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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.
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.
Craig K
Series 63
Altoona, PA
LPL Financial
Craig Kilmer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Principal Life Insurance Company, and Hancock Capital Management, Inc. Kilmer is also involved with Hancock Associates, Inc. and The Hancock Group, Inc. outside of LPL. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by advisor-facing tools and a large network of over 22,000 advisors.
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.
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