisory work, he is a part-time drummer and musician. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management and financial planning through a mix of advisor-driven and model-based strategies.
Series 65
Johnstown, PA
Wealth Advisors Network, Inc.
Samuel Catanese is a Series 65-licensed advisor with eight years of industry experience, currently with Wealth Advisors Network, Inc. He has been associated with Catanese & Vulcan since 1976. Outside of his advisory role, he serves as Treasurer and Board Member for both the Murtha Foundation and the Camp Catanese Foundation. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm emphasizes diversification and active management, using various investment vehicles and risk profiling to align portfolios with client objectives.
CFP®, Series 63, Series 66
Johnstown, PA
Boldin Advisors
Dennis Brawley is a CFP® professional with 12 years of industry experience, currently serving at Boldin Advisors. He previously worked for Wells Fargo Advisors for 10 years before joining Boldin Advisors in 2025. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term buy-and-hold strategy. The firm operates with a six-advisor team across seven offices and offers planning on fixed, hourly, or annual terms without managing client portfolios or charging percentage-of-AUM fees.
Series 66
Johnstown, PA
Cornerstone Planning Group
Matthew Di Francesco is a financial advisor at Cornerstone Planning Group in Johnstown, PA, holding a Series 66 designation with 21 years of industry experience. His prior roles include work at Summit Brokerage Services Inc and Summit Financial Group. Outside of advising, he owns a business providing business and life coaching services and serves on the board of the Greater Johnstown Tennis Association. Cornerstone Planning Group serves individuals, businesses, and institutions with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes a low-cost, passive investment approach guided by client objectives and offers ERISA fiduciary consulting and customizable financial planning engagements.
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