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Thomas M

Series 63, Series 66

Ligonier, PA

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Alexander L

Series 66

Ligonier, PA

Janney Montgomery Scott

Alexander Letizia is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2011, following prior roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. 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, and institutional clients, offering a range of services such as brokerage, financial planning, consulting, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Shennoah M

Series 63, Series 66

Johnstown, PA

Integrity Alliance, LLC

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.

Annuities ESG / Sustainable investing
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James D

Series 63, Series 65

Ligonier, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jacob S

Series 65

Johnstown, PA

Wealth Enhancement Advisory Services, LLC

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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jodee H

Series 66

Ligonier, PA

OSAIC Institutions, INC.

Jodee Harris is a Series 66-licensed financial advisor with 23 years of industry experience, currently affiliated with OSAIC Institutions, Inc. She has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth since 2007. Outside of her advisory roles, Harris is involved in event planning and fundraising as the coordinator for the Derry Area Class of 88 Reunion, and she co-owns an online and in-home clothing sales business, LulaPi LLC, as well as operating a vacation and travel planning service called Your Hero's Journey. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model with a focus on customized advisory services, offering discretionary and non-discretionary options, financial planning, and access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Samuel S

CFA®, Series 66

Ligonier, PA

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Angela M

Series 63, Series 66

Johnstown, PA

OSAIC Institutions, INC.

Angela Moffat is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 credentials and 15 years of industry experience. She has previously worked at firms including 1ST SUMMIT Financial Partners, Infinex Investments, Inc., and Keybank. Moffat serves on the boards of the Westmoreland Intermediate Foundation and the Ligonier Valley Historical Society. OSAIC Institutions, INC. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Anna Y

Series 63, Series 65

Johnstown, PA

Cetera

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.

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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Ricky K

ChFC®, Series 63, Series 65

Johnstown, PA

LPL Financial

Ricky Kalanish is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Ameriserv Financial for 21 years. Kalanish is based in Johnstown, PA. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John P

ChFC®, Series 63

Johnstown, PA

Mass Mutual Investors 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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Joseph F

Series 66

Johnstown, PA

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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William H

Series 63, Series 65

Johnstown, PA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert V

Series 63

Johnstown, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lisa W

Series 66

Johnstown, PA

LPL Financial

Lisa Wagerer is a Series 66-credentialed financial advisor with 16 years of industry experience. She has worked at Edward Jones for 15 years before joining LPL Financial in 2025. Outside of her advisory role, she is involved with Petrick Automotive Repair 2.0, LLC. 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 and brokerage services, including financial planning and third-party asset management, supported by extensive technology and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Eric O

Series 63

Johnstown, PA

Cetera

Eric Orlovsky is a financial advisor with Cetera in Johnstown, PA, holding a Series 63 designation and 16 years of industry experience. He has worked with multiple firms including Avantax and owns Orlovsky Financial Services PLLC, where he provides accounting, payroll, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

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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Richard M

Series 66

Johnstown, PA

LPL Financial

Richard Martin Jr. is a financial advisor with LPL Financial based in Johnstown, PA. He holds a Series 66 designation and has 13 years of industry experience, having worked with LPL Financial since 2012. Outside of his advisory role, he serves as a football and basketball official for high school games and as a football official for NCAA Division II and III. 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, utilizing a combination of proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ethan S

CFP®, Series 66

Johnstown, PA

Cetera

Ethan Stewart is a CFP® professional with 11 years of industry experience, currently serving at Cetera. He has previously worked with VOYA Financial Advisors, Inc. and maintains ongoing roles with Centennial Financial Group, LLC. Stewart is involved in his community as a board member for the Johnstown Industrial Development Corp, the Johnstown State Theatre Foundation, and the Humane Society of Cambria County. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that enables advisors to implement model portfolios, third-party manager selections, or customized 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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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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Brian S

Series 66

Johnstown, PA

Cetera

Brian Scaletta is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. He has worked at several firms, including Avantax and Equity Services, and owns Scaletta Financial, LLC, which provides tax and consulting services. Outside of his financial career, he performs as a percussionist for acoustic acts and bands. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 with access to both affiliated and third-party money managers.

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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