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Matthew Z

Series 63, Series 65

Johnstown, PA

Equitable Advisors

Matthew Zima is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AmeriServe Financial Services and LPL Financial. Since 2016, he has also maintained outside appointments for fixed annuity, term insurance, and whole life insurance through GBU Financial. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Mitchell C

Series 63

Hollsopple, PA

LPL Financial

Mitchell Cable is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Kevin P

Series 66

Johnstown, PA

Cetera

Kevin Pile is a financial advisor with Cetera Wealth Services LLC and holds a Series 66 designation. He has 23 years of industry experience and has previously worked with Avantax Advisory Services and S & P Partners. Outside of his advisory work, he is the owner and sole proprietor of Pile Financial Services, a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized 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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Cynthia O

CFP®, Series 63, Series 65

Johnstown, PA

Cetera

Cynthia Orlovsky is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Avantax and operates her own accounting and tax preparation business, Orlovsky Financial Services LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, supporting both discretionary and non-discretionary accounts.

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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Andrew W

Series 63

Johnstown, PA

Mass Mutual Investors Services

Andrew Waligora is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 43 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company, spanning over five decades. Outside of financial services, he serves as an umpire for scholastic softball games in Pennsylvania. 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, and charitable organizations. The firm provides ongoing, collaborative planning engagements supported by analytical software and offers specialized programs such as divorce planning and estate-settlement services.

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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Lindsay B

Series 63

Johnstown, PA

Cetera

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.

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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Jennifer W

Series 66

Johnstown, PA

Edward Jones

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.

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

Series 66

Johnstown, PA

Equitable Advisors

Michael Lesney is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2014, previously associated with Axa Advisors. Outside of his advisory role, he serves as President of the Ogletown Recreation Board in Windber, PA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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John Y

Series 63

Johnstown, PA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Conor M

CFP®, Series 63, Series 65

Johnstown, PA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Colt M

Series 66

Johnstown, PA

Cetera

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.

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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William S

CFP®, Series 66

Somerset, PA

LPL Financial

William Stoy is a CFP® professional with 23 years of experience in the financial industry, currently affiliated with LPL Financial since 2007. He operates out of Somerset, PA, and holds a Series 66 license. Stoy has a registered DBA under Boyer Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Mark V

CFP®, Series 66

Johnstown, PA

STIFEL

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.

General retirement planning Income planning
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Mark S

Series 66

Hollsopple, PA

LPL Financial

Mark Seth is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)
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Clark H

Series 63

Hollsopple, PA

LPL Financial

Clark Hostetter is a Series 63 licensed advisor at LPL Financial with 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he operates a CPA firm that provides tax preparation, tax planning, payroll, and accounting consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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David F

Series 63, Series 66

Johnstown, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher R

Series 63, Series 65

Richland, PA

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Ryan B

Series 63, Series 66

Johnstown, PA

LPL Enterprise

Ryan Brandon is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, New York Life Insurance Company, and PNC Investments. He also operates Health Insurance Place, a health insurance-related business in Cannonsburg, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Erin S

Series 63, Series 66

Johnstown, PA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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David T

Series 66

Somerset, PA

Edward Jones

David Turkovich Sr. is a financial advisor with Edward Jones in Somerset, PA, holding a Series 66 designation and 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

General retirement planning Retired Founder/Business Owner Executive
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