Anthony Brong is a financial advisor at WealthKare.com, Inc. with 23 years of industry experience. He has been with WealthKare.com and American Assets Financial Corporation since 2011 and holds Series 63 and Series 65 licenses. Outside of advising, he works as an independent insurance agent. WealthKare serves individual and high-net-worth clients, trusts, estates, pension and charitable accounts with discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, and integrates estate-planning technology alongside educational resources and insurance services.

Cinnamon Colony Chatman is a Series 65 credentialed advisor with eight years of industry experience. She is affiliated with WealthKare.com, Inc., where she has worked since 2018, and previously operated as a sole proprietor. Outside of financial advising, she is a licensed real estate agent with Colony Realty Group, LTD., dedicating a significant portion of her professional time to this practice. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term investment strategies tailored to clients' goals, integrating estate-planning technology and offering uncommon services such as bundled subscription programs and client education.

Bruce Smith III is a financial advisor with WealthKare.com, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Smith is the majority owner of an educational company, Get More Retirement, LLC, and has been involved in the insurance business through American Asset Financial Corp. since 1986. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to each client’s goals, and it integrates estate-planning technology and educational resources alongside traditional advisory services.

Bruce Smith IV is a Series 65-licensed advisor with 20 years of industry experience. He is currently with WealthKare.com, Inc., where he has worked since 2002, and has held roles at RIA Wealth Solutions, LLC and Get More Retirement, LLC. Outside of his advisory work, Smith serves as a director for the Mount Union Area School District, a nonprofit organization. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pensions, and charitable accounts by providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, with annual reviews and ongoing monitoring, and integrates technology and third-party managers to support its services.

Christopher Heaster is a CFP® professional with 20 years of industry experience. He is affiliated with WealthKare.com, Inc. and has previously worked with RIA Wealth Solutions, LLC and American Assets Financial Corporation. Outside of advising, he is a partial owner of an educational company and serves as an unpaid assistant director for a local school district nonprofit. WealthKare.com, Inc. serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals and risk tolerance, combining traditional advisory services with client education and estate-planning technology.

Nathan Chatman is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with WealthKare.com since 2002 and has previously operated as a sole proprietor and with RIA Wealth Solutions, LLC. Outside of advisory services, he is involved in realty product sales and services as a licensed realtor with Colony Realty Group, LTD. WealthKare.com serves individual and high-net-worth clients, as well as trusts, estates, and pension and charitable accounts, providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm focuses on fundamental analysis and long-term strategies tailored to client goals and risk tolerance, and it combines traditional advisory services with offerings such as estate-planning technology and client education.

Brayden Border is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Border Financial LLC and served as a district attorney for Centre County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory and solicitor arrangements. The firm offers both discretionary and non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, and is dually registered as an SEC-registered investment adviser and FINRA broker-dealer.

Jo Swope is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial and Diversified Investment Solutions, Inc. Outside of her advisory work, she serves as a board member and vice president for the United Way of Huntingdon County and volunteers with local nonprofit efforts such as The Brenna Project. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed portfolios and third-party arrangements, supported by routine client reviews and due diligence.

Derek Border is a financial advisor with Packerland Brokerage Services, Inc. in Huntingdon, PA. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Sorrento Pacific Financial, LLC and Edward Jones. Outside of his advisory role, he co-owns MET J Enterprises with his spouse. Packerland Brokerage Services serves individual and institutional clients through a team of 177 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment solutions, including third-party money managers and discretionary and non-discretionary account management, supported by the Hilltop/Hilltop-cleared Envestnet platform.

Jeffrey Hayes is a financial advisor with Mass Mutual Investors Services in Huntingdon, PA, holding a Series 66 designation and 18 years of industry experience. He has worked with Kish Bank since 2008 and Mass Mutual Investors Services since 2007. In addition to his advisory role, he serves as an insurance broker for group and individual life and health insurance through Kish Financial Solutions. 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, and educational seminars, using firm-approved tools to create collaborative, goal-oriented plans without discretionary authority.

Preston Sharp is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 65 licenses, bringing 25 years of industry experience. He has worked extensively with Concourse Financial Group Securities Inc and currently operates PLKS Holdings LLC. Outside of his advisory role, he serves as president of the Valley View Retirement Community board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform with diverse program options.

Chase Rohrer is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Independent Financial Group, Equitable Advisors, Penn State Farm Services, and United Parcel Service. He also works as an Associate Financial Advisor supporting a franchise advisor at ZDS Management Inc. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through its affiliated companies, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Justin Garber is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2023. Prior to that, he was self-employed for five years. Outside of his advisory role, he is employed by ZDS Management Inc., where he handles check deposits, order placements, and trade executions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, with a centralized service team supporting advisors and clients.

Zachary Stere is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns and manages a non-investment-related business, ZDS Management Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Justin Gibboney is a financial advisor at Edward Jones in Huntingdon, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he owns the building where his branch is located. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Gary Moyer is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at First National Bank of Pennsylvania, OneAmerica Securities, and American United Life. Outside of finance, he is a performing musician and the sole owner of Rue Moyer. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, combining affiliated models and third-party managers across discretionary and non-discretionary programs.

John Dimarzio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked with Concourse Financial Group Securities Inc. for 19 years and has operated 3 Mark Associates since 2003. Dimarzio serves as a board member at Wyncote Academy and is president of the Willow Charitable Fund. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, providing access to diverse investment strategies through its multi-manager platform.

Dylan Wentzel is a Series 66-licensed financial advisor with Ameriprise, based in Huntingdon, PA, and has six years of experience in the industry. Prior to joining Ameriprise in 2020, he worked at CBS Management and the Law Offices of Roberta Binder-Heath. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Wade Curry is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 22 years with MML Investors Services, Inc. and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as a high school boys basketball coach and is involved in insurance brokerage activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations through collaborative annual planning engagements.