Gary Vassalotti is a financial advisor with 23 years of industry experience, currently practicing at Vimcor in Duncansville, PA. He holds a Series 65 designation and has worked at SGA & Associates and Vassalotti Investment Management Corporation, where he has been involved since 1998. Outside of advising, he provides tax preparation, bookkeeping services, and computer consulting focused on web page development. Vassalotti Investment Management Corporation offers discretionary investment management, financial planning, equity research, and advisory services to individuals, trusts, estates, corporations, and pension plans. The firm uses a bottom-up fundamental analysis approach with proprietary valuation models to construct tax-efficient, customized portfolios and also provides tax preparation, payroll processing, and computer services as part of its integrated client support.

Richard Luchini is the principal advisor at Luchini Financial LLC in Altoona, PA, holding Series 63 and Series 65 designations with 17 years of industry experience. He previously worked for Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2022. He is also the creator and host of a financial podcast launched in 2023. Luchini Financial LLC provides wealth management, investment management, and financial planning services primarily to individuals, high-net-worth individuals, trusts, and estates. The firm manages approximately $14 million in discretionary assets and customizes portfolios using mutual funds, ETFs, and individual equities with a long-term investment orientation complemented by fundamental and technical analysis.

Joseph Zappia is a financial advisor at Venn Wealth & Benefit Services, LLC with 9 years of industry experience. He holds a Series 65 designation and has worked at Venn Financial Solutions and Venn Wealth & Benefit Services since 2016. Outside of his advisory role, Mr. Zappia owns and operates Zappia Insurance, an insurance business established in 2005, and runs Zappia Multi-Media, where he works as a cinematographer and video editor. Venn Wealth & Benefit Services is an independent, fee-based Pennsylvania registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and ERISA-qualified plans. The firm manages discretionary and non-discretionary accounts using unified managed accounts, model allocations, and third-party managers, while also offering ERISA fiduciary services to plan sponsors.

Robert Knox is a CFP® with 36 years of experience in financial planning and advisory services. He is affiliated with Venn Wealth & Benefit Services, LLC, where he has worked since 2008, and previously operated Knox Financial from 2005 to 2016. Outside of his advisory role, Mr. Knox owns and operates Venn Financial Solutions, a business offering insurance and financial planning services. Venn Wealth & Benefit Services is an independent, fee-based registered investment adviser serving individuals, trusts, and ERISA-qualified plans. The firm provides portfolio management, financial planning, and retirement plan consulting, utilizing unified managed accounts, pre-selected model allocations, and third-party manager recommendations.

Michael Schultz is a financial advisor at Venn Wealth & Benefit Services, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Venn Wealth since 2004. In addition to his advisory role, Mr. Schultz is licensed to sell insurance as an independent agent, dedicating up to 10% of his time to this activity. Venn Wealth & Benefit Services is an independent, fee-based registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and ERISA-qualified plans. The firm manages both discretionary and non-discretionary assets and employs unified managed accounts and pre-selected model allocations, with ongoing supervision and quarterly reviews.

Amy Delauter is a financial advisor at Kooman & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. for ten years, overlapping with her tenure at Kooman & Associates since 1999. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million across about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing customized asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Justin Best is a CFP® certificant and holds a Series 65 license, currently serving as a financial advisor at Kooman & Associates with two years of industry experience. Prior to joining Kooman & Associates, he worked at KIZ Resources and was involved with the Alleghenies Angel Fund. Outside of financial advising, he has experience associated with the Adler Athletic Complex and Penn State Altoona. Kooman & Associates manages approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans through a small advisory team. The firm provides discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, and ETFs.

Stacy Anderson is a financial advisor at Kooman & Associates with 17 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services, Inc. for 14 years. Anderson is also an independent insurance agent. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing client-specific asset allocations across various asset classes and utilizing certain fund platforms including Dimensional Fund Advisors funds.

Heidi Kennedy is a financial advisor at Investment Research Corporation with 24 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Investment Research Corporation, she worked at H. Beck, Inc. and Baltimore Life Companies, where she has held roles including divisional manager for training and development. Outside of her advisory work, she assists with business and marketing activities for a family-owned real estate venture. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a range of investment strategies with both discretionary and non-discretionary management options.

Kathryn Starkey is a CFP® with 11 years of industry experience, currently serving at Kooman & Associates. She previously worked at Raymond James Financial Services Advisors Inc. for seven years. Outside of her advisory role, Starkey is active in community organizations, serving on the Young Life Advisory Board, as Secretary of the YMCA, and as President of the AASD Foundation. Kooman & Associates is a small advisory team managing approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Jeffrey Starkey is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked with Kooman & Associates since 2017 and previously with Raymond James Financial Services from 2014 to 2022. Outside of his advisory work, Starkey serves on several nonprofit and advisory boards, including Penn Mont Academy, the UPMC Foundation, and First Methodist Church of Hollidaysburg. Kooman & Associates is a small advisory team serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across multiple asset classes and occasionally recommending unaffiliated independent managers.

Jackson Boyer is a financial advisor at Kooman & Associates with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held roles at The Pennsylvania State University and Boyer Refrigeration, Heating & Air Conditioning. He also serves as treasurer for the First Baptist Church in Altoona, PA. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across equities, fixed income, mutual funds, and ETFs, with ongoing monitoring and periodic reviews.

Kyle Moerschbacher is a CFP® professional at Kooman & Associates with four years of industry experience. He previously worked at Raymond James Financial Services and has experience in insurance as an independent agent. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across various investment vehicles and incorporating certain fund platforms such as Dimensional Fund Advisors.

Robert Krimmel Jr. is a financial advisor with Kooman & Associates in Altoona, PA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he spent 13 years at Saint Francis University. Outside of his advisory work, he serves as a part-time color commentator for NCAA Division 1 men's basketball games. Kooman & Associates manages approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across equities, fixed income, mutual funds, and ETFs, and incorporates third-party ratings and unaffiliated wrap-fee programs in its services.

John Shaffer is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 37 years of industry experience. His prior work includes roles at GWN SECURITIES, Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. He also owns and operates John Shaffer Insurance, a business focused on life, health, and fixed annuities since 1978. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Stephen Shaffer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneSeven. He has previously worked at Latitude Advisors, LLC and spent 24 years with United Airlines. In addition to his advisory role, he is involved in life and health insurance sales, assisting clients with health, disability, fixed annuities, and life insurance needs. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment focus while utilizing third-party platforms and independent managers to implement strategies.

Shane Kaler is a financial advisor at BFC Planning, Inc. with a Series 66 designation and two years of industry experience. He has worked at BFC Planning since 2024 and previously at Berthel, Fisher & Company Financial Services, Inc. from 2022. Outside of his advisory role, Kaler owns and operates Kaler Financial Solutions LLC, which provides fixed insurance, investments, and notary services in Altoona, PA. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional accounts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

Donald Corl Jr. is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Latitude Advisors since 2010. Prior to and concurrently with Latitude, he has worked at GWN Securities Inc. since 2009. Outside of his advisory work, he is a licensed title-insurance agent and is involved in selling term life insurance and fixed annuity products. He also serves as a Republican Committee Representative in his local community. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party recommendations.

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.

Caden Auker is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Principal Life Insurance Co and Principal Securities. Outside of advisory work, he is involved in writing outside insurance policies, including life, disability, long-term care, health, medical, dental, and annuities for both group and individual clients. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.