Latrobe, PA Ligonier Street Office

Anthony Slezak is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with LPL Financial since 2019 and concurrently operates SecondHalf Coach Wealth Management since 2009. Slezak is also a co-founder and board member of the nonprofit organization GO2GOAL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jessica Geary is a financial advisor with LPL Financial in Latrobe, PA, holding a Series 66 credential and 11 years of industry experience. She has worked with LPL Financial since 2019 and previously at SagePoint Financial. Outside of her advisory role, she co-founded GO2GOAL, a nonprofit organization, where she serves on the board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Jared Gerger is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Compass Financial Partners and RBC Capital Market, as well as multiple positions at Lake Forest College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations, through a large national network. The firm offers various advisory programs and financial planning services, with a focus on both discretionary and non-discretionary management supported by in-house and third-party research.

William Urbanik is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2019 and previously was associated with Sagepoint Financial and Go2Goalus, LLC, where he co-founded a nonprofit board. Urbanik also maintains other business activities, including leadership roles in wealth management and real estate development ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and both discretionary and non-discretionary management options.