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Brittany M

Series 63, Series 66

Altoona, PA

LPL Financial

Brittany Madden is a financial advisor with LPL Financial in Altoona, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at NEXT Financial Group, Inc. for 18 years before joining LPL Financial in 2025. Madden also engages in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 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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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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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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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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Douglas R

CFP®, Series 63

Hollidaysburg, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Theresa R

Series 63

Altoona, PA

LPL Financial

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.

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

Series 66

Altoona, PA

Thrivent Investment Management

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.

Business ownership considerations
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Kim S

Series 66

Altoona, PA

STIFEL

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.

General retirement planning Income planning
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George D

Series 63, Series 65

Altoona, PA

Cetera

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.

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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Robert M

Series 63

Altoona, PA

Mass Mutual Investors Services

Robert Muri is a financial advisor with Mass Mutual Investors Services in Altoona, PA, holding a Series 63 designation and 30 years of industry experience. His career includes 21 years at Metlife Securities Inc. and nine years with MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an agent involved in fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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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John Z

Series 63, Series 65

Altoona, PA

OSAIC

John Zerbee is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Everbank, Securities America Advisors, Inc., and Cashman Financial Group Inc. In addition to his advisory work, he is involved in activities related to health product distribution through Shaklee Nutritional Products. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering a range of integrated brokerage, advisory, and financial planning services. The firm employs sophisticated portfolio construction tools and supports multiple advisory platforms and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Colin B

Series 66

Altoona, PA

LPL Financial

Colin Burns is a financial advisor at LPL Financial, holding a Series 66 designation. He has been with LPL Financial since 2025 and has previous work experience at Pennsylvania State University and Intech Network Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing custom and model portfolios with support from technology and research tools.

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

Series 63, Series 65

Altoona, PA

STIFEL

Robert Fink is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 2009. Fink serves on the board of the Johnstown Concert Ballet, a nonprofit organization supporting ballet productions and education. 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 based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Paige M

Series 66

Altoona, PA

Raymond James Financial

Paige Mccreary is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Fulton Bank since 2019. Her other business activity includes a role as a financial advisor with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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

Series 63, Series 65

Altoona, PA

LPL Financial

Jeffrey Stanek is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next for 10 years. Outside of his advisory role, he is involved in a baseball-themed radio and podcast program called Figure It Out Baseball. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and various investment strategies, backed by technology tools and a broad platform of financial products.

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