Tyler Becker is a financial advisor at Ameriprise in Greensburg, PA, holding Series 63 and Series 65 licenses. He began his advisory career in 2023, following experience at United Bank and roles in education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Keith Fulton is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank PA since 2012. Outside of his advisory role, he is a member and manager of KRF Vision LLC, a family optical business, and also engages in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Ronald Romeo is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corp. for 21 years. He is also involved in selling indexed annuities and fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a broad network of affiliated advisers and multiple advisory platforms.

Lisa Krall is a CFP® professional with 21 years of industry experience, currently advising at OSAIC since 2023. Prior to joining OSAIC, she worked for 14 years at Sagepoint Financial, Inc. In addition to her advisory role, she is president of The Moxie Women’s Network, a public event series focused on business women featuring guest speakers and held quarterly. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools for portfolio construction and management.

Greg Holzer is a Series 66-licensed financial advisor with LPL Financial, based in Greensburg, PA, and has six years of industry experience. Prior to joining LPL Financial in 2021, he worked at FSC Securities Corporation and Commercial Bank & Trust. Outside of his advisory work, he is involved with Stone Villa Wine Cellars, a business he has been associated with since 2018. 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 model portfolios, and supports advisors with technology and operational tools.