Paul Carpenter

David Bonski is a financial advisor with Blue Horizon Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has been retired since 2012. Blue Horizon Wealth Management provides financial planning and investment management advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a strategic buy-hold-and-rebalance approach with model portfolios ranging from capital preservation to aggressive growth, and clients maintain implementation control without discretionary trading authority.

Christian Konicky is a financial advisor at Atlas Private Wealth Advisors in Johnstown, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial and Paul Carpenter Capital Advisors. Before entering the financial industry, he held various positions in the hospitality sector. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Samuel Catanese is a Series 65-licensed advisor with eight years of industry experience, currently with Wealth Advisors Network, Inc. He has been associated with Catanese & Vulcan since 1976. Outside of his advisory role, he serves as Treasurer and Board Member for both the Murtha Foundation and the Camp Catanese Foundation. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm emphasizes diversification and active management, using various investment vehicles and risk profiling to align portfolios with client objectives.

Dennis Brawley is a CFP® professional with 12 years of industry experience, currently serving at Boldin Advisors. He previously worked for Wells Fargo Advisors for 10 years before joining Boldin Advisors in 2025. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term buy-and-hold strategy. The firm operates with a six-advisor team across seven offices and offers planning on fixed, hourly, or annual terms without managing client portfolios or charging percentage-of-AUM fees.

Matthew Di Francesco is a financial advisor at Cornerstone Planning Group with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Summit Brokerage Services Inc and Summit Financial Group. Outside of his advisory role, he is the owner of Difrancesco Financial Concierge, LLC, providing business and life coaching services, and serves as a board member of the Greater Johnstown Tennis Association. Cornerstone Planning Group offers discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and qualified retirement plans. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies tailored to client objectives and risk tolerance, and provides specialized ERISA fiduciary consulting services for plan sponsors.

Zachary Craig is a financial advisor at CWA Asset Management Group with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and First National Bank. His current roles include positions at Cetera Investment Advisers LLC and First National Bank. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, foundations, pension plans, and other entities. The firm offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles, employing proprietary models and a combination of active fundamental and quantitative analysis.