Sherrie Ferragine

David Geci is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license, with 23 years of industry experience. He has worked with Avantax Advisory Services and Avantax Insurance Agency, and operates Geci & Associates, P.C., a CPA firm specializing in tax preparation and accounting. He also serves as treasurer/comptroller for a nonprofit wood industry organization and acts as a fiduciary trustee and estate executor in several capacities. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and trust services with an extensive advisory platform.

Luke Hoffman is a CFP® with six years of industry experience, currently affiliated with Stifel. He has worked at Stifel, Nicolaus & Company, Incorporated since 2022 and previously held roles at G&A Financial, Avantax Insurance Agency, Avantax Investment Services, Northwest Advisors, Northwest Bank, and Penn State Behrend. Hoffman serves on the boards of two nonprofit organizations in St. Marys, PA, including Elcam Inc., which provides job coaching for individuals with special needs, and the Boys and Girls Club of St. Marys, where he also acts as Treasurer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance, while clients retain discretion over implementation.

Aaron Bleggi is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for 13 years and has been affiliated with CPI Wealth Management since 2010. Outside of his advisory role, Bleggi manages several real estate ventures, including residential and commercial properties in Saint Marys, PA, and is involved in developing affordable housing for seniors and disadvantaged groups. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by a large network of advisors and employs a combination of risk-tolerance analysis and portfolio optimization tools.

John Piccolo is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. In addition to his advisory role, he serves as a board member for Penn Highland Health in DuBois, Pennsylvania. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Dylan Mancuso is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, he worked at OSAIC, Securities America, Inc., and CNB Bank. He is also the owner of Six Point Studios LLC, a publishing company specializing in online applications. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

William Boylan Jr. is a financial advisor with Edward Jones in St Marys, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.