JOHNSTOWN, PA. (June 4, 2026) – Carpenter Financial Services earned the Circle of Excellence Award at Cetera Financial Group's annual awards conference. Representatives from Carpenter Financial Services were celebrated during the invitation-only Cetera Circle of Excellence event. Attending the recognition event from the Carpenter Financial Services team were Samuel Carpenter, Heather McClelland, Lisa Wirfel, and Annie Yoder.
The annual Cetera Circle of Excellence recognition celebrates top advisors for their exemplary business achievements and dedication to client service. The event provides a premier forum for professionals to network with senior leadership and strategic partners while sharing the latest industry trends and strategies.
"It was an honor to represent our team at this year’s Circle of Excellence," said Sam Carpenter. "This award honors the standard of excellence my parents set over seven decades ago and affirms our mission to continue leading with purpose and dedication."
Since its founding as an accounting firm in 1953, Carpenter Financial Services has been locally owned and operated. To better serve our clients, we have evolved into a comprehensive financial services firm. Today, we work with clients across the country, guiding them to build a foundation for financial security and ensuring they have the tools necessary to make informed financial decisions.
For more information:
Joseph A. Carpenter, Financial Advisor, Carpenter Financial Services
237 Johns Street, Johnstown, PA 15901
(814) 534-4445 - joe@carpenterfinancial.net - www.carpenterfinancialservices.com
About Cetera Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 financial professionals and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms. Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth. Learn more at www.cetera.com. The Cetera Financial Group's Circle of Excellence recognition was awarded to Carpenter Financial Services; it is not a guarantee of future investment success and should not be construed as an endorsement of by any client. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.