CFP®-certified financial advisors in Altoona, PA

John Fleming is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at First Allied Securities, Inc. and First Allied Advisory Services, Inc., and has been involved with VIP Ventures, LLC for more than two decades. Outside of his advisory work, he operates a law office providing attorney and paralegal services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Michael Irwin is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services, Inc. since 1998. Outside of advisory work, he is the owner of Irwin Financial, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals.

Stephen Shaffer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneSeven. He previously worked at Latitude Advisors, LLC for 11 years and spent 24 years with United Airlines. Shaffer holds licenses including Series 63 and Series 65 and also engages in life and health insurance sales on a part-time basis. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Brian Kelly is a financial advisor with Primerica Advisors in Altoona, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2015 and has prior experience with Pennsylvania Grain Processing, LLC. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, offering a tiered wrap fee structure and maintaining oversight of its investment offerings.

John Zerbee is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Everbank, Securities America Advisors, Inc., and Cashman Financial Group Inc. In addition to his advisory work, he is involved in activities related to health product distribution through Shaklee Nutritional Products. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering a range of integrated brokerage, advisory, and financial planning services. The firm employs sophisticated portfolio construction tools and supports multiple advisory platforms and third-party managed account solutions.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.