Melinda J Disque

Galen Bargerstock Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. He also serves as president of an insurance agency, where he focuses on insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, using a range of analytical approaches and model portfolios.

Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with three years of industry experience. He holds a Series 65 license and has previously worked at Foundations Investment Advisors, Encompass More Asset Management LLC, and Forest Ridge Private Wealth LLC. Outside of advisory work, he is involved as a life and annuity insurance producer through Forest Ridge Private Wealth LLC. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process and supports several thousand retail accounts across its multi-team structure.

Malcolm Polley is a CFA® charterholder and financial advisor with over 12 years of industry experience. He currently works at Stratos Wealth Advisors LLC and has held prior roles at Stewart Capital Advisors and S&T Bank. Outside of financial advisory, he co-owns A Lit Bit of Country, a craft shop, and serves as chair of the Endowment Committee for the Foundation for YMCA of Indiana County, in addition to being a board member of the YMCA of Indiana County. He is also an adjunct faculty member teaching finance and economics at Indiana University of Pennsylvania. Stratos Wealth Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutional accounts through a network of approximately 71 advisors. The firm offers customized portfolio management, financial planning, third-party manager programs, OCIO solutions, and insurance consulting, leveraging affiliations with SEI entities to access proprietary products and platforms.

Christopher Adams is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked at Ameritas Advisory Services, Ameritas Investment Company, Upstreet Financial Advisors, Infinex Investments, and First Commonwealth Bank. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, delivering advisory relationships on both discretionary and non-discretionary bases.

Larry Catlos is a financial advisor with Eagle Strategies (New York Life) based in Indiana, PA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including over two decades at Eagle Strategies. He is also the sole proprietor of Strategic Planning Partners, a coaching and personal self-development business. Additionally, Catlos serves as Chairperson of the Mission's Committee and is a board member of Grace Church of Indiana. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.