Johnstown, PA Donald Lane Office

Nathanael Shaffer is a financial advisor with OSAIC Institutions, Inc. holding Series 65 and Series 63 designations and has seven years of industry experience. His prior work background includes roles at UPS, Infinex Investments, Inc., and 1st Summit Bank. Outside of finance, he works as a loader for UPS, dedicating approximately 60 hours per month outside of trading hours. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure.

Angela Moffat is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her career includes roles at 1ST SUMMIT Financial Partners, Infinex Investments, Inc., First Commonwealth Bank, and KeyBank. Outside of her advisory role, she serves on the boards of the Westmoreland Intermediate Foundation and the Ligonier Valley Historical Society. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that supports both discretionary and non-discretionary accounts.