Terram Cornelius

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.

Anthony Destefano is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial and M&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary solutions through firm-level models, third-party managers, and advisor-led asset allocation, using platforms such as Envestnet to support plan governance and investment due diligence.

Matthew Fox is a financial advisor with Integrity Alliance, LLC in Johnstown, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior firms include Avantax and Cetera, among others. He is also the owner of Perspective Wealth Planning and Perspective Insurance Group, where he provides insurance and investment services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisors. The firm offers comprehensive asset management, financial and retirement plan consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Beth Rhodes is a financial advisor at &PARTNERS with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Rhodes is based in Johnstown, PA. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Nathanael Shaffer is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has six years of industry experience. Outside of his advisory role, he works as a loader for UPS. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status.

Anthony Di Paola is a financial advisor with Eagle Strategies (New York Life) based in Johnstown, PA. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at New York Life and operating Anderson Financial Solutions, LLC, through which he sells New York Life products and services. Outside of finance, he has worked in the restaurant and country club sectors. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.