Gary Vassalotti is a financial advisor with 23 years of industry experience, currently practicing at Vimcor in Duncansville, PA. He holds a Series 65 designation and has worked at SGA & Associates and Vassalotti Investment Management Corporation, where he has been involved since 1998. Outside of advising, he provides tax preparation, bookkeeping services, and computer consulting focused on web page development. Vassalotti Investment Management Corporation offers discretionary investment management, financial planning, equity research, and advisory services to individuals, trusts, estates, corporations, and pension plans. The firm uses a bottom-up fundamental analysis approach with proprietary valuation models to construct tax-efficient, customized portfolios and also provides tax preparation, payroll processing, and computer services as part of its integrated client support.

Richard Luchini is the principal advisor at Luchini Financial LLC in Altoona, PA, holding Series 63 and Series 65 designations with 17 years of industry experience. He previously worked for Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2022. He is also the creator and host of a financial podcast launched in 2023. Luchini Financial LLC provides wealth management, investment management, and financial planning services primarily to individuals, high-net-worth individuals, trusts, and estates. The firm manages approximately $14 million in discretionary assets and customizes portfolios using mutual funds, ETFs, and individual equities with a long-term investment orientation complemented by fundamental and technical analysis.

Joseph Zappia is a financial advisor at Venn Wealth & Benefit Services, LLC with 9 years of industry experience. He holds a Series 65 designation and has worked at Venn Financial Solutions and Venn Wealth & Benefit Services since 2016. Outside of his advisory role, Mr. Zappia owns and operates Zappia Insurance, an insurance business established in 2005, and runs Zappia Multi-Media, where he works as a cinematographer and video editor. Venn Wealth & Benefit Services is an independent, fee-based Pennsylvania registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and ERISA-qualified plans. The firm manages discretionary and non-discretionary accounts using unified managed accounts, model allocations, and third-party managers, while also offering ERISA fiduciary services to plan sponsors.

Robert Knox is a CFP® with 36 years of experience in financial planning and advisory services. He is affiliated with Venn Wealth & Benefit Services, LLC, where he has worked since 2008, and previously operated Knox Financial from 2005 to 2016. Outside of his advisory role, Mr. Knox owns and operates Venn Financial Solutions, a business offering insurance and financial planning services. Venn Wealth & Benefit Services is an independent, fee-based registered investment adviser serving individuals, trusts, and ERISA-qualified plans. The firm provides portfolio management, financial planning, and retirement plan consulting, utilizing unified managed accounts, pre-selected model allocations, and third-party manager recommendations.

Michael Schultz is a financial advisor at Venn Wealth & Benefit Services, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Venn Wealth since 2004. In addition to his advisory role, Mr. Schultz is licensed to sell insurance as an independent agent, dedicating up to 10% of his time to this activity. Venn Wealth & Benefit Services is an independent, fee-based registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and ERISA-qualified plans. The firm manages both discretionary and non-discretionary assets and employs unified managed accounts and pre-selected model allocations, with ongoing supervision and quarterly reviews.

Amy Delauter is a financial advisor at Kooman & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. for ten years, overlapping with her tenure at Kooman & Associates since 1999. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million across about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing customized asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Justin Best is a CFP® with three years of industry experience, currently serving as an advisor at Kooman & Associates. His prior roles include work with KIZ Resources and Alleghenies Angel Fund, as well as positions with Penn State Altoona and Adler Athletic Complex. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for about 309 clients through an eight-advisor team. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, businesses, and retirement plans, employing fundamental analysis and a diverse asset allocation approach.

Stacy Anderson is a financial advisor at Kooman & Associates with 17 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services, Inc. for 14 years. Anderson is also an independent insurance agent. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing client-specific asset allocations across various asset classes and utilizing certain fund platforms including Dimensional Fund Advisors funds.

Heidi Kennedy is a financial advisor at Investment Research Corporation with 24 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Investment Research Corporation, she worked at H. Beck, Inc. and Baltimore Life Companies, where she has held roles including divisional manager for training and development. Outside of her advisory work, she assists with business and marketing activities for a family-owned real estate venture. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a range of investment strategies with both discretionary and non-discretionary management options.

