Ryan Mostyn

Ryan is passionate about delivering excellent service as well as a personal approach to cultivate effective relationships with his clients throughout the year. Ryan follows a disciplined process that begins with first taking the time to fully understand each client’s particular needs and concerns and focuses on helping his clients prioritize and pursue the goals that are most important to them and their family. Ryan provides his clients with access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. Ryan holds the CPFA^® designation.

Ryan earned a Bachelor of Science degree in Business Marketing from Indiana University of Pennsylvania, where he played baseball and was selected 2009 IUP Student Athlete of the Year. Ryan loves the outdoors – whether he’s hunting, fishing, playing baseball or golf. Ryan lives in State College with his wife, Jayde, their sons Easton, Braxton, and Cooper.

Ryan was honored by being Named to the Forbes “Best-in-State Wealth Advisors” list in 2022 and 2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).*  Named to the Forbes “Top Next-Generation Wealth Advisors” list in 2020 and 2021 (Published annually July – Sept. Rankings based on data as of March 31 of current year).**






*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.**Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31of current year.Data provided by SHOOK^® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.