Gary Boatman is a CFP® with 16 years of industry experience based in Monessen, PA. He has operated his own sole proprietorship since 1979 and founded Boatman Wealth Management, LLC, where he provides financial planning and consulting services. Outside of advisory work, he manages a tax preparation business and is a licensed insurance agent involved in college planning. Boatman Wealth Management serves individual investors and charitable organizations by offering portfolio management through third-party money managers, financial planning, and related services such as insurance products and tax preparation referrals. The firm primarily implements client objectives by selecting model portfolios and monitoring third-party managers, focusing on non-discretionary management and a referral-based approach.

Christina Bryner is a financial advisor at Advice & Planning Services LLC with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2017. Outside of advising, she has been involved with East Pittsburgh Courier Services, LLC since 2016 and previously with Greensburg Alliance Church. Advice & Planning Services LLC is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm uses a diversified investment approach focused primarily on ETFs, combining modern portfolio theory with multiple analytical methods to align portfolios with client goals and risk tolerances.

Rosemarie Porter is a financial advisor at Direct Financial Care with two years of industry experience. She holds a Series 65 designation and has previously worked at GuidedMoney, LLC, Virtual Outsource Solutions, and McClarren Financial Advisors, LLC. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, serving both discretionary and non-discretionary clients.

Steven Sivak is a CFP® with 19 years of industry experience and has been with Innovate Wealth since 2016. He holds a Series 66 license and operates Park City Custom Garage, a business specializing in custom garage upfits. Innovate Wealth serves individuals, businesses, and high-net-worth clients by providing financial planning, estate planning assistance, tax services, and discretionary investment management through a wrap-fee program. The firm employs a passive, asset-allocation investment approach supplemented by trend-following signals and factor tilts, and it integrates estate-document and tax preparation services into its offering.

Ryan Naugle is a CFP® with 24 years of industry experience, currently serving as the sole advisor at Advice & Planning Services LLC. He has worked at Purshe Kaplan Sterling Investments since 2016 and briefly at Global Financial Private Capital, LLC in 2015-2016. He is also licensed to offer insurance products through Ash Brokerage for clients requiring life, disability, or long-term care coverage. Advice & Planning Services LLC is an independent, single-advisor firm that provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a multi-method investment approach focused primarily on ETFs and manages accounts on both discretionary and non-discretionary bases, with regular quarterly reviews.

Eric Luckey is a financial advisor with StoneX Advisors Inc. in Connellsville, PA, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with StoneX Advisors since 2017 and has worked at StoneX Securities Inc. since 2014. Outside of his advisory role, he is also an agent for Ameritas Life Insurance Co. and owns Dilworth Financial Services, focusing on investments and insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through proprietary models and third-party managers.

Cassidy Fowler is an Investment Adviser Representative at Avantax Planning Partners, Inc. with one year of industry experience. Prior to joining Avantax Planning Partners in 2024, she worked at Mariner Finance from 2015 to 2019 and has operated her own accounting service since 2019, providing payroll processing, bookkeeping, and tax document preparation. Avantax Planning Partners offers investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and integrates tax-intelligent overlays where applicable.

Scott Pritchard is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Edward Jones, Mid Penn Bank, and PNC Bank. Outside of his advisory work, he officiates youth and high school wrestling matches in Jefferson Hills, PA. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions, employing fundamental and technical analysis, asset allocation, and third-party due diligence for alternative investments.

Mykel Haney is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, Bank of America, Merrill, PNC Investments LLC, and PNC Bank. Before entering finance, he worked in hospitality at The George Washington Hotel and 84 Lakes and Lounge. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and utilizes affiliated bank-developed models alongside third-party managers.

Tyler Handlan is a financial advisor at PNC Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Distributors and PNC Bank. Outside of finance, he serves as an umpire for Steel City Officials. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithm-driven risk assessment and third-party managed investment strategies.

Lukas Goehring is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation. His prior work includes roles at KeyBank and various positions in education and hospitality. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and utilizes third-party managers for trade implementation, supported by internal committees overseeing product due diligence and investment advisory.

Daniel Odonnell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and discretionary model accounts implemented via approved third-party strategists.

Mason Pascoe is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His previous roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Northwestern Mutual Investment Services, and involvement with VINOSKI WINERY. He also worked in education at John Carroll University and the Belle Vernon School District. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with clients typically receiving advice based on model portfolios and discretionary implementation through LPL’s programs.

Jeffrey Mendola is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and his own advisory business. Mendola has also been involved with the Mon Valley Regional Chamber of Commerce. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Timothy Sepsi is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., Waddell & Reed, Inc., and various insurance carriers. Outside of advising, he serves as a board member of Owl’s Club, a social organization involved in community activities. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment programs and custodial platforms.

