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Tanner K

Series 66

Johnstown, PA

Ameriprise

Tanner Kobal is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has previously worked at LPL Financial LLC, AmeriServ Trust & Financial, Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. Outside of his advisory roles, he has experience in several other fields, including lawn care and retail. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph H

Series 63, Series 65

Hostetter, PA

Cetera

Joseph Horency is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2021, previously spending 15 years at LPL Financial and 19 years with The Advisors LLC. Outside of his advisory role, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers and various program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher P

Series 63

Latrobe, PA

Cetera

Christopher Pakos is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has a background that includes ownership and leadership roles in Pakos Wealth Management, Inc., as well as consulting work with Parquette And Associates, CPAs, PC. Pakos also operates his own accounting and tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Curtis C

Latrobe, PA

Cetera

Curtis Colaianne is a financial advisor with Cetera, holding CPA credentials and several years of experience in accounting and tax services across multiple firms. He is currently involved with Pakos Wealth Management and owns several accounting-related businesses, including Colaianne & Company CPA, PLLC, and Ron Miller CPA, PLLC. Outside of his advisory work, he serves as chair of the finance committee at Paradise Church in Latrobe, PA. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and a range of program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nathaniel R

Series 63, Series 66

Greensburg, PA

Ameriprise

Nathaniel Ramsay is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise and John Hancock in various capacities. Ramsay also holds a real estate license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John R

Series 63, Series 66

Ligonier, PA

LPL Financial

John Ratini is a financial advisor with LPL Financial in Ligonier, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in sales of health, life, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, providing both discretionary and non-discretionary management alongside model portfolios, third-party research, and various institutional solutions.

College savings (529s, UTMA, etc.)
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Mitchell C

Series 63

Hollsopple, PA

LPL Financial

Mitchell Cable is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Mauricio S

Series 66

Greensburg, PA

Ameriprise

Mauricio Sanchez Rodriguez is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he held positions at Seven Springs Mountain Resort and Saint Vincent College. Outside of his advisory role, he works as an independent contractor delivery driver for DoorDash. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Edward G

Series 63, Series 65

Greensburg, PA

Ameriprise

Edward Gaskey is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of advising, he is involved in managing businesses related to commercial property development and administrative support for his financial planning practice. Ameriprise serves clients primarily through its retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide non-discretionary, written recommendations delivered in partnership with its financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark S

Series 66

Hollsopple, PA

LPL Financial

Mark Seth is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)
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Clark H

Series 63

Hollsopple, PA

LPL Financial

Clark Hostetter is a Series 63 licensed advisor at LPL Financial with 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he operates a CPA firm that provides tax preparation, tax planning, payroll, and accounting consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Peggy V

Series 63, Series 66

Latrobe, PA

Thrivent Investment Management

Peggy Vandyke is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Thrivent Financial for Lutherans and its investment management division since 2007. Outside of her advisory role, she serves on the board of the Derry Railroad Days Committee and is involved in local political and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning without discretionary trading authority, focusing on ongoing or one-time engagements that cover a wide range of planning topics.

Business ownership considerations
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Brian G

Series 66

New Florence, PA

UBS Financial Services

Brian Gray is a financial advisor with UBS Financial Services in New Florence, PA, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, he serves on the Board of Directors for the Boys and Girls Club of Tampa Bay, a nonprofit organization focused on providing skills and services to underprivileged children. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Logan B

Series 66

Pleasant Unity, PA

LPL Enterprise

Logan Byrd is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he was employed at Arnold Palmer's Latrobe Country Club and has worked in various roles including at Reed's Auction Company and the Greater Latrobe School District. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, access to model portfolios, and brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Douglas C

Series 63, Series 65

Greensburg, PA

Ameriprise

Douglas Comin is a financial advisor with Ameriprise in Latrobe, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC before joining Ameriprise. Outside of his advisory role, he occasionally serves as an ordained substitute minister and is a self-published author of a religious book. Ameriprise provides retirement-income planning services tailored to clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew E

Series 63, Series 66

Greensburg, PA

Ameriprise

Matthew Eisenhuth is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ameriprise and its related entities since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tyler B

Series 65, Series 63

Greensburg, PA

Ameriprise

Tyler Becker is a financial advisor at Ameriprise with Series 65 and Series 63 credentials. He began his career in financial services in 2023 after prior experience at United Bank and roles during his time at Saint Vincent College and South Union Township. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Keith F

Series 63, Series 65

Latrobe, PA

Cetera

Keith Fulton is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has worked with First National Bank PA since 2012. Outside of his advisory work, he manages a family optical business, KRF Vision LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert M

Series 63, Series 65

Blairsville, PA

OSAIC

Robert Myers is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 22 years. Outside of his advisory work, he owns mineral rights that generate royalties from gas wells and also operates as an independent insurance agent offering fixed insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction utilizing various investment vehicles and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lisa K

CFP®, Series 63, Series 65

Greensburg, PA

OSAIC

Lisa Krall is a CFP® professional with 21 years of industry experience, currently advising at OSAIC since 2023. Prior to joining OSAIC, she worked for 14 years at Sagepoint Financial, Inc. In addition to her advisory role, she is president of The Moxie Women’s Network, a public event series focused on business women featuring guest speakers and held quarterly. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools for portfolio construction and management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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