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.

Earl Stevenson is a financial advisor with Chicago Capital Management Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior work includes roles at Avellino Financial Advisors, Forest Securities, Questar Asset Management, Questar Capital Corporation, and Charis Financial Group. In addition to his advisory work, he is an enrolled IRS agent providing tax preparation services. Chicago Capital Management Advisors offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and provides multiple model styles and custom portfolios tailored to client risk profiles.

Todd Loyal is a financial advisor at United Brokerage Services, INC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with United Brokerage Services since 2013. Prior to this, he worked at United Bank from 2013 to 2016. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and offers a range of investment approaches including asset allocation, trading strategies, and manager-driven model portfolios.

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.

Kristin Bernard is a financial advisor at Janney Montgomery Scott in Uniontown, PA, holding a Series 66 designation. She is part of a large enterprise firm with 1,325 advisors. Janney Montgomery Scott serves a broad range of individual and institutional clients, offering brokerage services, investment advisory, financial planning, retirement plan consulting, and lending referrals. The firm operates a trust subsidiary and provides diverse advisory programs that combine third-party managers, in-house models, and overlay services such as tax optimization.

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.

Timothy Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved in community activities such as coordinating a youth running program and holds trustee and investment committee positions with Catholic organizations in Greensburg, PA. Janney Montgomery Scott manages over $100 billion in client assets and supports more than 1,200 advisors with a range of services including portfolio management, financial planning, and retirement consulting for individuals, institutions, and high-net-worth clients through an integrated investment platform.

Lisa Ritsko is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a range of services including portfolio management, financial planning, retirement plan advisory, and brokerage through a multi-channel investment platform.

Geremy Hoover is a CFP® professional with 16 years of industry experience, currently serving at Janney Montgomery Scott. He has been with Janney since 2014 in various roles. Outside of his advisory work, he serves as a board member for Fillies Basketball, a nonprofit organization promoting girls' basketball for elementary school students in the Laurel Highlands School District. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, corporations, charities, and institutions, utilizing a multi-channel investment platform with both discretionary and non-discretionary account options.

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.

Christopher Filicky is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds the Series 66 designation and has been with Janney since 2015. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and custody for individuals, high-net-worth clients, corporations, charities, and institutions.

Peter Barchetti is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he owns a tax preparation and accounting business. Centaurus Financial, Inc. provides advisory services to individuals, families, businesses, and institutional clients through a network of independent representatives, offering financial planning, investment management, and access to third-party money managers.

Melody Cole is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has been with Janney Montgomery Scott since 2005. She holds the Series 63 and Series 65 designations. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party managers, in-house portfolio management, and various advisory and brokerage services.

Bryan Bougher is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with PNC Investments and PNC Bank since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses approved strategies managed by PNC and third parties. The firm’s approach involves algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.

Jeffrey Costelnock is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds the Series 66 designation and has been with Janney since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Melissa Herron is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 15 years of industry experience. She has been with Janney Montgomery Scott since 2009. Herron serves on the Development Committee for the Touchstone Center for Crafts in Farmington, PA, contributing to event planning and fundraising initiatives. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a broad range of services to individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

William Bush is a financial advisor at Wealth Enhancement Advisory Services, LLC with 56 years of industry experience. He previously worked at BPU Investment Management, Inc. and LPL Financial. He serves as a board member of the Fayette County Assessment Appeals Board in Pennsylvania. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across risk classes, supported by quantitative and fundamental research.

Devan White is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, LLC and BPU Investment Management, Inc. Outside of his advisory work, he owns a real estate rental business in Perryopolis, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Laura Williams is a financial advisor with Janney Montgomery Scott in Uniontown, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Janney Montgomery Scott since 2005. Williams serves as a board member of the Mon Valley Regional Chamber of Commerce in Charleroi, PA, participating in local business events and ribbon cuttings. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Daniel Sickelsmith is a CFP® and holds a Series 66 license with Wealth Enhancement Advisory Services, LLC. He has been with the Wealth Enhancement group since 2023 and previously worked at Walmart from 2019 to 2023. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

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.

Michael Tetteris is a financial advisor at Janney Montgomery Scott in Uniontown, PA, holding a Series 66 designation with four years of industry experience. Prior to joining Janney in 2021, he worked at Invacare Corporation and Philips Respironics. He is active in the Free and Accepted Masons of Pennsylvania Lodge #252 as a Senior Warden and volunteers on the Financial Panel of the Grand Lodge of Pennsylvania Free and Accepted Masons. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

John Coleman is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is a 50% owner of Colebrook Chocolate Co., a chocolate manufacturing and retail business, and serves on several local boards including Highlands Hospital, Fayette County Cultural Trust, and the Fayette County Sports Hall of Fame. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, in-house portfolio management, and a range of advisory and brokerage services.

Angela Danko is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott and its affiliated entities since 2018. Prior to her financial services career, she spent 16 years at Highlands Hospital. Janney Montgomery Scott is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with a range of services including portfolio management, financial planning, retirement plan advisory, and brokerage.

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.

Mark Kovacs is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities, Cambridge Investment Research Advisors, and Investors Capital Corp. Kovacs also operates as an independent insurance agent offering fixed life insurance and annuity products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of financial advisers, utilizing technology-driven investment processes and offering access to multiple custodial platforms and alternative investment solutions.

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.

Heidi Gum is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2022. Her prior experience includes roles at Fields Financial Services, Northwestern Mutual, and Washington Health Systems, as well as seven years at West Virginia University. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and offers diverse investment strategies and delivery options 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.

Tiffany Guittap is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including OSAIC Institutions, Mid Penn Bank, and First Niagara Securities. Outside of her advisory role, she serves as chair of the Fayette Advisory Board at Penn State University and holds leadership positions with local high school baseball and football booster organizations. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions, alongside retirement and fiduciary capabilities integrated with its broader trust and institutional network.

Derek Murray is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles including positions at Tristar Motors and University Motors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor and branch network as well as affiliated services such as a trust company and securities-based lending.

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.

Randal Fields is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Royal Alliance Associates, INC. for 27 years. Outside of his advisory work, he owns the Hopwood Shotokan Karate Club. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

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.

Justin Revak is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Cetera, First National Bank of PA, and Key Investment Services. He is also involved with Fields Financial Services, a DBA related to his LPL business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

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.