Roger Knouse is a financial advisor with Raymond James Financial in Mount Pleasant, PA, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2007 and operates Roger W. Knouse CTS, providing seasonal tax preparation and year-round tax planning services on a separate fee basis. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, wrap fee programs, and institutional consulting, with a distinctive focus on non-discretionary advisory relationships.

Susan Svazs is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. She has been associated with OSAIC and its affiliated entities since 2017, including roles at Financial Solutions Group and Osaic Wealth. Outside of advising, she is involved with Financial Solutions Group, overseeing marketing, analysis, and technology support. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing risk-tolerance assessments and portfolio optimization tools, and supports thousands of advisors with extensive investment options and institutional offerings.

Michael Dowling is a Series 66-licensed financial advisor at Cetera with 23 years of industry experience. He has worked with Cetera since 2014 and has held concurrent roles with Standard Bank and Cetera Investment Services LLC since 2006. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Carly Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at IC Advisory Services Inc and The Investment Center Inc. Outside of advising, Jenkins is involved in tax, accounting, and financial services through Jenkins Tax, Accounting & Financial Services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

Donald Fetsko Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including prior roles at Trustmont Advisory Group and Citizens Securities. Outside of his advisory work, he serves as marketing director for a family-owned business. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals and multiple account platforms.

Melanie Illar is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked at RBC Capital Markets since 2020 and previously spent eight years at UBS Financial Services. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate in-house and third-party managers, tax management, and responsible investing options.

Michael Kanalis Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at PennWest University (California University of PA). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Chad Novotney is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Rose is a financial advisor at LPL Financial with 51 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Triad Advisors from 2006 to 2023. Outside of his advisory role, he is involved in tax preparation and accounting services. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Hayden Pascoe is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience and has previously worked with The Prudential Insurance Company of America, Pruco Securities LLC, and Health Benefits Group. Outside of his advisory role, he is involved in selling Medicare Advantage and supplement plans through Health Benefits Group. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a focus on model portfolio-based discretionary implementation and non-discretionary financial planning.

Austin Naser is a Series 66 credentialed advisor with three years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering the financial industry, he worked at Waynesburg University and Trinity High School. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning and access to model portfolios and third-party asset management programs, combining advisory and brokerage services.

Evan Haines is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Haines began his career after graduating from Allegheny College. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

James Gwyer is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, Gwyer serves as President of the Bethlehem Center School District board and is a board member for Center in the Woods in Brownsville, Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Malego Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Fortis Investors, Inc. since 1992 and has been self-employed at The Insurance Center since 1988. Outside of his advisory work, he is involved in insurance sales and tax preparation through his Mount Pleasant Insurance Center business. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessment and portfolio optimization, offering a broad range of investment products and advisory programs.

Christopher Mickey is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has previously worked at Waddell & Reed, Inc. and has been involved with Bianco Enterprises, LLC as a business owner. Outside of his advisory role, he serves as choir director and organist for Saint Rita Church of the Roman Catholic Diocese of Greensburg. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Kevin Rose is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial and operating Rose Financial Group since 2023. He previously worked at Triad Advisors, Inc. for 17 years. Outside of advisory services, he is involved in tax preparation and holds a notary commission in Pennsylvania. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and lending services.

Timothy Madar is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Timothy is also a fiduciary for several family revocable trusts. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model portfolio management, and access to third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients.

Edward Capuzzi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a board member of the Community Foundation of Fayette County. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process incorporating asset allocation, portfolio optimization, and offers access to a wide range of investment products and third-party managers.

August Malekovich is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Fundamental Advantage and Waddell & Reed, INC., and has experience with various insurance carriers. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Max House Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 41 years of industry experience, including 18 years at Trustmark Financial Group and eight years with Cambridge. Outside of his advisory role, he serves as president of the Connellsville Chamber of Commerce and is a board member of Highlands Hospital and the FayPenn Economic Development Council. He is also the owner of House Financial LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party sub-advisers.

William Hecklick III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ameriprise and WesBanco Securities, among others. Outside of advisory work, he owns The 412 Collection, an online collectibles business, and operates CPA To Fa LLC, which coaches CPAs and tax professionals transitioning into financial planning and investment. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Harry Beck III is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Karen Gould is a Series 66 credentialed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, she serves as the Handbell Choir Director at St. Paul’s Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Kenneth Kovalchuk is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors and Signator Investors. Kovalchuk is also president of Financial Solutions Group, a corporation involved in financial services operations and management. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory and brokerage programs, utilizing a technology-driven investment process and providing access to multiple custodial platforms and third-party managers.