Top financial advisors working with retirees 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 with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His career includes roles at Jersey Shore State Bank and NSS Group, alongside a long tenure at Raymond James Financial. Outside of his advisory work, he is an owner of a support company and is involved in various non-investment-related business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports clients in implementing recommendations through multiple advisory programs.

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.

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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.