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.

Neil Maggi is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Trendscast Financial LLC and has also been involved with Maggi Retirement Planning, Marley Financial Services, Inc., and America's Benefit, Inc. In addition to his advisory work, Maggi occasionally prepares tax returns for clients as a registered tax preparer during the tax season. Trendscast Financial LLC provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and offering both discretionary and non-discretionary services.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

Christina Roeding is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been affiliated with various divisions of Fidelity since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and fund advisory services.

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.

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.

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.

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.

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.

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.

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.