David Geci is a financial advisor at Cetera with 23 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Advisory Services and multiple affiliated entities, as well as ownership of G & A Financial, LLC and Penn Metal Stamping, Inc. In addition to his advisory work, Mr. Geci serves as a trustee for fiduciary appointments, is treasurer/comptroller of a nonprofit wood industry organization, and is president of Geci & Associates, P.C., providing CPA and tax services. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party strategies, or bespoke solutions across various program structures and custodial relationships.

Luke Hoffman is a CFP® with six years of industry experience, currently affiliated with Stifel. He has worked at Stifel, Nicolaus & Company, Incorporated since 2022 and previously held roles at G&A Financial, Avantax Insurance Agency, Avantax Investment Services, Northwest Advisors, Northwest Bank, and Penn State Behrend. Hoffman serves on the boards of two nonprofit organizations in St. Marys, PA, including Elcam Inc., which provides job coaching for individuals with special needs, and the Boys and Girls Club of St. Marys, where he also acts as Treasurer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance, while clients retain discretion over implementation.

Aaron Bleggi is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and CPI Wealth Management. Outside of advising, he manages multiple real estate ventures in Saint Marys, Pennsylvania, including residential rental properties and development projects aimed at creating affordable housing for seniors and disadvantaged groups. OSAIC serves a diverse client base comprising retail and institutional investors through a wide network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, employing various asset-allocation tools and offering access to third-party money managers and unified managed accounts.

Craig Huba is a financial advisor at Edward Jones in Cranberry Township, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service for 18 years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

John Piccolo is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. In addition to his advisory role, he serves as a board member for Penn Highland Health in DuBois, Pennsylvania. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Dylan Mancuso is a financial advisor at Ameriprise with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at OSAIC, Securities America, Inc., and CNB Bank. Outside of his advisory role, he owns Six Point Studios LLC, a publishing company focused on online applications. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice with an emphasis on dependable income sources and tax-aware withdrawal strategies.

William Boylan Jr. is a financial advisor with Edward Jones in St Marys, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 2005. 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 advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Quinn Cunningham is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cetera. His background includes roles at Avantax Advisory Services and KPMG, as well as ongoing involvement with Geci and Associates, PC, where he provides accounting and business consulting services. He is also a member of the Troia e Provincia di Foggia Social Club, a charitable organization that engages in fundraising activities to support families in need. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers access to multiple investment strategies and program platforms, with over $256 billion in assets under management.

Michael Georgino is a financial advisor with Cetera Wealth Services, LLC, holding CFP® and ChFC® designations and over 41 years of industry experience. He has worked extensively with Ic Advisory Services, Inc. and The Investment Center, Inc., among other firms. Georgino is also involved with Kaul Land Company, Inc. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and bespoke strategies, supporting both discretionary and non-discretionary investment authorities.

Sherrie Ferragine is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2012. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides episodic, fee-based financial planning and collaborates with affiliated trust companies and banks to deliver integrated financial solutions.

Thomas Fledderman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Stifel in 2020, he worked at Cetera Investment Services and Northwest Advisors, and earlier spent over two decades at Northwest Savings Bank. Outside of his advisory role, he serves as treasurer for the St. Mary’s Rotary Club and Project Gifts for Elk County, and holds board positions with the St. Mary’s Ambulance Service and the Area Transportation Authority of North Central Pennsylvania. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Launer is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, Launer serves as a trustee for the Kane Masonic Lodge and as treasurer for the St Marys Junior Olympic Wrestling Association, a nonprofit youth wrestling club. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which informs asset allocation and financial planning analyses.