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Stephen T

Series 66

Hollidaysburg, PA

Edward Jones

Stephen Tidd is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Valaris PLC for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeff H

Series 63, Series 66

Hollidaysburg, PA

Ameriprise

Jeff Hinish is a financial advisor with Ameriprise in Altoona, PA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he is involved with the Zack Hinish Foundation, a donor-advised fund through the Central PA Community Foundation. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Travis M

Series 66

Altoona, PA

STIFEL

Travis Mcchessney is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves on the board of the Great Commission Bible Institute in Martinsburg, PA. Stifel serves a wide range of clients including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm’s services include fee-based financial planning and model-driven asset allocation guidance.

General retirement planning Income planning
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Todd F

Series 63, Series 66

East Freedom, PA

Cetera

Todd Frederick is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. He has 11 years of industry experience and has been with Cetera and its affiliates since 2015. Outside of his advisory role, he is involved in financial planning and insurance services through ARK Financial Services, LLC, where he provides life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting diverse investment strategies and custodial arrangements.

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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Stephen P

Series 65

Hollidaysburg, PA

Cetera

Stephen Pramuk is a financial advisor with Cetera, holding a Series 65 designation and bringing eight years of industry experience. He has been affiliated with Cetera Financial Specialists LLC and Cetera Investment Advisers, LLC since 2017 and operates an accounting and tax consulting firm, Stephen C. Pramuk, CPA, PC, since 2004. Pramuk also owns Pramuk Wealth Management, LLC, a financial services DBA. 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 a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary 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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Michelle D

Series 63, Series 65

Hollidaysburg, PA

Mass Mutual Investors Services

Michelle Day is a financial advisor with Mass Mutual Investors Services in Duncansville, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Mass Mutual and its affiliated MML Investors Services since 2013. Outside of her advisory role, she is a Mary Kay Cosmetics skin care consultant. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

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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Paul R

Series 66

Roaring Spring, PA

Edward Jones

Paul Rhule is a Series 66-credentialed financial advisor with Edward Jones, based in Roaring Spring, PA. He has seven years of industry experience, including a decade at Merck & Co. Inc. prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Julie L

Series 63, Series 65

Altoona, PA

STIFEL

Julie Lerch is a financial advisor with Stifel in Altoona, PA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Thomas W

Series 63, Series 65

Altoona, PA

STIFEL

Thomas Weimer is a financial advisor at Stifel with 50 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, he serves on finance councils for the Roman Catholic Diocese of Altoona-Johnstown and St. John the Evangelist Catholic Church, and is Treasurer of the Msgr. Joseph M. Luddy Scholarship Board; he is also Director Emeritus of the ARC of Blair County. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Paul G

Series 63, Series 66

Hollidaysburg, PA

Cetera

Paul Good is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Cetera since 2014 and has been affiliated with First National Bank of Pennsylvania since 2008. Outside of his advisory role, he receives compensation for referrals to the First National Bank trust department and is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm 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, supporting both discretionary and non-discretionary investment approaches.

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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Jacob B

Series 66

Hollidaysburg, PA

Ameriprise

Jacob Bickley is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked in the healthcare sector at Sound Physicians, PHI Medicine, and Notal Vision. 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 retirement income planning advice 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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Collin L

Series 63, Series 66

Martinsburg, PA

Thrivent Investment Management

Collin Lythgoe is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Thrivent in 2021, he worked at WhipperHill Compliance LLC and Delaney and Fritz PC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses and planning without providing discretionary portfolio management.

Business ownership considerations
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Katlin W

Series 66

Hollidaysburg, PA

Ameriprise

Katlin Webb is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory work, she serves on the board of directors for Williamsburg Youth Baseball and Softball, where she also leads concessions. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to generate tax-efficient, income-focused recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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

Series 63, Series 65

Altoona, PA

STIFEL

Brenda Eckenrode is a financial advisor with Stifel in Altoona, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves as a notary public for the Altoona Stifel branch. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. Its investment approach incorporates a proprietary methodology developed by the firm’s Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Lindsey N

Series 66

Holidaysburg, PA

Cetera

Lindsey Neely is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked at First National Bank of PA and Thompson LTC Pharmacy. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships to provide discretionary and non-discretionary investment solutions.

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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Barry C

Series 63

Hollidaysburg, PA

LPL Financial

Barry Clapper is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He has been with Linsco/Private Ledger since 2007. He also operates a financial services business under the name Clapper and Associates Financial Services. 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, model portfolio programs, and institutional platforms, supported by a network of more than 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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Jay H

Series 63, Series 66

Hollidaysburg, PA

Ameriprise

Jay Hinish is a financial advisor with Ameriprise in Hollidaysburg, PA, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Ameriprise and its predecessor since 1996. In addition to his advisory work, he owns a business called Hinish Group. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing 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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John B

Series 66

Hollidaysburg, PA

Edward Jones

John Barton is a Series 66–licensed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Douglas R

CFP®, Series 63

Hollidaysburg, PA

Ameriprise

Douglas Reigh is a CFP®-certified financial advisor with 39 years of industry experience, currently with Ameriprise in Duncansville, PA. He has been with Ameriprise and its predecessor firm since 1986. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Alexsae K

Series 66

Altoona, PA

Thrivent Investment Management

Alexsae Kensinger is a Series 66-licensed financial advisor with Thrivent Investment Management in Altoona, PA. She joined Thrivent Financial and Thrivent Investment Management in 2026. Prior to entering the financial services industry, Kensinger worked in healthcare at Mount Nittany Medical Center and UPMC facilities, and previously held roles in retail and food service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans across multiple areas without portfolio management or institutional advisory services.

Business ownership considerations
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