Michael Bianconi is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to his current role, he worked at Thrivent Financial and has a long tenure as Director of Water Operations at the Altoona Water Authority, where he oversaw water distribution and treatment facilities. He also serves on the finance and facility team at First Church of the Brethren. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority.

Edward Matosziuk Jr. is a financial advisor with Ameriprise in Hollidaysburg, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored advice, emphasizing assets managed within Ameriprise accounts.

Paul Delongis is a financial advisor at Stifel with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology, developed by its Investment Strategy Group, supports asset allocation and planning analyses that serve as a basis for client decisions.

Mary Bolt is a financial advisor with Cetera Wealth Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she owns Bolt Tax & Financial LLC, which provides accounting, bookkeeping, payroll, and tax preparation services, and she has served as a paramedic while managing billing and accounts payable at Hollidaysburg Ambulance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management, financial planning, and retirement services, supported by access to affiliated and third-party money managers.

Stephen Bickley is a financial advisor with Ameriprise in Hollidaysburg, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Robert Bainey is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Karen Schraff is a financial advisor at Stifel with 41 years of industry experience. She has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Outside of her advisory work, she is co-owner of Oak Spring Winery in Altoona, Pennsylvania, though she has no day-to-day responsibilities there. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and allows clients discretion over implementation and monitoring.

Brian Uhlinger is a Series 66-licensed financial advisor with Wells Fargo Advisors in Duncansville, PA, bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a 50% ownership stake in Fair Winds Wealth Strategies, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.

Jonah Snowberger is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Hinish and Associates and held roles at Millersville University, Iron Masters Country Club, and Spring Cove School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers personalized retirement planning through written reports and annual ongoing advice focused on income reliability and tax-aware withdrawal strategies.

David Frederick is a financial advisor with Cetera, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he is involved with Frederick Insurance Agency and Ark Financial Services Inc., which operate fixed insurance and securities businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and consulting services using a multi-manager platform that includes affiliated and third-party strategies across various program structures.

James Campbell is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the finance committee of Holy Trinity Catholic School and is a board member of the Hollidaysburg Area Education Foundation, contributing to financial oversight and grant decisions. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph De Riso is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include positions at First National Bank of PA, Guided Professional Solutions, BNY, and Equitable Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through a nationwide network of over 10,000 advisors.

Elizabeth Johns is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2015. Outside of her advisory role, she co-owns and manages bookkeeping and personnel records for an automotive parts business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, using proprietary research and tools to develop tailored recommendations, with implementation available through brokerage or advisory programs.

Theresa Bogovich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves as a member of The Shields School of Business Advisory Board at St. Francis University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, providing guidance through forward-looking capital market assumptions and probabilistic modeling.

Paul Weimer is a financial advisor at Stifel in Altoona, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2025, he served for ten years at the U.S. Army Aberdeen Test Center. Outside of his advisory role, he is a partner in Brush Mountain LLC, where he is involved in tenant screening and property maintenance. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Nicholas De Longis is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus since 2016, following roles at RBC Capital Markets and Ferris, Baker Watts, LLC. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Amy Boggs is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Gildea is a CFP®-certified financial advisor with 41 years of industry experience. She has worked at Wells Fargo Advisors and its related entities since 2009. She is also a 50% owner of Fair Winds Wealth Strategies, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers comprehensive financial planning services and integrates advisory with various financial products and referral channels.

Tammy Frank is a financial advisor at Ameriprise with 28 years of industry experience. She has held positions at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Tammy holds a Series 63 designation and is based in Altoona, PA. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria. The firm provides detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Jessica Ulery is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. She has worked at Ameriprise since 2018 and also serves as Vice President Financial Advisor at S&T Bank, a role she has held since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.