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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

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Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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.

General retirement planning Cash flow / budgeting Wealth management
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William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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.

General retirement planning Cash flow / budgeting Wealth management
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Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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.

General retirement planning Cash flow / budgeting Wealth management
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Jamie M

Series 63, Series 65

Duncansville, PA

Eagle Strategies (NY Life)

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Robert M

Series 66

Ebensburg, PA

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Edward M

Series 63

Ebensburg, PA

LPL Financial

Edward Maruca is a financial advisor with LPL Financial, holding a Series 63 designation and over 43 years of industry experience. He previously spent 42 years at Allegheny Investments, Ltd. In addition to his advisory role, Maruca is involved with Foster Financial Services Inc., a home-based business entity for tax and investment purposes. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and customized client solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Collin S

Series 63, Series 66

Ebensburg, PA

STIFEL

Collin Seymour is a financial advisor at Stifel with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2024, he held roles at Bank of America, Merrill Lynch, and The Vanguard Group. He serves as a board member of the Central Cambria Education Foundation. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Matthew H

Series 63, Series 65

Patton, PA

LPL Financial

Matthew Holtz is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 18 years. He is also the owner of Matt Holtz Paintless Dent Repair, a business he has operated since 2004. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Ryan H

Series 63, Series 65

Patton, PA

LPL Financial

Ryan Holtz is a financial advisor at LPL Financial with two years of industry experience. He previously worked at NEXT Financial Group, Inc. for two years and owns Holtz Plumbing & Heating LLC, a business he has operated since 2012. 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, combining large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brian S

Series 63, Series 65

Patton, PA

LPL Financial

Brian Simanski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, he spent a decade at Next Financial Group Inc. Outside of his advisory work, he owns a business called The Pirate's Cove in Patton, PA. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jessica U

Series 66

Duncansville, PA

Ameriprise

Jessica Ulery is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. She has worked at Ameriprise since 2018 and also serves as Vice President Financial Advisor at S&T Bank, a role she has held since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michelle D

Series 63, Series 65

Duncansville, PA

Mass Mutual Investors Services

Michelle Day is a financial advisor with Mass Mutual Investors Services in Duncansville, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Mass Mutual and its affiliated MML Investors Services since 2013. Outside of her advisory role, she is a Mary Kay Cosmetics skin care consultant. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Barry T

Series 66

Ebensburg, PA

LPL Financial

Barry Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2001. Thomas is also involved in insurance-related activities, including non-variable insurance and long-term care insurance referrals. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Edward M

Series 66

Ebensburg, PA

LPL Financial

Edward Maruca is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Duff & Phelps, LLC and operating Foster Financial DBA Maruca Group. 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 wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael T

Series 66

Ebensburg, PA

LPL Financial

Michael Tatarko Jr. is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. He has worked at Allegheny Investments since 2014 and joined LPL Financial in 2023. In addition to his advisory role, he is a licensed attorney with Scanlon & Wojton, LLC in Pittsburgh, PA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Letitia C

Series 63, Series 65

Carrolltown, PA

LPL Financial

Letitia Cordell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at NEXT Financial Group, Inc. for 26 years before joining LPL Financial in 2025. Outside of her advisory role, she is involved in non-variable insurance services in Carrolltown, PA. 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 combines large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Timothy S

CFP®, Series 66

Ebensburg, PA

STIFEL

Timothy Scanlan is a financial advisor at Stifel with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Ebensburg Youth League and is active as a board member in local community organizations, including the Ebensburg Main Street Partnership. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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