Claude Rice Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory work, he is a part owner of a family farm that is rented out. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Christopher Fleegle is a financial advisor with OSAIC Institutions, Inc. and has 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including First Commonwealth Bank, Northwest Bank, LPL Financial, Cetera Investment Services, and First National Bank of Pennsylvania. Outside of his advisory work, he serves as the head coach for the girls basketball team at Altoona Area High School. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, emphasizing customized engagements and offering access to alternative investments and lending solutions. The firm’s advisory approach includes both fundamental and technical analysis and features a predominantly non-discretionary asset base.

Michael Reese is a financial advisor with Janney Montgomery Scott in Ligonier, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, Reese is involved with The Community Foundation of Westmoreland County as Vice Chair and a member of the Visionary Development Committee, and he coaches youth soccer with the Hempfield Area Soccer Club. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house portfolio management and third-party managers.

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. He serves as a board member for Hindman Funeral Homes and Crematory, a family business involved in succession planning. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory, brokerage, financial planning, ERISA consulting, and investment banking services, utilizing both proprietary and third-party strategies through platforms like Envestnet.

Thomas Mc Aneny is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USAA Financial Planning, TD Ameritrade, and The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available to select employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Alexander Letizia is a Series 66-credentialed financial advisor with Janney Montgomery Scott, where he has been working since 2011. He has 17 years of experience in the financial industry. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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.

James Dornan is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott in multiple periods since 2011. Outside of his advisory role, he serves as a board member for The Source, a Christian outreach organization focused on affordable housing and support for the poor and homeless. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

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.

Jodee Harris is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 22 years of industry experience. She has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth since 2007. Outside of her advisory role, she is involved in online and in-home clothing sales through LulaPi LLC and operates a vacation and travel planning business called Your Hero's Journey. She also coordinates reunion events for the Derry Area Class of 1988. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm utilizes a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management options through a network of investment adviser representatives.

Samuel Silverberg is a CFA® charterholder and holds a Series 66 license, with two years of experience in the financial industry. He has worked at Janney Montgomery Scott since 2024 and previously held positions at PNC Bank and KPMG. Outside of his advisory role, Silverberg consults for the First Street Foundation, providing feedback on climate risk modeling and new product development. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, and advisory programs.

Angela Moffat is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her career includes roles at 1ST SUMMIT Financial Partners, Infinex Investments, Inc., First Commonwealth Bank, and KeyBank. Outside of her advisory role, she serves on the boards of the Westmoreland Intermediate Foundation and the Ligonier Valley Historical Society. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that supports both discretionary and non-discretionary accounts.

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 financial advisor with LPL Financial based in Johnstown, PA, holding the ChFC® designation along with Series 63 and 65 licenses. He has 40 years of industry experience, including 21 years at Ameriserv Financial and 15 years at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and brokerage services.

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.

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.

Emily Raupach is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has previously worked at Janney Montgomery Scott, LLC for 11 years and has been associated with Somerset Trust Company and Osaic Institutions, Inc. Outside of her advisory role, she is involved with STC Advisors, a business related to her LPL activities. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and utilizes research from internal and third-party sources.

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 financial advisor with LPL Financial in Johnstown, PA, holding a Series 66 designation and 16 years of industry experience. She worked at Edward Jones for 15 years before joining LPL Financial in 2025. Outside of her financial advisory role, she is involved with Petrick Automotive Repair 2.0, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.