Jessica Geary is a financial advisor with LPL Financial in Latrobe, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2019 and previously at SagePoint Financial. Geary is also a co-founder and board member of the nonprofit GO2GOAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Jared Gerger is a financial advisor with LPL Financial holding a Series 66 designation and recently beginning his industry career. His prior experience includes roles at Compass Financial Partners and RBC Capital Markets. Jared has also spent several years affiliated with Lake Forest College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Urbanik is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2019 and has prior experience with Sagepoint Financial and operates SecondHalf Coach Wealth Management. Urbanik is also a co-founder and board member of the nonprofit Go2Goal. 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, third-party asset management, and institutional platforms.

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 firms including LPL Financial LLC and Janney Montgomery Scott. He also has experience as a financial professional with The Advisors LLC and as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party investment strategies.

Christopher Pakos is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has served in various roles including president of Pakos Wealth Management, Inc., consultant at Parquette and Associates, CPAs, and owner of an accounting and tax preparation business. His background also includes extensive experience with Avantax and Cetera-affiliated firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supported by a large nationwide network of over 10,000 advisors.

Curtis Colaianne is a financial advisor with Cetera in Latrobe, PA. He holds CPA credentials and has experience in accounting and tax services through multiple associated firms, including Colaianne & Company CPA, PLLC, Ron Miller CPA, PLLC, Colaianne Rizzo & Associates LLC, and CNC Accounting. He also serves as chair of the finance committee at Paradise Church in Latrobe. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a broad client base ranging from individual investors to institutional accounts, utilizing multiple program structures and a multi-manager platform.

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.

James Hergenroeder is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns LaurelBeth Advisors LLC and serves as co-trustee for his mother's family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including cash-flow, retirement, and wealth-transfer planning, utilizing Wells Fargo’s research and tools to deliver tailored recommendations.

John Ratini is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has worked with LPL Financial since 2008 and previously spent two years at Northwestern Mutual Investment Management. Outside of his advisory work, he is involved in the sales of health, life, and disability insurance. 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 financial planning, wrap and model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, utilizing a range of advisory and brokerage services supported by various research and operational tools.

Kelly Perney is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds the Series 66 designation and previously worked at Mosaic Wealth Consulting and Indiana First Savings Bank. Outside of her advisory work, she is a notary public in New Alexandria, Pennsylvania. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

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.

Donald McDade is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously spent 21 years with Lincoln Financial Advisors. In addition to his advisory role, he is involved in managing a financial planning and insurance practice under the name Mosaic Wealth Consulting and holds ownership in a business that manages expenses related to fixed life insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset allocation and portfolio construction tools and supports multiple advisory platforms and legacy programs.

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.

Scott Lauer is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he serves as the secretary of his local homeowner’s association. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across a range of asset classes with discretionary and non-discretionary management options.

David Estatico is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 21 years. Outside of his advisory role, he is involved in various insurance-related activities, including offering traditional life, long-term care, disability, and group insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment products managed on discretionary or non-discretionary bases.

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.

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.

Logan Byrd is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Arnold Palmer's Latrobe Country Club and Reed's Auction Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment approaches with portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance services.

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.

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.