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Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Thomas Criste is a financial advisor with Aspire Financial, Inc. in Ebensburg, PA, holding a Series 63 designation and over 31 years of industry experience. He has been with Aspire Financial since 2012 and is also an owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes individualized asset allocation focused on value, safety, and quality, with portfolio management conducted primarily on a non-discretionary basis.

General retirement planning Cash flow / budgeting Wealth management
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William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.

William Mulhearn is a financial advisor at Aspire Financial, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. In addition to his advisory role, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes individualized asset allocation focused on value, safety, quality, and risk control, providing primarily non-discretionary portfolio management with client approval required for trades.

General retirement planning Cash flow / budgeting Wealth management
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Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Patrick Long is a financial advisor at Aspire Financial, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Aspire Financial since 2011. In addition to his advisory role, he owns and operates Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm focuses on individualized asset allocation emphasizing value, safety, quality, and risk control, with portfolio management conducted primarily on a non-discretionary basis.

General retirement planning Cash flow / budgeting Wealth management
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Robert M

Series 66

Ebensburg, PA

LPL Financial

Robert Maruca is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial, where he has worked since 2023, following nine years at Allegheny Investments Ltd. 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, providing both discretionary and non-discretionary management along with research-supported model portfolios.

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

Series 63

Ebensburg, PA

LPL Financial

Edward Maruca is a financial advisor with LPL Financial in Ebensburg, PA, holding a Series 63 designation and 43 years of industry experience. Prior to joining LPL Financial in 2023, he spent 42 years at Allegheny Investments, Ltd. Outside of his advisory work, he is involved with Foster Financial Services Inc., a home-based business used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Collin S

CFP®, Series 63, Series 66

Ebensburg, PA

STIFEL

Collin Seymour is a financial advisor at Stifel with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2024, he held roles at Bank of America, Merrill Lynch, and The Vanguard Group. He serves as a board member of the Central Cambria Education Foundation. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Matthew H

Series 63, Series 65

Patton, PA

LPL Financial

Matthew Holtz is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 18 years. Outside of advising, he owns Matt Holtz Paintless Dent Repair and an independent car care business in Patton, PA. LPL Financial serves individual and institutional clients with a wide range of advisory programs, retirement plan consulting, and brokerage services delivered through a large national network. The firm combines discretionary and non-discretionary management with model portfolios and research from multiple sources, and offers institutional solutions alongside individual client advice.

College savings (529s, UTMA, etc.)
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Ryan H

Series 63, Series 65

Patton, PA

LPL Financial

Ryan Holtz is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has two years of industry experience, including prior work at NEXT Financial Group, Inc. Outside of his advisory role, he is the owner of Holtz Plumbing & Heating LLC, a business he has operated since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research from in-house and third-party sources.

College savings (529s, UTMA, etc.)
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Brian S

Series 63, Series 65

Patton, PA

LPL Financial

Brian Simanski is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining LPL Financial in 2025, he spent 10 years at Next Financial Group Inc. He is also the business owner of Dingers, LLC, which operates The Pirate's Cove in Patton, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Barry T

Series 66

Ebensburg, PA

LPL Financial

Barry Thomas is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2001. His other business activities include involvement with non-variable insurance and long-term care insurance through related agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage 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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Edward M

Series 66

Ebensburg, PA

LPL Financial

Edward Maruca is a financial advisor with LPL Financial in Ebensburg, PA, holding a Series 66 designation and five years of industry experience. His prior roles include four years at Duff & Phelps, LLC and managing Foster Financial DBA Maruca Group since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of advisers.

College savings (529s, UTMA, etc.)
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Michael T

Series 66

Ebensburg, PA

LPL Financial

Michael Tatarko Jr. is a Series 66 licensed financial advisor with over 13 years of industry experience. He is currently with LPL Financial and has also been associated with Allegheny Investments since 2014. In addition to his advisory work, Tatarko is a licensed attorney practicing with Scanlon & Wojton, LLC in Pittsburgh. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes research from multiple sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Letitia C

Series 63, Series 65

Carrolltown, PA

LPL Financial

Letitia Cordell is a financial advisor at LPL Financial with 33 years of industry experience. She previously worked at NEXT Financial Group, Inc. for 26 years before joining LPL Financial in 2025. Cordell holds Series 63 and Series 65 designations and is based in Carrolltown, PA. Outside of her advisory role, she is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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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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