ADVISOR BIO

Shannon Mai Spisak is a financial advisor with over 13 years of experience in the industry. Shannon is currently registered with Osaic Institutions, Inc. in Pennsylvania. Shannon has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Shannon specializes in providing financial planning, portfolio management, and educational seminars. Shannon is also a Registered Representative and has passed the Series 66, Series 7, and Series 31 exams.

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ADVISOR BIO

Shannon Elizabeth McCarey is a financial advisor currently registered with Morgan Stanley. Shannon has over 14 years of experience in the financial services industry. Shannon is licensed to offer securities and investment advisory services in numerous states throughout the country. Shannon previously worked for Federated Securities Corp. and other Federated entities in various roles.

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ADVISOR BIO

Shawn Michael Helman is a financial advisor at Cetera Investment Advisers LLC. Shawn has been in the financial industry since 2004 and holds the Series 7, Series 66, and SIE licenses. Shawn also holds the Certified Financial Planner designation. Shawn is registered in 12 states, including Pennsylvania, Florida, Illinois, Maryland, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Virginia, and West Virginia. Shawn has experience working with individuals, businesses, and charitable organizations. Cetera Investment Advisers LLC is a large financial advisor firm with over 166,000 clients. Cetera Investment Advisers LLC provides a wide range of financial services, including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Stephen Small is a financial advisor registered with Equitable Advisors, LLC. Stephen has been in the financial industry since 2017 and currently holds licenses in California, Florida, Maryland, Pennsylvania, and Virginia. Stephen holds the Series 66, SIE, and Series 7 licenses and is a registered representative for Equitable Advisors, LLC. Stephen specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Stephen also provides other services as a consultant with Marc Jacobsen & Associates, where Stephen helps Coldwell Banker Realtors acquire insurance and financial products.

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ADVISOR BIO

Steven Michael Hagofsky has been in the financial industry since March 21, 1985. Steven Michael Hagofsky is currently registered with Trustmont Advisory Group, Inc. Previous employers include Legacy Financial Services, Inc., Allegheny Investments, Ltd., WMA Securities, Inc., Mariner Financial Services, Inc., and PFS Investments Inc. Steven Michael Hagofsky provides financial planning and portfolio management services to individuals and businesses. Steven Michael Hagofsky is also a licensed insurance agent.

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ADVISOR BIO

Thomas Edward Eaglehouse is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Based in Irwin, Pennsylvania, Thomas has been in the financial services industry since July 2006. He holds a Series 65 license and is registered as an Investment Advisor Representative (IAR) in Pennsylvania. Thomas' experience includes working with NFP Securities, Inc., Advice & Planning Services LLC, Retirement Wealth Advisors, Foundations Investment Advisors, LLC and Global Financial Private Capital, LLC. Thomas specializes in providing financial planning, pension consulting, educational seminars, market timing services and portfolio management services for individuals and businesses.

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ADVISOR BIO

Timothy Helman is a financial advisor currently registered with Cetera Investment Advisers LLC in Greensburg, Pennsylvania. Timothy has been in the financial industry since 2003 and holds Series 63, 65, 7 and SIE licenses. In addition to Cetera Investment Advisers, Timothy has worked with Northwestern Mutual Investment Services, LLC, Bill Few Securities, Inc. and C.B. Tracy & Associates, Inc. DBA Tracyco. Timothy provides financial services to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

Timothy McGuire is a financial advisor with Wealthcare Advisory Partners LLC. Timothy McGuire has been in the financial industry for over 30 years and specializes in portfolio management for both individuals and businesses, as well as financial planning and pension consulting. Previously, Timothy McGuire was registered with Hackett Associates, Inc. and Lincoln Financial Advisors Corporation. He holds Series 6, 7 and 63 licenses and is also a Certified Financial Planner. Timothy McGuire has a long and successful career in the financial services industry, providing advice and guidance to clients on their financial goals.

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ADVISOR BIO

Timothy Mark Weishorn is a financial advisor with LPL Financial LLC in Greensburg, PA. Timothy has been in the financial industry since 1999. Prior to joining LPL Financial LLC, Timothy was a financial advisor with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO ADVISORS, LLC. Timothy is a registered representative of LPL Financial LLC and is registered to provide investment advice in 23 states.

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ADVISOR BIO

Timothy Caldwell is an investment advisor representative associated with Kestra Advisory Services, LLC. Timothy's experience in the financial services industry dates back to September 28, 1999. He has worked with clients seeking investment advice and financial planning. His experience is reflected in registrations in 16 states and his ability to provide advice on various investment products and services. Timothy Caldwell and his firm, Kestra Advisory Services, LLC, may be compensated through hourly charges, a percentage of assets, and fixed fees.

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