Craig Moore

Michael Adams is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is an owner and landlord of a rental property in Canonsburg, Pennsylvania. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution, offering investment management through proprietary and third-party platforms with a focus on long-term allocations and manager-driven model portfolios.

Nicholas Battaglia is a CFP® professional with 10 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior experience includes roles at Grove Point Advisors LLC and AssetMark Financial Holdings, among others. Battaglia also operates a marketing entity under the name Battaglia Associates Wealth Advisors. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent Investment Advisor Representatives.

Nicholas Poulos is a financial advisor at OSAIC Institutions, INC. with 35 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Mid Penn Bank, Infinex Investments, Cetera, Riverview Bank, Sorrento Pacific Financial, and CBT Bank. He serves as a board member of the Salvation Army, assisting with fundraising efforts since 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements and a variety of investment and lending solutions. The firm’s approach includes both discretionary and non-discretionary asset management, supported by a network of investment adviser representatives who utilize fundamental and technical analysis and third-party due diligence for alternative investments.

John Battaglia is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Grove Point Advisors, H. Beck, Inc., and AssetMark, Inc. He also owns Battaglia Associates Wealth Advisors and John S. Battaglia, Jr., a non-variable insurance business. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of independent Investment Advisor Representatives.

Gregory Blaschak is a financial advisor with GWN Securities Inc. in West Decatur, PA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services. Outside of advisory roles, he is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs and model portfolios through a large network of advisors.

Derek Walker is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Eagle Strategies since 2019 and has been involved with New York Life and its affiliated entities since 1998. Outside of his advisory role, Walker serves as an elected official in the Pennsylvania General Assembly and is an adjunct instructor of statistics at Penn State DuBois. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, offering a combination of advisory services alongside affiliated insurance and broker-dealer capabilities as part of New York Life.