Anthony Brong is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with WealthKare.com and American Assets Financial Corporation since 2011. In addition to advisory work, he operates as an independent insurance agent. WealthKare.com serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, consulting, and estate-planning referrals. The firm uses fundamental analysis and a long-term approach, combining internally managed strategies with third-party models and emphasizes client education and digital tools.

Cinnamon Colony Chatman is a Series 65-licensed advisor at WealthKare.com, Inc. with seven years of industry experience. She has worked at WealthKare since 2018 and was previously associated with RIA Wealth Solutions, LLC. Outside of financial advising, she is a real estate agent with Colony Realty Group, LTD., where she spends more than half of her time. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs fundamental analysis and a long-term investment approach, combining internally managed strategies with third-party models while emphasizing client education and digital tools.

Bruce Smith is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has worked at RIA Wealth Solutions, LLC, and has been the majority owner of an educational company, Get More Retirement, LLC, since 2014. Smith also serves as an insurance agent with American Asset Financial Corp. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm uses fundamental analysis and a long-term approach, combining internally managed strategies with third-party models to tailor portfolios according to client goals and risk tolerances.

Bruce Smith IV is a Series 65-licensed financial advisor with 19 years of industry experience. He is associated with WealthKare.com, Inc., where he has worked since 2002. His prior experience includes roles at RIA Wealth Solutions, LLC, Get More Retirement, LLC, and American Assets Financial Corporation. Outside of his advisory work, Smith serves as a director for the Mount Union Area School District, a nonprofit organization. WealthKare.com, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a long-term orientation, combining internally managed strategies with third-party models and emphasizing client education and digital tools.

Christopher Heaster is a CFP® professional with 19 years of industry experience, currently serving at WealthKare.com, Inc. He has worked at RIA Wealth Solutions, LLC and American Assets Financial Corporation. Outside of his advisory role, Heaster is a partial owner of an educational company, Get More Retirement, LLC, and serves as an unpaid assistant director for the Mount Union Area School District nonprofit. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs fundamental analysis and a long-term approach, combining internally managed strategies with third-party models and emphasizes client education and digital tools across its multi-office structure.

Nathan Chatman is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at WealthKare.com since 2002 and was previously affiliated with RIA Wealth Solutions, LLC. Outside of his advisory role, Chatman is involved in realty product sales and services as a licensed realtor with Colony Realty Group, LTD. WealthKare.com serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs fundamental analysis and a long-term investment approach, combining internally managed strategies with third-party models and emphasizing client education and digital tools.

Brayden Border is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Border Financial LLC and served as a district attorney for Centre County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory and solicitor arrangements. The firm offers both discretionary and non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, and is dually registered as an SEC-registered investment adviser and FINRA broker-dealer.

Jo Swope is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial and Diversified Investment Solutions, Inc. Outside of her advisory work, she serves as a board member and vice president for the United Way of Huntingdon County and volunteers with local nonprofit efforts such as The Brenna Project. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed portfolios and third-party arrangements, supported by routine client reviews and due diligence.

Derek Border is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 18 years of industry experience. His previous roles include positions at Sorrento Pacific Financial, LLC and Clearfield Bank & Trust. Outside of his advisory work, he co-owns a business called MET J Enterprises with Mary Border. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, including Hilltop/Envestnet, and is dually registered as an SEC-registered investment adviser and FINRA broker-dealer.

Jeffrey Hayes is a financial advisor with Mass Mutual Investors Services in Huntingdon, PA, holding a Series 66 designation and 18 years of industry experience. He has worked with Kish Bank since 2008 and Mass Mutual Investors Services since 2007. In addition to his advisory role, he serves as an insurance broker for group and individual life and health insurance through Kish Financial Solutions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to create collaborative, goal-oriented plans without discretionary authority.

Randy Miles Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2001. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.

Chase Rohrer is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Independent Financial Group, Equitable Advisors, Penn State Farm Services, and United Parcel Service. He also works as an Associate Financial Advisor supporting a franchise advisor at ZDS Management Inc. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through its affiliated companies, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Justin Garber is a financial advisor with Ameriprise in Altoona, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2023, he was self-employed for five years and worked at Fidelity Investments for five years. He is also employed by ZDS Management Inc., where he handles deposit checks, order placement, and trade execution. Ameriprise provides retirement-income planning services targeting clients approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bud Boom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Cambridge since 2006. Outside of his advisory role, he serves as chairman of the board for the Northern Blair County Regional Sewer Authority and is a trustee of a nonprofit supporting Boy Scouts in his local area. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment strategies delivered at the advisor level.

Zachary Stere is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns and manages a non-investment-related business, ZDS Management Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Justin Gibboney is a financial advisor at Edward Jones in Huntingdon, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he owns the building where his branch is located. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Gary Moyer is a financial advisor with Cetera based in Huntingdon, PA, holding a Series 66 license and six years of industry experience. His prior work includes roles at OneAmerica Securities and American United Life, as well as non-financial activities such as performing musician under the name Rue Moyer. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management, financial planning, and fiduciary services through a large network of independent advisors.

John Dimarzio is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. Dimarzio serves as a board member at Wyncote Academy and is president of the Willow Charitable Fund. Cetera Investment Advisers serves individual, 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 services, combining retirement and trust capabilities within a broad institutional platform.

Dylan Wentzel is a Series 66-credentialed financial advisor with Ameriprise in Ebensburg, PA, where he has worked since 2020. He has five years of industry experience and previously held roles at CBS Management, the Law Offices of Roberta Binder-Heath, and Penn State University. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate tailored retirement income recommendations.

Wade Curry is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 22 years with MML Investors Services, Inc. and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as a high school boys basketball coach and is involved in insurance brokerage activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations through collaborative annual planning engagements.