Kathryn Starkey is a CFP® with 11 years of industry experience, currently serving at Kooman & Associates. She previously worked at Raymond James Financial Services Advisors Inc. for seven years. Outside of her advisory role, Starkey is active in community organizations, serving on the Young Life Advisory Board, as Secretary of the YMCA, and as President of the AASD Foundation. Kooman & Associates is a small advisory team managing approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Jeffrey Starkey is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at Kooman & Associates since 2017 and previously was with Raymond James Financial Services from 2014 to 2022. Starkey serves on the boards of Penn Mont Academy, UPMC Foundation, and First Methodist Church of Hollidaysburg. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for around 309 clients. The eight-advisor team serves individuals, trusts, business entities, and retirement plans, offering discretionary portfolio management, financial planning, and ERISA retirement plan consulting. The firm uses fundamental analysis and a range of investment vehicles, incorporates technology for asset management, and discloses third-party ratings in its materials.

Jackson Boyer is a CFP® with two years of industry experience, currently serving as a financial advisor at Kooman & Associates. Prior to joining the firm, he held roles at The Pennsylvania State University and Boyer Refrigeration, Heating & Air Conditioning. He also serves as treasurer of the First Baptist Church in Altoona, PA. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for about 309 clients through an eight-advisor team. The firm serves individuals, trusts, business entities, and retirement plans, employing fundamental analysis and a diversified investment approach that includes equities, fixed income, mutual funds, and ETFs.

Kyle Moerschbacher is a CFP® and Series 66-licensed advisor with six years at Kooman & Associates and a total of five years in the financial industry. He previously worked at Raymond James Financial Services and has experience at Delgrosso Corporation and Saint Francis University. He also acts as an independent insurance agent on a limited basis. Kooman & Associates is an SEC-registered investment adviser managing approximately $555.6 million for about 309 clients, including individuals, trusts, business entities, and retirement plans. The firm provides discretionary portfolio management, financial planning, and ERISA retirement plan consulting, using fundamental analysis and a range of asset classes, with distinctive disclosure practices and involvement in wrap-fee program arrangements.

Robert Krimmel Jr. is a financial advisor with Kooman & Associates in Altoona, PA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he spent 13 years at Saint Francis University. Outside of his advisory work, he serves as a part-time color commentator for NCAA Division 1 men's basketball games. Kooman & Associates manages approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across equities, fixed income, mutual funds, and ETFs, and incorporates third-party ratings and unaffiliated wrap-fee programs in its services.

Richard Keith is a financial advisor with Creative Financial Designs, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Creative Financial Designs since 2024 and previously spent 18 years at First Heartland Capital Inc. He is also the owner and president of KEITH FINANCIAL SERVICES, Inc., a firm engaged in life and property and casualty insurance sales, fixed annuity sales, and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs an asset-class model allocation investment process informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

John Shaffer is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 38 years of industry experience. His prior work includes roles at GWN Securities, Royal Alliance Associates, and Signator Investors. He has also operated John Shaffer Insurance since 1978, focusing on fixed insurance and annuities. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm constructs portfolios using valuation-driven and momentum-based model strategies, combining in-house and third-party approaches with continuous account monitoring.

Stephen Shaffer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OneSeven. He previously worked at Latitude Advisors, LLC for 13 years and spent 24 years with United Airlines. Outside of advising, he is involved in life and health insurance sales, providing clients with coverage for health, disability, fixed annuities, and life insurance. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach, utilizing diversified portfolios with access to alternatives and third-party management platforms, while also providing retirement-plan consulting through its affiliation with MGO Inc.

Donald Corl Jr. is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Latitude Advisors since 2010. Prior to and concurrently with Latitude, he has worked at GWN Securities Inc. since 2009. Outside of his advisory work, he is a licensed title-insurance agent and is involved in selling term life insurance and fixed annuity products. He also serves as a Republican Committee Representative in his local community. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party recommendations.

Madison Ford is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Prior to joining SPC, Madison held positions at Parkland Securities, LLC and Illinois Mutual. Outside of finance, Madison has diverse work experience including roles in education and retail. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, notably the SIGMA Managed Account.

Jamie Moyer is a financial advisor with Eagle Strategies (NY Life) based in Duncansville, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Moyer has worked at Eagle Strategies since 2022 and has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2017. He also brokers non-registered insurance products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.