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Levi Allison

Advisor at Signal Advisors Wealth, LLC

Updated today
Signal Advisors Wealth, LLC logo

Firm

Signal Advisors Wealth, LLC

Location

Indiana, PA 15701

Credentials

Series 65

Industry experience

1 year

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed fees for financial planning, negotiable, up to $100,000 per project, typically less than $1,200 charged more than 6 months in advance

Percentage

$0+: up to 1.00% annually for Independent RIAs (Signal Wealth fee) $0+: up to 2.0% annually for Signal Wealth direct clients (maximum)

Work history

Signal Advisors Wealth, LLC

2025 - Present (1 year)

Stokes Retirement Ltd

2025 - Present (1 year)

Encompass More Asset Management LLC

2024 - 2025 (1 year)

Government and Civil Employee Services

2024 - 2025 (1 year)

Forks Inn

2021 - 2024 (3 years)

Saint Vincent College

2020 - 2024 (4 years)

Pizza Hut

2020 - 2021 (1 year)

Ideal Market

2018 - 2019 (1 year)

Bishop McCort High School

2017 - 2020 (3 years)

United High School

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Luke A

Series 66

Indiana, PA

Merrill

Luke Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Mackey Weber Group in Indiana, Pennsylvania. Since joining Merrill in 2012 and The Mackey Weber Group in 2014, he has worked closely with individuals, families, and institutions to help simplify and improve their financial circumstances. His professional focus includes assisting clients in articulating their financial goals and developing comprehensive plans covering areas such as college education planning, retirement income, legacy planning, tax minimization, and philanthropic planning. Luke earned a Bachelor of Science degree in Finance from Indiana University of Pennsylvania in 2009. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is registered with FINRA holding Series 7 and Series 66 licenses and maintains insurance licenses. Originally from South Fayette near Pittsburgh, Pennsylvania, Luke currently resides in Indiana, Pennsylvania with his wife Meghan and their four sons. Outside of his professional work, he enjoys playing ice hockey, golf, tennis, and music.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Wealth management Parents

Scott W

Series 63, Series 65

Indiana, PA

Merrill

Scott Weber is the Associate Resident Director of the Indiana, Pennsylvania office and team leader of the Mackey Weber Group within Merrill. He brings over 26 years of experience in the financial services industry, including nearly eight years in banking prior to his current role. Scott and his team focus on client needs such as services for endowments, foundations, and non-profits, employee financial health, and personal retirement planning. Scott earned both his Bachelor's and Master's degrees from Indiana University of Pennsylvania. He holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Accredited Asset Management Specialist (AAMS) designations. He also maintains multiple FINRA registrations as well as licenses for Life/Health and variable insurance products. Active in his local community, Scott participates in organizations such as the Indiana County Community Action Program, Indiana County Endowment, and St. Thomas More University Parish. He lives in the Indiana area with his wife and two children, where they are engaged in church and volunteer activities. Outside of work, Scott has interests in football, music, and singing.

General retirement planning Retirement income strategy Income planning

Wayne M

Series 63, Series 65

Indiana, PA

Merrill

Wayne Maynard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1994 after serving as an executive officer for two publicly held companies in the Dallas area and working in the audit practice of a Big 4 accounting firm. Wayne specializes in managing individual wealth through complex market cycles and focuses on building long-term relationships with clients and expanding his client base. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) designation. Wayne earned a Bachelor's degree in Physics from Florida State University and a Master's degree in Physics from The University of North Texas. Outside of his professional work, he serves as a volunteer pilot and board member for Angel Flight South Central, an organization that provides free transportation to people in need of critical medical treatment. Wayne is an instrument- and multi-engine rated commercial pilot with interests in flying, photography, and travel.

Wealth management

Jared L

Series 66

Indiana, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner
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Nolan S

Series 65

Indiana, PA

Signal Advisors Wealth, LLC

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Steven L

Series 63, Series 66

Indiana, PA

Trustmont Advisory Group, Inc.

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