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.

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.

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.

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.

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.

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.

Zachary Craig is a financial advisor at CWA Asset Management Group in Johnstown, PA, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cetera and First National Bank. Craig has been with Capital Wealth Advisors, LLC since 2025. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs both active and quantitative investment strategies based on proprietary models and incorporates artificial intelligence in its research and portfolio management.

James Plummer is a financial advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 65 licenses, with 23 years of industry experience. He has previously worked at ILG Private Wealth, Inc., Csenge Advisory Group, FSC Securities Corporation, and USA Financial Securities LLC. Additionally, he is an insurance agent specializing in life insurance, long-term care, and annuities. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using a variety of approaches and supported by affiliated financial entities and service providers.

Kayla Puchko Stephenson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She worked at The O.N. Equity Sales Company and Ohio National Financial Services from 2009 to 2021 before joining her current firms in 2021. She also operates Puchko Financial Associates, Inc., a related investment business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led management with model-based strategies and offers a range of financial planning and consulting services tailored to clients’ needs.

Christopher Mckissick is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked with Infinex Investments, Inc. since 2015 and with FIRST Commonwealth Bank since 2007. He is also involved with the First Commonwealth Bank Trust Division outside of his advisory role. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning, operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and access to alternative investments and lending solutions.

Matthew Fox is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at several firms, including Cetera, Avantax, and LPL Financial. In addition to his advisory work, he owns and operates Perspective Wealth Planning and is involved with Perspective Insurance Group, offering fixed annuities and life insurance. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm provides a variety of investment advisory and brokerage services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Cady Rankin is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at &Partners since 2024. Prior to joining &Partners, Rankin worked at Wells Fargo Clearing Services and LPL Financial. Rankin serves as an advisory board member for the College of Business, Engineering, Computing, and Analytics at Frostburg State University, providing guidance on strategic planning and curriculum development. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a mix of proprietary and third-party strategies with ongoing monitoring and account reviews.

Beth Rhodes is a financial advisor at &PARTNERS with 29 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing from 2016 to 2024. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary management using various analytical approaches and supports accounts managed internally or by third-party managers.

Natalie Yaksick is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including previous roles at LPL Financial LLC and Cetera Investment Services. Outside of her advisory work, she is involved with Yaksick Financial Services LLC, an insurance agency. Integrity Alliance serves a diverse client base with advisory and brokerage services through a large network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers various investment approaches and portfolio management solutions, combining discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Nathanael Shaffer is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and has seven years of industry experience. In addition to his advisory role, he works as a loader for UPS, a position he has held since 2017. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including individuals, ERISA plans, trusts, and corporate clients. The firm provides customized advisory and financial planning services, offering both discretionary and non-discretionary options, and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Anthony Di Paola is a Series 66-registered financial advisor with Eagle Strategies (NY Life) in Johnstown, PA, and has one year of industry experience. He is also associated with Anderson Financial Solutions, LLC, operating under that name to offer New York Life products and services. Outside of finance, he has worked at Rizzos Restaurant of Windber for six years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria.

Jamie Rutledge is a CFP® professional with 11 years of industry experience, currently affiliated with GWN Securities Inc. in Johnstown, PA, where he has worked since 2016. He also engages in the sale of insurance products, including life, long-term care, and annuities through FIG Marketing. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and introductions to third-party managers. The firm utilizes a combination of affiliated and unaffiliated sub-advisers along with model-based portfolio allocations, incorporating both traditional asset allocation principles and tactical strategies such as market-timing and momentum-based approaches.

Joseph Goodwin is a CFP® professional with 39 years of industry experience, currently associated with Eagle Strategies (NY Life) since 2008. He has been affiliated with New York Life and Nylife Securities Inc. since 1986. Outside of advisory work, he occasionally brokers life and short-term disability insurance products with companies other than New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a broad network of representatives. The firm offers tailored advice across multiple program types and manages a substantial non-discretionary asset base.

Ryan Robertson is a financial advisor at OSAIC Institutions, INC. with 15 years of industry experience. He holds the Series 66 designation and has worked at Infinex Investments, Inc., First Commonwealth, and Essex National Securities, LLC. Robertson is also involved with the First Commonwealth Bank Trust Division. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management with access to alternative investments and lending solutions.

Keith Fetzer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at Perspective Insurance Group, Cetera, and a CPA practice where he provides tax preparation and accounting services. Outside of his advisory duties, he manages Musser Forests Inc., handling accounting and business management functions. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers, supported by both advisory and brokerage capabilities.