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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 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.

Retired Founder/Business Owner
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Matthew S

Series 66

Somerset, PA

LPL Financial

Matthew Stahl is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera, Somerset Trust Company, and FNB Wealth Management. Outside of his advisory role, Stahl is a board member of the Stahl Mennonite Cemetery nonprofit and is involved in accounting and tax preparation through Woodstown Ventures LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jennings M

Series 66

Johnstown, PA

Equitable Advisors

Jennings Mcgraw is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2007, following his tenure at AXA Advisors, LLC. Mcgraw serves on the Finance Committee Board of the Civil Air Patrol Squadron 258 in Johnstown, PA, and is the owner of Horizon Flying LLC. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.

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

Series 66

Johnstown, PA

LPL Financial

John Billetdeaux is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2015. He is also associated with Kabler Thomas, where he has been involved since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
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Wayne W

Series 63, Series 66

Johnstown, PA

LPL Financial

Wayne Weimer is a financial advisor with LPL Financial in Johnstown, PA, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior firms include J.P. Morgan Securities, Cetera Investment Services, Edward Jones, and Woodmen Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of investment adviser representatives, offering a variety of advisory programs, financial planning, and brokerage services.

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

CFP®, Series 66

Johnstown, PA

STIFEL

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.

General retirement planning Income planning
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Randolph V

Series 63, Series 66

Johnstown, PA

Edward Jones

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.

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

Series 66

Somerset, PA

Cetera

Scott Fisher is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Insurance Agency for over 15 years. Outside of his advisory work, he provides tax preparation and accounting services for individuals, businesses, and trusts through his separate practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and third-party manager options.

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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Lawrence G

Series 66

Johnstown, PA

Raymond James Financial

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.

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

Series 66

Somerset, PA

Cetera

Tanner Dick is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked at StretchPak, Inc., Laurel Auto Group, and served in the Pennsylvania Army National Guard. Outside of advising, he receives compensation for referrals to the First National Bank Trust Department. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including discretionary and non-discretionary management across various 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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