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Eric I
Series 63, Series 65
Altoona, PA
Raymond James Financial
Eric Irwin is a financial advisor with Raymond James Financial in Altoona, PA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and practices as a CPA, owning an accounting business that prepares individual tax returns. Additionally, he works as an insurance agent selling fixed annuities and life insurance through fraternal organizations. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and employs various analytical tools to support client goals, while also supporting municipal and public finance services through its unique affiliations.
Robert B
Series 63, Series 65
Altoona, PA
STIFEL
Robert Bainey is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.
Adam C
CFA®, Series 63, Series 65
Altoona, PA
Cetera
Adam Corle Landolfi is a CFA® charterholder with 14 years of industry experience, currently advising at Cetera. His prior work includes roles at Girard Securities, Inc., Cetera Wealth Services, LLC, and Iron Way Wealth Management, where he provides financial advisory services as an independent contractor. Outside of advisory work, he serves as an assistant golf coach at The Pennsylvania State University. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers diverse investment solutions through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.
James I
Series 63
Altoona, PA
Raymond James Financial
James Isola is a financial advisor with Raymond James Financial in Altoona, PA, holding a Series 63 credential and bringing 29 years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services/Advisors LLC. Outside of advisory roles, he is engaged in client services and administration at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors and affiliated firms.
Karen S
Series 63, Series 65
Altoona, PA
STIFEL
Karen Schraff is a financial advisor at Stifel with 40 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Stifel since 2009. Outside of her advisory work, she is a co-owner of Oak Spring Winery in Altoona, Pennsylvania. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Brian U
Series 66
Duncansville, PA
Wells Fargo Advisors
Brian Uhlinger is a Series 66-licensed financial advisor with Wells Fargo Advisors in Duncansville, PA, bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a 50% ownership stake in Fair Winds Wealth Strategies, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.
Amy S
Series 63, Series 65
Altoona, PA
Cambridge Investment Research Advisors
Amy Seltzer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2011 and has operated Seltzer Financial Strategies since 2004. Outside of her advisory work, she serves as co-treasurer of the Agudath Achim Sisterhood and is a board trustee of The Georgio Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a range of portfolio management approaches and custody arrangements.
Jonah S
Series 66
Hollidaysburg, PA
Ameriprise
Jonah Snowberger is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Hinish and Associates and held roles at Millersville University, Iron Masters Country Club, and Spring Cove School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers personalized retirement planning through written reports and annual ongoing advice focused on income reliability and tax-aware withdrawal strategies.
Keith B
Series 63, Series 65
Altoona, PA
Primerica Advisors
Keith Becker is a financial advisor with Primerica Advisors in Altoona, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a percentage-based tiered wrap fee structure.
David F
Series 63
East Freedom, PA
Cetera
David Frederick is a financial advisor with Cetera, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he is involved with Frederick Insurance Agency and Ark Financial Services Inc., which operate fixed insurance and securities businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and consulting services using a multi-manager platform that includes affiliated and third-party strategies across various program structures.
Kaitlin E
Series 63, Series 66
Altoona, PA
LPL Financial
Kaitlin Eberhart is a financial advisor with LPL Financial in Altoona, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Next Financial Group, Inc. for 18 years before joining LPL Financial in 2025. Eberhart is also registered as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.
Max C
Series 63, Series 65
Duncansville, PA
Cambridge Investment Research Advisors
Max Crownover is a financial advisor with Cambridge Investment Research Advisors based in Duncansville, PA. He holds Series 63 and Series 65 licenses and has five years of industry experience, including prior roles at Pensionmark Financial Group and experience in education at Penn State University. Outside of his advisory work, he is involved as an agent in insurance and benefits activities and manages client assets through related investment advisory roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing both proprietary and third-party model strategies with discretionary and non-discretionary implementation options.
Kim F
Series 63, Series 66
Altoona, PA
LPL Financial
Kim Fogle is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, Kim worked for NEXT Financial Group from 2009 to 2023. Outside of financial advising, Kim is a certified yoga instructor specializing in Yin, Restorative, Trauma Sensitive, and Hot Power yoga. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.
James C
Series 63, Series 66
Altoona, PA
STIFEL
James Campbell is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the finance committee of Holy Trinity Catholic School and is a board member of the Hollidaysburg Area Education Foundation, contributing to financial oversight and grant decisions. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
John F
CFP®, ChFC®, Series 63, Series 65
Altoona, PA
Cetera
John Fleming is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at First Allied Securities, Inc. and First Allied Advisory Services, Inc., and has been involved with VIP Ventures, LLC for more than two decades. Outside of his advisory work, he operates a law office providing attorney and paralegal services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Michael I
Series 63, Series 65
Altoona, PA
Raymond James Financial
Michael Irwin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His career includes roles at Jersey Shore State Bank and NSS Group, alongside a long tenure at Raymond James Financial. Outside of his advisory work, he is an owner of a support company and is involved in various non-investment-related business activities. 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, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports clients in implementing recommendations through multiple advisory programs.
Joseph D
Series 66
Hollidaysburg, PA
Cetera
Joseph De Riso is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include positions at First National Bank of PA, Guided Professional Solutions, BNY, and Equitable Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through a nationwide network of over 10,000 advisors.
Elizabeth J
Series 63, Series 65
Duncansville, PA
Wells Fargo Advisors
Elizabeth Johns is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2015. Outside of her advisory role, she co-owns and manages bookkeeping and personnel records for an automotive parts business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, using proprietary research and tools to develop tailored recommendations, with implementation available through brokerage or advisory programs.
Theresa B
Series 63, Series 65
Altoona, PA
STIFEL
Theresa Bogovich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves as a member of The Shields School of Business Advisory Board at St. Francis University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, providing guidance through forward-looking capital market assumptions and probabilistic modeling.
Paul W
Series 66
Altoona, PA
STIFEL
Paul Weimer is a financial advisor at Stifel in Altoona, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2025, he served for ten years at the U.S. Army Aberdeen Test Center. Outside of his advisory role, he is a partner in Brush Mountain LLC, where he is involved in tenant screening and property maintenance. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.
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