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Gregory B
Series 63, Series 65
West Decatur, PA
GWN Securities Inc.
Gregory Blaschak is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services, where he has been active since 2006. He is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm offers discretionary portfolio management and model portfolios using a blend of affiliated and unaffiliated sub-advisers, incorporating both traditional and tactical investment strategies.
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.
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.
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.
Randy M
Series 63, Series 65
Tyrone, PA
Cambridge Investment Research Advisors
Randy Miles Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2001. Outside of his advisory role, he is also an independent insurance agent for various companies through Miles Financial Services Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm utilizes multiple investment platforms and proprietary as well as third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.
Robert H
Series 63, Series 65
Smithmill, PA
OSAIC
Robert Hawkins is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Hawkins is a member and owner of Hawk Financial Group LLC, a financial services business, though he is not currently engaged in advisory activities through that entity. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage diversified portfolios on both discretionary and non-discretionary bases.
Jason M
Series 66
Tyrone, PA
Ameriprise
Jason Miller is a financial advisor with Ameriprise in Tyrone, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000 and currently owns and manages an Ameriprise Financial franchise previously operated by his father. In addition to his advisory work, he serves as a deacon in his local church. 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. The firm’s services combine proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis by clients or their advisors.
Gene W
Series 63, Series 65
Houtzdale, PA
OSAIC
Gene Wardo is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Securities America Advisors, Investacorp, LPL, and Invest Financial Corporation, as well as operating his own firm, Wardo Financial Services Inc., since 1997. Outside of finance, he is the owner of Big Rock Swing And Ping, an automated golf driving range, and B&G Trees, a tree service business, and serves on the board of Moshannon Valley Partnership, which assists businesses relocating to or expanding in the region. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy programs.
Bud B
Series 63, Series 65
Tyrone, PA
Cambridge Investment Research Advisors
Bud Boom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Cambridge in various capacities since 2006. Outside of his advisory role, Boom serves as chairman of the board for the Northern Blair County Regional Sewer Authority and is a trustee for Camp Anderson Corporation, a nonprofit assisting Boy Scouts in a three-county area. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and unaffiliated investment strategies.
Craig M
Series 63, Series 65
Osceola Mills, PA
Cambridge Investment Research Advisors
Craig Moore is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at PNC Investments. Moore serves as a board member and supervisory committee member of Timebrland Federal Credit Union, a nonprofit entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual, institutional, and retirement-plan clients with a range of financial planning and investment management services. The firm delivers solutions through a network of independent professionals, employing both proprietary and third-party strategies across multiple platform arrangements.
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