ADVISOR BIO

Brian Uhlinger is a financial advisor who has been in the industry since December 2009. Brian is currently registered with Wells Fargo Advisors Financial Network, LLC in Pennsylvania and Texas. Brian has experience working with high-net-worth individuals, corporations, and institutional clients. Brian also has a strong understanding of financial planning and investment management. In addition to the services offered through Wells Fargo Advisors Financial Network, LLC, Brian also provides investment related services through Fair Winds Wealth Strategies, LLC.

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Carly Seneca is a financial advisor with Cambridge Investment Research Advisors, Inc. Carly is a Certified Financial Planner® professional and has been in the industry since 2018. Carly has been registered with the state of Pennsylvania since 2022. Previous to joining Cambridge, Carly was an Investment Advisor Representative with Pensionmark Securities, LLC and Harvest Financial Corporation.

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Chris Deandrea is a financial advisor with Cambridge Investment Research Advisors, Inc. Chris has been in the financial industry since August 2014. Chris is registered to offer investment advice in Pennsylvania, Texas, and Colorado. Chris also has a Series 7, Series 66 and SIE license. Chris is a registered representative of Cambridge Investment Research, Inc. and an investment advisor representative of Cambridge Investment Research Advisors, Inc. Chris also provides independent insurance services for various independent insurance agencies and works with other investment advisor firms.

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Collin Lythgoe is a financial advisor with Thrivent Investment Management Inc. based in Duncansville, PA. Collin has been in the industry since June 2021. Collin is registered to provide investment advice in Pennsylvania, Texas and other states. Collin specializes in financial planning and portfolio management for individuals.

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Elizabeth Johns is a financial professional with over 20 years of experience in the financial services industry. Elizabeth is currently registered with Wells Fargo Advisors Financial Network, LLC and is a Registered Representative (RA) in Pennsylvania. Elizabeth is a strong advocate for her clients and helps individuals and families achieve their financial goals. Elizabeth provides a wide range of financial services including investment consulting, financial planning and portfolio management.

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Gary Vassalotti has been a registered investment advisor in Pennsylvania since April 2002. He has a Series 65 license and works for Vimcor, located in Duncansville, PA. In addition to working for Vimcor, Gary has also worked for SGA & Associates and Vassalotti Investment Management Corporation. Gary has provided investment advice to individuals and corporations with approximately $15,555,000 under management. Gary Vassalotti’s advisory firm, Vimcor provides financial planning and portfolio management for individuals and corporations. Gary offers a range of fee structures, including hourly charges and a percentage of assets. Gary Vassalotti has been in the industry since 1998 and has extensive experience providing financial advice to individuals and corporations.

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Jamie Patricia Moyer is an Investment Adviser Representative registered with Eagle Strategies LLC. Jamie is a registered representative and investment advisor in the state of Pennsylvania and has held this position with Eagle Strategies LLC since January 2022. Before joining Eagle Strategies LLC, Jamie worked as an insurance broker for Park Home. Jamie holds Series 6, 7, 63, and 65 licenses and the SIE exam.

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Kimberly Gildea is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Kimberly is a Certified Financial Planner and has been in the industry since 1984. Kimberly has been with Wells Fargo Advisors Financial Network, LLC since 2021. Kimberly has held previous positions at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated and Anchor National Financial Services, Inc.. Kimberly specializes in providing financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisers.

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Mary Ann Bolt is a financial advisor with over 20 years of experience. Mary Ann holds the Series 6, 7, 63, and 65 licenses as well as the SIE designation. She is currently registered with Avantax Advisory Services in Pennsylvania and Texas. Mary Ann provides financial planning services, including retirement planning, investment management, and insurance. Mary Ann specializes in working with individuals, high-net-worth individuals, and small businesses. She is also a Certified Financial Consultant. Mary Ann is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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Max M Crownover is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Max has been in the financial services industry since 2021 and holds Series 63 and 65 securities licenses as well as Series 6TO and SIE licenses. Max has experience working with high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

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