Caden Auker is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Principal Life Insurance Co and Principal Securities. Outside of advisory work, he is involved in writing outside insurance policies, including life, disability, long-term care, health, medical, dental, and annuities for both group and individual clients. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jesse Ickes is a financial advisor with Principal Financial Services in Altoona, PA, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Beck, Smithbower, Ickes Financial, LLC and Beck Financial and Wealth Management, LLC, and has been with Principal Securities Inc. since 2016. Outside of his advisory role, he serves on several local boards, including the Altoona City Council, the Kiwanis Club of Altoona, and the Altoona Water Authority. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisor and promoter arrangements.

Janet Smithbower is a financial advisor with Principal Financial Services, holding Series 63 and 65 licenses and bringing 16 years of industry experience. She has previously worked at Beck, Smithbower, Ickes Financial, LLC, Principal Life Insurance Company, Beck Financial and Wealth Management, LLC, Hancock Associates Inc, The Hancock Group, Inc, and Principal Securities Inc. Outside of her advisory role, she serves as Assistant District Governor and board member for the Rotary Club of Ebensburg. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

James Muir is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2017. Outside of finance, Muir assists autistic and special needs individuals through a home nursing agency and serves as treasurer for the Rotary of Hollidaysburg, where he volunteers for local community activities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services tailored to client needs. The firm utilizes a network of investment adviser representatives who provide both advisory and brokerage solutions, employing a mix of fundamental and technical analysis and access to alternative investments through platforms like CAIS.

Mark Ford is a financial advisor with SPC in Altoona, PA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Parkland Securities since 2014 and has been with SPC since 2004. Ford serves as Vice President and board member of the Altoona Chapter of AMBUCS, a nonprofit organization that assists people with mobility disabilities. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through managed account programs and third-party partnerships.

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 24 years of industry experience. He previously worked at Raymond James Financial and has been involved with LegalShield and non-variable insurance since 2014. Eardley is also a board member of the Blair County Republican Committee. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing multiple portfolio management strategies and custody arrangements tailored to client objectives.

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.

Michael Eckenrode is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Summit Financial Group, among other firms. Outside of his advisory role, he serves as an auditor for East Carroll Township and is involved with a minor construction business and nonprofit camp treasury duties. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, leveraging a multi-manager platform with discretionary and non-discretionary authorities across diverse program structures.

Nathan Lawhead is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Cambridge, he worked at MAI Capital Management and Deloitte & Touche LLP. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through proprietary and third-party models and emphasizes documented advisor business relationships and institutional-scale resources.

Kenneth Noll is a CFP® professional affiliated with LPL Financial, with 36 years of industry experience. He previously spent 26 years at NEXT Financial Group, Inc. and is also involved with Noll Farms, a family business operating since 1970. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios from multiple sources.

Michael Bianconi is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Before joining Thrivent, he served nearly three decades as Director of Water Operations at the Altoona Water Authority. He is also involved in managing finances and facility planning for the First Church of the Brethren. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial plans without discretionary trading authority, and provides periodic reviews of recommendations.

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 from 2014 to 2017. Outside of advisory services, he is involved in non-variable insurance as an agent, focusing on fixed life, fixed annuity, and health Medicare supplements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Rebecca Stevens is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2022, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2022. Outside of her advisory role, she has been a part-time yoga teacher since 2014. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management strategies across multiple custody platforms.

James Ellis is a financial advisor with Cambridge Investment Research Advisors in Altoona, PA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, he is the owner of AZJE LLC, a personal investment-related entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers services through a network of independent Financial Professionals and provides a range of investment management and financial planning solutions tailored to client objectives, with both proprietary and third-party strategies available.

John Fiore is a financial advisor with Cetera and holds a Series 66 credential. He has three years of industry experience, including prior roles at Raymond James Financial. Outside of his advisory work, he owns Fiore Private Wealth, LLC, a business operating as a DBA for financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

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.