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Vincent R

Series 63

Wexford, PA

LPL Financial

Vincent Richtar is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and having 32 years of industry experience. He previously worked at Cottrill Arbutina Wealth Management Group from 2015 to 2019 and has been with LPL Financial since 2013. Richtar also engages in fixed insurance sales as an independent contractor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Douglas C

Series 63, Series 65

Wexford, PA

LPL Financial

Douglas Clark is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He previously worked at Strategic Pension and Financial Partners, LLC, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of advisory work, Clark serves as an Allegheny County elections poll worker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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David S

Series 63, Series 65

Wexford, PA

LPL Financial

David Smedley is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for eight years and METLIFE SECURITIES Inc for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Bryan B

Series 66

Wexford, PA

LPL Financial

Bryan Byrd is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. He has worked at Lincoln Financial Securities Corporation and currently maintains a coaching role in sports and fitness at Robert Morris University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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Thomas N

Series 63, Series 66

Wexford, PA

LPL Financial

Thomas Nee Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is also licensed as an agent for several insurance carriers, including non-variable life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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David G

Series 63, Series 66

Wexford, PA

LPL Financial

David Gawne is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corp. for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Kelli C

Series 66

Wexford, PA

LPL Financial

Kelli Cerra is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. She previously worked at Lincoln Financial Securities and BCR Financial Services, LLC. Cerra is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Constantine M

Series 63

Wexford, PA

LPL Financial

Constantine Mavrogianis is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with The ASA Group in a non-variable insurance capacity and serves as an independent agent for several life and health insurance providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Marc M

Series 66

Wexford, PA

LPL Financial

Marc Mattarochia is a financial advisor with LPL Financial in Wexford, PA, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Cottrill Arbutina Wealth Management Group for four years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Michael T

Series 66

Wexford, PA

LPL Financial

Michael Tapolci is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. His prior roles include positions at RakeTrades, LLC and Trendsetters Trading, LLC. He is also associated with TradezOnTap, LLC, a business entity used for tax and investment purposes that is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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