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.

Joseph Anderson is a financial advisor with Eagle Strategies (NY Life) in Johnstown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Eagle Strategies since 2025 and has been operating Anderson Financial Solutions since 2018. Anderson also holds roles with NYLIFE Securities LLC and New York Life Insurance Company, where he has been affiliated for 10 years. He is involved in brokering insurance products through his own firm. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice and multiple program types, with a focus on non-discretionary asset management and advisory services connected to insurance and annuity products within an integrated New York Life structure.

Christopher Fleegle is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and over 20 years of industry experience. His work history includes roles at First Commonwealth Bank, Northwest Bank, LPL Financial, Cetera Investment Services, and First National Bank of Pennsylvania. Outside of his advisory duties, Fleegle serves as the head coach for the girls’ basketball team at Altoona Area High School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that emphasizes firm supervision and client-directed investment authority.

Brad Hindman is a financial advisor at &PARTNERS with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of finance, he serves as a director on the board of Hindman Funeral Homes and Crematory, Inc., a family business involved in succession planning. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and both proprietary and third-party strategies.

Shennoah Miller is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Avantax Advisory Services, Cetera, and Infinex Investments. Miller is also involved with Perspective Wealth Planning, LLC as a relationship manager. Integrity Alliance serves a diverse client base that includes individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.

Jacob Sewalk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Marion Wealth Management and WealthPoint Financial LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment process that blends passive and active managers and is supported by an internal Investment Committee.

Angela Moffat is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 credentials and 15 years of industry experience. She has previously worked at firms including 1ST SUMMIT Financial Partners, Infinex Investments, Inc., and Keybank. Moffat serves on the boards of the Westmoreland Intermediate Foundation and the Ligonier Valley Historical Society. OSAIC Institutions, INC. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

Anna Yoder is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. She is also employed by Carpenter Financial Services as an administrative assistant, supporting client appointments and managing files. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ricky Kalanish is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Ameriserv Financial for 21 years. Kalanish is based in Johnstown, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Paros is a financial advisor with Mass Mutual Investors Services in Johnstown, PA. He holds the ChFC® and Series 63 designations and has 43 years of industry experience. Prior to joining MassMutual in 2017, he worked for Metlife Securities Inc. for 35 years. He is also an insurance agent for Paros Financial, where he is involved in life insurance, health, group health, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved tools to deliver written recommendations and offers a range of planning programs including estate-settlement and employer-sponsored planning.

Joseph Ford IV is a financial advisor with Edward Jones in Johnstown, PA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Robert Maruca is a financial advisor with LPL Financial in Ebensburg, PA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Allegheny Investments Ltd for nine years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools.

William Hargreaves is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years. He serves on the advisory board of Sunnehanna Country Club in Johnstown, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Robert Vamos is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 34 years of industry experience. His prior roles include ten years at LPL Financial LLC and ongoing engagement with Ameriserv Financial Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources.

Lisa Wagerer is a Series 66-credentialed financial advisor with 16 years of industry experience. She has worked at Edward Jones for 15 years before joining LPL Financial in 2025. Outside of her advisory role, she is involved with Petrick Automotive Repair 2.0, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology and a broad network of over 22,800 advisors.

Eric Orlovsky is a financial advisor with Cetera in Johnstown, PA, holding a Series 63 designation and 16 years of industry experience. He has worked with multiple firms including Avantax and owns Orlovsky Financial Services PLLC, where he provides accounting, payroll, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Edward Maruca is a financial advisor with LPL Financial based in Ebensburg, PA, holding a Series 63 designation and 43 years of industry experience. He was previously with Allegheny Investments, Ltd. for 42 years before joining LPL Financial in 2023. In addition to his advisory work, he is involved in a non-investment business called Foster Financial Services Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.