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Jacob B

Series 66

Hollidaysburg, PA

Ameriprise

Jacob Bickley is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked in the healthcare sector at Sound Physicians, PHI Medicine, and Notal Vision. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian K

Series 63, Series 65

Altoona, PA

Primerica Advisors

Brian Kelly is a financial advisor with Primerica Advisors in Altoona, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2015 and has prior experience with Pennsylvania Grain Processing, LLC. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, offering a tiered wrap fee structure and maintaining oversight of its investment offerings.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stephen P

Series 63

Altoona, PA

LPL Financial

Stephen Perove is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 32 years and has operated Perove Wealth Management since 2012. Outside of his advisory work, he is involved with Perove Financial Incorporated, a business entity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of advisors and advanced operational tools.

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

Series 63, Series 66

Martinsburg, PA

Thrivent Investment Management

Collin Lythgoe is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Thrivent in 2021, he worked at WhipperHill Compliance LLC and Delaney and Fritz PC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses and planning without providing discretionary portfolio management.

Business ownership considerations
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Katlin W

Series 66

Hollidaysburg, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brenda E

Series 63, Series 65

Altoona, PA

STIFEL

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.

General retirement planning Income planning
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Lindsey N

Series 66

Holidaysburg, PA

Cetera

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.

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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Colin W

CFP®, Series 63, Series 66

Altoona, PA

Raymond James Financial

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.

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

Series 63, Series 66

Altoona, PA

LPL Financial

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.

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

Series 63

Hollidaysburg, PA

LPL Financial

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.

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

Series 66

Ebensburg, PA

LPL Financial

Edward Maruca is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2023 and previously at Duff & Phelps, LLC from 2016 to 2020. In addition to his advisory role, he operates the Maruca Group under Foster Financial. 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 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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Michael T

Series 66

Ebensburg, PA

LPL Financial

Michael Tatarko Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, including a role at Allegheny Investments since 2014. Outside of his advisory work, Tatarko is a licensed attorney with Scanlon & Wojton, LLC. 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 access to third-party asset managers, supported by advanced research and operational tools.

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

Series 66

Altoona, PA

Edward Jones

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.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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John S

CFP®, Series 63, Series 65

Altoona, PA

LPL Financial

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.

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

CFP®, Series 63, Series 65

Altoona, PA

Cetera

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.

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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Jay H

Series 63, Series 66

Hollidaysburg, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Timothy S

CFP®, Series 66

Ebensburg, PA

STIFEL

Timothy Scanlan is a financial advisor at Stifel with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Ebensburg Youth League and is active as a board member in local community organizations, including the Ebensburg Main Street Partnership. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, 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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John B

Series 66

Hollidaysburg, PA

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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David N

Series 66

Altoona, PA

Cambridge Investment Research Advisors

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.

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

Series 66

Altoona, PA

Edward Jones

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.

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