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Vanessa M

Series 66

Butler, PA

Randall & Associates Wealth Management

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Donovan S

Series 65, Series 63

Butler, PA

Randall & Associates Wealth Management

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bennett Associates Wealth Management and Northwestern Mutual in various capacities from 2021 to 2024. He also spent time affiliated with Yale School of Management between 2019 and 2020. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management alongside financial planning and consulting. The firm manages approximately $167 million in assets, employing customized, risk-adjusted, tax-aware strategies that integrate active and passive investments across multiple asset classes.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Collin R

CFP®, CFA®, Series 63, Series 65

Butler, PA

Randall & Associates Wealth Management

Collin Randall is a CFP® and CFA® with 15 years of industry experience. He is currently with Randall & Associates Wealth Management in Butler, PA, and has previously worked at Bennett Associates Wealth Management, Wells Fargo Advisors, Amherst Pierpont Securities LLC, and Barclays Capital Inc. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses, managing approximately $167 million in assets. The firm offers customized, risk-adjusted, tax-aware portfolios that combine active and passive strategies with both discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Barbara B

Series 63, Series 65

Grove City, PA

Confluence Financial Partners

Barbara Battin is a financial advisor at Confluence Financial Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CETERA Advisor Networks LLC and CashDollar & Associates, LLC. Outside of her advisory role, she serves as a committee member at Cochranton Community Church, where she oversees budget, expenses, and audits financial records. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting to institutional clients. The firm employs a fiduciary approach with active and passive investment strategies, emphasizing asset allocation and macroeconomic analysis.

Wealth management Retirement income strategy Equity compensation tax strategy Annuities Founder/Business Owner Executive
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Steven S

Series 65

Butler, PA

Virtue Capital Management, LLC

Steven Sabo is a financial advisor with Virtue Capital Management, LLC and holds a Series 65 designation. He has 10 years of industry experience, including roles at Retirement Wealth Advisors and Executive Financial Group, where he independently sells life insurance and annuities alongside providing investment advisory services. Virtue Capital Management, LLC serves a diverse client base, including high-net-worth individuals, trusts, and institutions, offering portfolio management, financial planning, and sub-advisory services. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches supported by an investment committee.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
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Jonathan V

Series 65, Series 63

Grove City, PA

Vicus Capital, Inc.

Jonathan Van Kirk is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Cetera Wealth Services, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm combines fundamental and technical analysis across various model and separately managed strategies and offers specialized retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Ronald P

CFP®, ChFC®, Series 63

Grove City, PA

Vicus Capital, Inc.

Ronald Peters is a financial advisor at Vicus Capital, Inc. with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Strategic Lifestyle Advisors, Inc., Cetera Wealth Services, and CPL Financial Group. Peters serves as an elected board member for the Clarion Forest County Visiting Nurses Association, where he reviews financial matters and approves business plans. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis with various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Arthur H

Series 63, Series 65

New Castle, PA

Wesbanco Securities, Inc.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Kenneth B

Series 66

Butler, PA

Capital Analysts

Kenneth Bonus is a Series 66 licensed financial advisor with eight years of industry experience, currently with Capital Analysts. His prior experience includes roles at Lincoln Investment and HD Vest Investment Services. Outside of advising, he is a Certified Public Accountant and owner of Bonus Accounting LLC, and serves on multiple nonprofit boards including the Butler County Chamber of Commerce and United Way of Southwestern Pennsylvania. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement plan advice through a national network of advisors and proprietary investment strategies.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Gregory L

CFP®, Series 63, Series 65

Grove City, PA

Vicus Capital, Inc.

Gregory Liszka is a CFP® with 18 years of experience in financial advising. He is currently affiliated with Vicus Capital, Inc. and has previously worked with Cetera and Strategic Lifestyle Advisors. Liszka also teaches a retirement planning class and serves on the board of Grove City Country Club. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a combination of fundamental and technical analysis with various model and separately managed strategies, emphasizing retirement-plan consulting and fiduciary services alongside broader investment solutions.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Benjamin B

Series 66

Grove City, PA

Stratos Wealth Partners, Ltd

Benjamin Burkley is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Stratos in 2017, Burkley worked at firms including LPL Financial, Hefren Tillotson, and Federated Global Investment Management. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach with discretionary and non-discretionary portfolio management tailored to client goals.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Tyler F

Series 66

Butler, PA

GWN Securities Inc.

Tyler Funk is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at GA Investment Management and Lions Gate Wealth Management. Outside of advisory work, he is involved in life insurance sales through a related business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including both traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Michael D

Series 66

Butler, PA

OSAIC Institutions, INC.

Michael Dreveniak is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds a Series 66 designation and has worked at OSAIC (formerly INFINEX Investments) since 2015, with prior experience at FIRST Commonwealth Bank and UBS Financial Services. He is also involved in investment-related trust services through FIRST Commonwealth’s Trust Department. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and financial planning through a hybrid adviser/broker-dealer model that emphasizes firm supervision and allows clients to retain control over transactions if desired.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Cathleen B

Series 65, Series 63

Grove City, PA

OSAIC Institutions, INC.

Cathleen Beatrice is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 licenses. She has 13 years of industry experience and currently serves as Assistant Vice President of Branch Banking at Mercer County State Bank, where she has worked since 2017. Her prior experience includes roles at Infinex Investments, Ristvey Investment Group, Raymond James Financial Services, and The Huntington Investment Company. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, consulting, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that includes both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jordan K

Series 66

Butler, PA

Key Investment Services LLC

Jordan Kelly is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Key Investment Services LLC since 2024 and previously held roles at PNC Investments, Commonwealth Financial Network, and Federated Investment Counseling. Outside of financial services, he operated Interior Solutions, a home and business organizing service, for 12 years. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider platform and offers various wrap programs with integrated custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Matthew S

Series 66

Butler, PA

Citizens Securities, Inc.

Matthew Stehle is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Principal and Northwestern Mutual. Outside of finance, he is a dance instructor at Synergy Performing Arts Academy, teaching ballroom and Latin dance to youth. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory platforms while maintaining broker-dealer and insurance agency functions.

Tax-loss harvesting Passive / index investing
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Carol M

Series 63, Series 66

Butler, PA

OSAIC Institutions, INC.

Carol Mayer is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2019, and previously held positions at Key Investment Services, LLC, Keybank, and LPL Financial. Mayer is also involved with First Commonwealth Bank’s Trust Division, dedicating time to investment-related activities there. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Cathaleen F

Series 65, Series 63

Grove City, PA

OSAIC Institutions, INC.

Cathaleen Finn is a financial advisor at OSAIC Institutions, INC. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Infinex Investments, Inc., Mercer County State Bank, and The Huntington National Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services and financial planning, utilizing a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Alexandra P

Series 63, Series 65

Butler, PA

OSAIC Institutions, INC.

Alexandra Potts is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2022, following prior roles with KeyBank and its affiliated investment services. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with a combination of discretionary and non-discretionary asset management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Christopher C

Series 63, Series 65

Butler, PA

Stratos Wealth Partners, Ltd

Christopher Cashell is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes roles at LPL Financial and Nextier Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an IAR-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering customized portfolio management, financial planning, and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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