Jason Miller

Richard Luchini is the principal advisor at Luchini Financial LLC in Altoona, PA, holding Series 63 and Series 65 designations with 17 years of industry experience. He previously worked for Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2022. He is also the creator and host of a financial podcast launched in 2023. Luchini Financial LLC provides wealth management, investment management, and financial planning services primarily to individuals, high-net-worth individuals, trusts, and estates. The firm manages approximately $14 million in discretionary assets and customizes portfolios using mutual funds, ETFs, and individual equities with a long-term investment orientation complemented by fundamental and technical analysis.

Stephen Shaffer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneSeven. He has previously worked at Latitude Advisors, LLC and spent 24 years with United Airlines. In addition to his advisory role, he is involved in life and health insurance sales, assisting clients with health, disability, fixed annuities, and life insurance needs. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment focus while utilizing third-party platforms and independent managers to implement strategies.

Shane Kaler is a financial advisor at BFC Planning, Inc. with a Series 66 designation and two years of industry experience. He has worked at BFC Planning since 2024 and previously at Berthel, Fisher & Company Financial Services, Inc. from 2022. Outside of his advisory role, Kaler owns and operates Kaler Financial Solutions LLC, which provides fixed insurance, investments, and notary services in Altoona, PA. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional accounts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

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.

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.

Caden Auker is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Principal Life Insurance Co and Principal Securities. Outside of advisory work, he is involved in writing outside insurance policies, including life, disability, long-term care, health, medical, dental, and annuities for both group and individual clients. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.