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Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Thomas Criste is a financial advisor at Aspire Financial, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. Additionally, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a state-registered adviser with three advisors managing approximately $41.2 million across about 209 accounts. The firm serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, focusing on individualized asset allocation emphasizing value, safety, quality, and risk control through a primarily non-discretionary portfolio management approach.

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 financial advisor with LPL Financial in Ebensburg, PA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Allegheny Investments Ltd for nine years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools.

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 63

Ebensburg, PA

LPL Financial

Edward Maruca is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked at Allegheny Investments, Ltd. for 42 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Foster Financial Services Inc., a home-based business managed primarily for tax and investment purposes. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced 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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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 his advisory role, he owns and operates Matt Holtz Paintless Dent Repair, a business he has run since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and offers various financial planning 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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Ryan H

Series 63, Series 65

Patton, PA

LPL Financial

Ryan Holtz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group, Inc. from 2023 to 2025. Holtz is also the owner of Holtz Plumbing & Heating LLC, a business he has operated since 2012. 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 model portfolio programs, with account management provided primarily by independent investment adviser representatives.

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

Series 63, Series 65

Patton, PA

LPL Financial

Brian Simanski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Before joining LPL Financial in 2025, he spent a decade at Next Financial Group Inc. Outside of his advisory role, Simanski owns a business called The Pirate's Cove and is involved with Holtz & Holtz LLP, a business entity related to tax and investment matters. 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 large network of investment adviser representatives.

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

Series 66

Ebensburg, PA

LPL Financial

Barry Thomas is a financial advisor with LPL Financial in Ebensburg, PA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is involved in several insurance-related activities, including long-term care and health insurance. 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 portfolios, third-party asset management, and institutional platforms, 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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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 at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked for Allegheny Investments for nine years. In addition to his advisory role, Tatarko is a licensed attorney at Scanlon & Wojton, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services delivered through a large network of investment adviser representatives using diverse strategies and platforms.

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

Series 63, Series 65

Carrolltown, PA

LPL Financial

Letitia Cordell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She previously worked at NEXT Financial Group, Inc. for 26 years before joining LPL Financial in 2025. In addition to her advisory role, she is involved in non-variable insurance activities in Carrolltown, PA. 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 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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Timothy S

CFP®, Series 66

Ebensburg, PA

STIFEL

Timothy Scanlan is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as League President of the Ebensburg Youth League and is a board member of the Ebensburg Main Street Partnership, both community organizations in Ebensburg, PA. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, 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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