Nyi Htoon

Peter Pecora is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual of Greater Philadelphia and The Prudential Insurance Company of America. In addition to his advisory role, he is also an insurance agent with Vantage Point Life. CreativeOne Wealth provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

Adam Khalifa is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while operating as both a broker-dealer and insurance agency.

Jenna Heimbaugh is a financial advisor with Creative Planning, holding a Series 66 designation and 18 years of industry experience. She previously worked at Waller & Wax Advisors, Inc. and Raymond James Financial Services before joining Creative Planning in 2016. Outside of her advisory role, she owns two small businesses: The Funny Jenna, which crafts wreaths for home decor, and JH & N Venture, a jewelry repair business. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and supplemental techniques such as tax-loss harvesting and direct indexing.

Brian Hummel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019, previously working at infinex Investments and Pennian Bank. Outside of his advisory role, he is involved in raising small truck patches for roadside produce sales, furniture restoration, antique sales, and dog breeding. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with trust and institutional resources.

Daryl Schafer is a financial advisor with LPL Financial in Boalsburg, PA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with LPL Financial since 2009 and also maintains a role at Culbertson Financial Services since 2002. Schafer serves as an elected township supervisor and chairman for Haines Township, Centre County, PA, where he participates in local governance and community oversight. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Lauren Naylor is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2015 and spent a year with Pacers Sports & Entertainment. Outside of her advisory role, she works part-time at Hawstone Hollow Winery, assisting with wine tastings and other duties. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.