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Mitchell C

Series 63

Hollsopple, PA

LPL Financial

Mitchell Cable is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 22 years of industry experience. He has been with LPL Financial since 2007. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 21 years of industry experience currently affiliated with Cetera. She has worked at various Avantax entities and founded Orlovsky Financial Services LLC, where she provides accounting and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers diversified portfolio management, financial planning, and retirement services. The firm supports flexible investment approaches ranging from model portfolios to bespoke strategies across multiple program structures and custodial relationships.

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 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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. He holds the Series 63 designation and has 41 years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as Tournament Chairman for the Sunnehanna Amateur golf tournament, 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses various analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

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 industry experience. He has worked with LPL Financial since 2007 and was previously with Raymond James Financial Services from 2003 to 2006. He operates a financial planning business under the name Boyer Financial Planning in Somerset, PA. 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 portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Clark H

Series 63

Hollsopple, PA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 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.

Tax-loss harvesting
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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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Courtney C

CFP®, Series 63, Series 65

Johnstown, PA

Wells Fargo Clearing

Courtney Custer is a CFP® professional with 25 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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