Lindsay Bennear is a financial advisor with Cetera and holds a Series 63 designation, bringing 12 years of industry experience. Prior to joining Cetera in 2025, Lindsay worked for Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services, with a career beginning at Samuel Carpenter in 2007. Lindsay is also involved with Carpenter Financial Services, providing financial planning, tax preparation, bookkeeping, and payroll services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to model portfolios, third-party managers, and customized strategies.

Jennifer Woolever is a financial advisor with Edward Jones in Johnstown, PA, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves as a Notary Public in Johnstown. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Lesney is a financial advisor with Equitable Advisors in Johnstown, PA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Axa Advisors, LLC from 2014 to 2020. Lesney serves as president of the Ogletown Recreation Board in Windber, PA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party asset managers, offering solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Yerger III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 40 years of industry experience. He has worked at Morgan Stanley in various capacities from 2010 to 2021 before joining Raymond James and his own firm in 2021. Outside of his advisory work, he serves as the Tournament Chairman for the Sunnehanna Amateur golf event, managing player invitations, event organization, and budgeting. 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 institutional clients. The firm offers tailored non-discretionary planning and investment consulting, utilizing analytical tools to model potential outcomes, and supports municipal and public finance work through its affiliation with a municipal advisor.

Conor Mc Kenzie is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. He has 10 years of industry experience, including six years at Janney Montgomery Scott and earlier roles at Northwestern Mutual. He is the owner of Honor Wealth Planning LLC and a 50% owner of McKenzie Boys Club LLC, a business entity that owns commercial real estate leased to his planning firm. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory solutions and supports municipal and public-finance work through a unique municipal advisor affiliation.

Colt Mckelvey is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has held roles at Cetera Wealth Services, LPL Financial, and previously operated MCKELVEY LAW OFFICES, LLC, a law practice he owns. Outside of his advisory work, he manages real estate ventures through two LLCs. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Mark Vibostok is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at Stifel since 2025 and previously spent 23 years at Janney Montgomery Scott. He is based in Johnstown, PA. 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 is guided by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to assist clients with asset allocation, retirement, insurance, and estate planning.

Mark Seth is a Series 66 licensed financial advisor with 21 years of experience, currently affiliated with LPL Financial. He has been with Linsco/Private Ledger Corp., now part of LPL, since 2005. 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 advisory and brokerage services through a large network of investment adviser representatives using a range of portfolio programs and institutional platforms.

Barry Thomas is a financial advisor with LPL Financial in Ebensburg, PA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is involved in several insurance-related activities, including long-term care and health insurance. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Clark Hostetter is a financial advisor with LPL Financial in Hollsopple, PA. He holds a Series 63 designation and has 14 years of industry experience, all with LPL Financial since 2012. In addition to his advisory role, he operates a sole proprietorship offering accounting services including tax preparation, tax planning, and payroll consulting through his CPA Affiliate Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of services including financial planning and access to model portfolios and third-party asset management, supporting advisors with both discretionary and non-discretionary account management options.

David Finui is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 designations and has 23 years of industry experience. His prior roles include positions at LPL Financial and AmeriServ Trust & Financial Services Company. He serves as President of AmeriServ Financial Bank d/b/a AmeriServ Wealth and Capital Management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing guidance, utilizing proprietary research and algorithmic tools within a defined investment framework.

Christopher Ruth is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Cambridge since 2020 and previously spent 12 years with First Allied Securities. Outside of his advisory role, he is involved in a real estate investment LLC and owns a financial services business in Richland, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and multiple platform arrangements.

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.

Ryan Brandon is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, and New York Life among others. He is also involved with Health Insurance Place, a related business activity outside of his advisory work. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance product sales, and affiliated trust and lending services.

Edward Maruca is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2023 and previously at Duff & Phelps, LLC from 2016 to 2020. In addition to his advisory role, he operates the Maruca Group under Foster Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erin Sotosky is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been associated with Raymond James and Thomas Financial Associates since 2010. Outside of her advisory role, she serves as the head varsity boys track and field coach and is president of a nonprofit soccer booster organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad network of advisors and affiliated firms.

Michael Tatarko Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, including a role at Allegheny Investments since 2014. Outside of his advisory work, Tatarko is a licensed attorney with Scanlon & Wojton, LLC. 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 and access to third-party asset managers, supported by advanced research and operational tools.

Courtney Custer is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute along with third-party data.

Timothy Scanlan is a financial advisor at Stifel with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Ebensburg Youth League and is active as a board member in local community organizations, including the Ebensburg Main Street Partnership. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jennings Mcgraw is a Series 66-licensed advisor with Equitable Advisors in Johnstown, PA, where he has worked since 2007. He has 19 years of industry experience, including time at AXA Advisors, LLC. Mcgraw serves on the Finance Committee Board of Civil Air Patrol Squadron 258 in Johnstown and owns Horizon Flying LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm uses a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory models and services.