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.

Bud Boom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Cambridge in various capacities since 2006. Outside of his advisory role, Boom serves as chairman of the board for the Northern Blair County Regional Sewer Authority and is a trustee for Camp Anderson Corporation, a nonprofit assisting Boy Scouts in a three-county area. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and unaffiliated investment strategies.

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 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.

Colin Wetzel is a Certified Financial Planner (CFP®) at Raymond James Financial with 14 years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Morgan Stanley and Stifel Nicolaus. Outside of his advisory work, Wetzel is also an associate at King Financial Partners in State College, PA, where he provides Certified Financial Planner services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals, utilizing advanced analytical tools, and supports advisory programs alongside institutional consulting and portfolio management.

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 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 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 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 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 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 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.

David Neumann is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 12 years of industry experience. He has been with Cambridge since 2016. Outside his advisory role, he is the managing member of Neumann Financial LLC and also operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and a combination of proprietary and third-party investment strategies.

Jeffrey Smithbower is a financial advisor at Edward Jones in Altoona, PA, with eight years of industry experience. He holds a Series 66 credential and has worked previously at Conemaugh Health Systems and Glendale School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Theresa Riley is a financial advisor with LPL Financial based in Altoona, PA, holding a Series 63 designation and having 26 years of industry experience. She has been associated with Linsco/Private Ledger Corp. since 2004. Riley is also involved with Fusco Riley Financial, LLC, an entity not held out to the public, and a DBA called Fusco Riley Reismeier Financial Group. 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 and access to various investment strategies, supported by extensive operational and research tools.

Walter Sedlock III is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and has been involved with several independent firms including Hancock Capital Management, Inc. since 2005 and Allan Hancock Agency, Inc. since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Alexsae Kensinger is a Series 66-licensed financial advisor with Thrivent Investment Management in Altoona, PA. She joined Thrivent Financial and Thrivent Investment Management in 2026. Prior to entering the financial services industry, Kensinger worked in healthcare at Mount Nittany Medical Center and UPMC facilities, and previously held roles in retail and food service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans across multiple areas without portfolio management or institutional advisory services.

Kim Smith is a Series 66 licensed financial advisor at Stifel with 17 years of industry experience, all of which has been with Stifel since 2009. She is based in Altoona, PA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

George Delbaggio Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera since 2015, including Cetera Wealth Services, LLC since 2019, and was previously with Summit Financial Group Inc. Outside of his advisor role, he owns Periwinkle Stables, LLC, a horse barn managed for his family’s use. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.