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.

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.

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.

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.

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.

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.

Jacquelyn Robinson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her work history includes roles at Nationwide Insurance and Nationwide Securities, and she is also the owner of Robinsons Computer Services, a company providing computer sales, training, website design, and tax preparation. Additionally, she serves as secretary on the board of directors for All Abilities, a nonprofit organization. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on clients other than high-net-worth individuals.

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.

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.

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.

Nathanael Shaffer is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has six years of industry experience. Outside of his advisory role, he works as a loader for UPS. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status.

Anthony Di Paola is a financial advisor with Eagle Strategies (New York Life) based in Johnstown, PA. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at New York Life and operating Anderson Financial Solutions, LLC, through which he sells New York Life products and services. Outside of finance, he has worked in the restaurant and country club sectors. Eagle Strategies LLC 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 uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Jamie Rutledge is a CFP® professional with 10 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2016. Prior to this, Rutledge worked at State Farm VP Management Corp and Donna Christopher insurance agency. Outside of advisory work, Rutledge is involved in the sale of insurance products including life, long-term care, and annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving both individual and business clients through a large network of advisors.

Joseph Goodwin is a CFP®-designated financial advisor with Eagle Strategies (NY Life) based in Johnstown, PA, with 39 years of industry experience. He has been with Eagle Strategies since 2008 and has worked with New York Life and its affiliated entities since 1986. Occasionally, he brokers life and short-term disability insurance products with other companies. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with coordinated advisory and insurance capabilities.

Ryan Robertson is a financial advisor at OSAIC Institutions, INC. with 15 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2015 and First Commonwealth since 2014. He also has a role with First Commonwealth Bank Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm operates with a predominantly non-discretionary asset base and utilizes a network of investment adviser representatives who provide both advisory and brokerage solutions.