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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.
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.
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.
Dana H
Series 66
Altoona, PA
Edward Jones
Dana Harris is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Dana worked in healthcare-related roles at UPMC Altoona Regional Health Services Inc and Nemours Children's Hospital. Dana is a Woman of Impact Nominee involved with the American Heart Association, participating in fundraising efforts through their online donation portal. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
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.
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.
Adam F
Series 63, Series 66
Altoona, PA
LPL Financial
Adam Fogle is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at NEXT Financial and has held positions at Doordash, Inc., Lowes, Inc., and Sheetz, Inc. 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 portfolios, third-party asset management, and institutional platforms.
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.
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.
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.
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.
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.
Brittany M
Series 63, Series 66
Altoona, PA
LPL Financial
Brittany Madden is a financial advisor with LPL Financial, 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. Outside of her advisory role, Madden is also a non-variable insurance agent. 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 portfolios, third-party asset management, and institutional platforms.
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.
Michael H
Series 66
Altoona, PA
Edward Jones
Michael Harris is a financial advisor at Edward Jones in Altoona, PA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.
John S
CFP®, Series 63, Series 65
Altoona, PA
LPL Financial
John Stanek is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked for 26 years at Next Financial Group, Inc. Additionally, he is an author with a home-based writing activity unrelated to investments. 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 portfolios, third-party asset management, and institutional platforms.
Guy L
CFP®, Series 63, Series 65
Altoona, PA
Cetera
Guy Landolfi is a CFP® with 39 years of industry experience, currently affiliated with Cetera since 2023. His career includes roles at Cetera Wealth Services, Girard Securities, and ownership of a CPA practice since 1982. He serves as an elected board member of a local nonprofit organization and is involved in interior and exterior design through a separate business. Cetera Investment Advisers LLC offers a wide range of investment advisory services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that enables advisors to implement diverse portfolio strategies, supporting both discretionary and non-discretionary accounts across multiple program structures.
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.
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.
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.
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