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.

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.

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.

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.

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.

John Billetdeaux is a financial advisor with LPL Financial, holding a Series 66 license and bringing 15 years of industry experience. He has worked with Kabler Thomas since 2011 and has been with LPL Financial since 2015. 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 model portfolio programs, leveraging a large network of advisors and technology tools.

Wayne Weimer is a financial advisor at LPL Financial with 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cetera Investment Services, Edward Jones, and Woodmen Financial Services. He holds Series 63 and Series 66 designations. 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.

Vincent Vibostok is a CFP® with five years of industry experience, currently advising at Stifel in Johnstown, PA. Prior to joining Stifel, he worked at Janney Montgomery Scott LLC and has held positions at Reed Smith LLP, Federated Investors, and other firms. He serves on the advisory board for Easterseals Western and Central Pennsylvania, a nonprofit providing health and human services. Stifel serves a broad range of clients including individual, institutional, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Randolph Vance is a financial advisor with Edward Jones in Johnstown, PA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward Jones since 1996 and is also affiliated with Country Capital Management Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Lawrence Giannone is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Thomas Financial Associates and Raymond James Financial Services since 2010. He is also the owner of LT Giannone Financial Services, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm focuses on non-discretionary planning using risk profiling and analytical modeling, and it provides specialized municipal and retirement plan advisory services.