Laura Manion is a CFP® professional and principal of Manion Financial Solutions LLC, with six years of experience as a self-employed tutor and two years in financial advisory. Prior to founding her firm in 2024, she worked at Live Oak School for seven years. Outside of her advisory role, she tutors K-12 students. Manion Financial Solutions LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with comprehensive financial planning services. The firm emphasizes client education, workshops, and coordination with third-party professionals while not providing discretionary investment management or accepting custody of client funds.

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.

Isaac Neidbalson is a financial advisor at Jarrod Adams Investing, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly at Northwestern Mutual and has held various roles including at Laurel Valley Golf Club and Ligonier Valley School District. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $73.2 million in client assets and employs a primarily long-term investment approach using mutual funds, ETFs, individual stocks, bonds, and occasionally options for hedging.

Nick Allen is a Series 65-licensed financial advisor at Covington Investment Advisors, Inc. with five years of industry experience. He has been with Covington Investment Advisors since 2018, following a four-year period at Indiana University of Pennsylvania. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance.

Jacob Devlin is a financial advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at PNC Financial Services, Hollister, Giant Eagle, and the Penn-Trafford School District. Covington Investment Advisors is a fee-only, SEC-registered firm providing personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing most assets on a discretionary basis.

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.

Paul Carpenter is a CFP® and PFS™ with 37 years of industry experience. He is currently with Atlas Private Wealth Advisors and has previously worked at LPL Financial LLC and Avantax-related firms. Outside of his financial advisory work, he is a part-time drummer and musician. 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 and offers tailored portfolio management and financial planning through a mix of advisor-driven and model-based strategies.

Colten Mc Cutcheon is an advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes positions at BNY and Saint Vincent College. Outside of his advisory role, he has experience working at Latrobe Country Club and educational institutions in the Latrobe area. Covington Investment Advisors is a fee-only, SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing assets on a discretionary basis with comprehensive financial planning services.

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.

Cindy Jones is a financial advisor at Covington Investment Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with Covington Investment Advisors since 2012. Covington Investment Advisors is a fee-only, SEC-registered firm that offers personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term fundamental security analysis and strategic asset allocation, managing most assets on a discretionary basis tailored to client goals and risk tolerance.

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.

Kayla Puchko Stephenson is a financial advisor with Primerica Advisors in Johnstown, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has previously worked with The O.N. Equity Sales Company and Ohio National Financial Services for 12 years each and is currently affiliated with Park Avenue Securities and Guardian Life. Outside of her advisory role, she is involved with Puchko Financial Associates, Inc. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party programs and manages approximately $15 billion in regulatory assets under management.

Christopher Mckissick is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2007, where he also participates in the bank’s trust division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with offerings that include financial planning, ERISA plan services, alternative investments, and lending solutions.

James Bernard is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at First Commonwealth Bank. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Matthew Fox is a financial advisor with Integrity Alliance, LLC in Johnstown, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior firms include Avantax and Cetera, among others. He is also the owner of Perspective Wealth Planning and Perspective Insurance Group, where he provides insurance and investment services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisors. The firm offers comprehensive asset management, financial and retirement plan consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Christopher Shaffer is a CFP® with three years of industry experience, currently advising at Janney Montgomery Scott. His prior experience includes roles at Global Retirement Partners, LPL Financial, and Berteotti Insurance & Financial Services. Janney Montgomery Scott is a dual-registered broker-dealer and SEC-registered investment adviser managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing a multi-channel investment platform that integrates third-party and in-house strategies.

Beth Rhodes is a financial advisor at &PARTNERS with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Rhodes is based in Johnstown, PA. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Ryan Jones is a financial advisor with Commonwealth Financial Network in Ligonier, PA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Elek Wealth Management, Robert Morris University, and Ligonier Country Club. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who have discretion to construct client portfolios from a broad range of securities and insurance products.