Beth Monahan is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2019, with prior experience at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Michael Eardley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James Financial and LegalShield. He serves as a board member of the Blair County Republican Committee and operates an online sales business. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement advisory services delivered through a network of independent professionals. The firm offers multiple portfolio management options across various platform arrangements, combining proprietary and unaffiliated strategies and providing institutional features that support advisor business relationships and client service.

George Biesinger is a financial advisor at Edward Jones in Altoona, PA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at PennCrest Bank and was the owner of a laundry service business that is no longer in operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Noll is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with LPL Financial and previously worked at NEXT Financial Group, Inc. for 26 years. In addition to his financial advisory career, he is the owner and operator of Noll Farms, a business he has managed for over five decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Christopher Davis is a financial advisor with LPL Financial in Altoona, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cetera Investment Services LLC for three years before joining LPL Financial in 2017. Davis also has experience as a non-variable insurance agent and has affiliations with bank partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management solutions, using a range of strategies and technology tools to support advisors across a broad financial services platform.

Erica Vozar is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Next Financial Group and various positions outside the financial sector, including at Bakerton Athletic Club and the United States Postal Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services supported by a network of investment adviser representatives and technology tools.

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.

Adam Corle Landolfi is a CFA® charterholder with 14 years of industry experience, currently advising at Cetera. His prior work includes roles at Girard Securities, Inc., Cetera Wealth Services, LLC, and Iron Way Wealth Management, where he provides financial advisory services as an independent contractor. Outside of advisory work, he serves as an assistant golf coach at The Pennsylvania State University. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers diverse investment solutions through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

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.

Kaitlin Eberhart is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Next Financial Group, Inc. for 18 years before joining LPL Financial in 2025. Eberhart also maintains a registered non-variable insurance agent activity. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Kim Fogle is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NEXT Financial Group for over a decade prior to joining LPL Financial. Outside of his advisory role, he is a certified yoga instructor specializing in Yin, Restorative, Trauma Sensitive, and Hot Power yoga. 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 portfolio programs, and institutional platforms, supported by technology tools and a broad network of investment adviser representatives.

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.