Quinn Mitchell Cunningham

David Geci is a financial advisor at Cetera with 23 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Advisory Services and multiple affiliated entities, as well as ownership of G & A Financial, LLC and Penn Metal Stamping, Inc. In addition to his advisory work, Mr. Geci serves as a trustee for fiduciary appointments, is treasurer/comptroller of a nonprofit wood industry organization, and is president of Geci & Associates, P.C., providing CPA and tax services. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party strategies, or bespoke solutions across various program structures and custodial relationships.

Luke Hoffman is a CFP®-certified financial advisor at Stifel with seven years of industry experience. His career includes roles at G&A Financial, Avantax Insurance Agency, and Avantax Investment Services prior to joining Stifel in 2022. Hoffman serves on the boards of Elcam Inc., a nonprofit providing job coaching for special needs individuals, and the Boys and Girls Club of St. Marys, where he also acts as treasurer. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Aaron Bleggi is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and CPI Wealth Management. Outside of advising, he manages multiple real estate ventures in Saint Marys, Pennsylvania, including residential rental properties and development projects aimed at creating affordable housing for seniors and disadvantaged groups. OSAIC serves a diverse client base comprising retail and institutional investors through a wide network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, employing various asset-allocation tools and offering access to third-party money managers and unified managed accounts.

Craig Huba is a financial advisor at Edward Jones in Cranberry Township, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

John Piccolo is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. In addition to his advisory role, he serves as a board member for Penn Highland Health in DuBois, Pennsylvania. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Frank Zocco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Cetera Advisor Networks, Independence Portfolio Partners LLC, and Atlas Brokerage Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management options.