Letitia Cordell

Gary Vassalotti is a financial advisor with 23 years of industry experience, currently practicing at Vimcor in Duncansville, PA. He holds a Series 65 designation and has worked at SGA & Associates and Vassalotti Investment Management Corporation, where he has been involved since 1998. Outside of advising, he provides tax preparation, bookkeeping services, and computer consulting focused on web page development. Vassalotti Investment Management Corporation offers discretionary investment management, financial planning, equity research, and advisory services to individuals, trusts, estates, corporations, and pension plans. The firm uses a bottom-up fundamental analysis approach with proprietary valuation models to construct tax-efficient, customized portfolios and also provides tax preparation, payroll processing, and computer services as part of its integrated client support.

Thomas Criste is a financial advisor with Aspire Financial, Inc. in Ebensburg, PA, holding a Series 63 designation and over 31 years of industry experience. He has been with Aspire Financial since 2012 and is also an owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes individualized asset allocation focused on value, safety, and quality, with portfolio management conducted primarily on a non-discretionary basis.

William Mulhearn is a financial advisor at Aspire Financial, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. In addition to his advisory role, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes individualized asset allocation focused on value, safety, quality, and risk control, providing primarily non-discretionary portfolio management with client approval required for trades.

Patrick Long is a financial advisor at Aspire Financial, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Aspire Financial since 2011. In addition to his advisory role, he owns and operates Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm focuses on individualized asset allocation emphasizing value, safety, quality, and risk control, with portfolio management conducted primarily on a non-discretionary basis.

Jamie Moyer is a financial advisor at Eagle Strategies (New York Life) with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Strategies since 2022. Prior to this, he was employed at Fairways Laboratories, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as a subsidiary of New York Life.

Robert Maruca is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked for Allegheny Investments Ltd for nine years before joining LPL Financial in 2023. Maruca also operates a business entity, Maruca Group, related to his LPL advisory activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.