John Rekasie Jr. is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation with 18 years of industry experience. He has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Terrence Judy is a financial advisor at J.W. Cole Advisors, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with J.W. Cole Advisors since 2019. Outside of his advisory role, he serves on the boards of two Christian educational organizations and presents college-level non-credit courses. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis along with digital advice platforms to implement client solutions.

Jennifer Sekscinski is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials with eight years of industry experience. Her prior roles include positions at BNY Mellon and Citizens Bank, along with work at European Wax Center and Robert Morris University. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory platform based on ETF portfolios and proprietary algorithms, alongside commission-based brokerage and other non-discretionary services.

Joseph Price is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. Joseph serves as a power of attorney for his father, who is a client of Key Investment Services, assisting with general financial decisions without compensation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee models, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and it operates within the KeyCorp group with affiliated banking and capital markets connections.

Michael Wellmon is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Citizens Securities, Inc. and has previously been employed at PNC Investment LLC, Edward Jones, and AT&T Mobility. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program with ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program, operating as a broker-dealer and insurance agency.

Nicholas Wyzkiewicz is a financial advisor at GWN Securities Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert D Allshouse for five years. Outside of his advisory role, he occasionally preaches at Grace Life Church. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers, model-based allocations, and incorporates momentum-based trading strategies in some legacy programs.

Grant Krinock is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with clients who seek guidance in designing financial strategies due to limited time, knowledge, or interest in managing these on their own. Grant focuses on serving professionals and families in areas including college education planning, executive compensation, retirement income, and family wealth management strategies. Grant began his career in financial services in 2011 and has over a decade of experience in advisory, leadership, and wealth management roles. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from California University of Pennsylvania. His expertise involves simplifying complex financial decisions and fostering trust through collaborative strategy development. He lives in Penn Township, Pennsylvania, and is active in several community organizations, including St. George's Antiochian Orthodox Cathedral, St. Mary's Antiochian Orthodox Church, and St. Michael's Antiochian Orthodox Church. Outside of his professional responsibilities, Grant enjoys spending time with his family and engaging in sports such as skiing, golfing, and ice hockey.

Amie Jeffers is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and its related entities since 2016. Outside of her advisory role, Jeffers is involved in her community as a swim instructor at Valley Point YMCA, a lifeguard instructor for the Red Cross, and serves on the Buffalo Elementary PTO Board. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.

Daniel Dietrich is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Encompass More Asset Management LLC and Alto Financial Group. Outside of his advisory role, he is also involved in life insurance and fixed annuity sales through Alto Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion across over 127,000 clients.

Zachary Dorste is a financial advisor with Citizens Securities, Inc. in Kittanning, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at KeyBank and its affiliated investment services from 2016 to 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Raymond Dunegan is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2004. Outside of advisory work, he sells life insurance, long-term care insurance, and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Lisa Hegyes is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Citizens Securities in 2017, she worked at PNC Investments and PNC Bank from 2007 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program, managed accounts, and commission-based brokerage activities, and it is wholly owned by Citizens Bank, N.A.

Gregory Walsh is a CFP® professional with 11 years of industry experience, currently advising at Citizens Securities, Inc. since 2025. His prior experience includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., PNC Investments, and Scottrade. Outside of his advisory work, he sells new and used items on eBay. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Armand Sperduto is a financial advisor with Centaurus Financial, Inc., holding a Series 63 registration and over 31 years of industry experience. He has been with Centaurus Financial since 2016 and has operated the Armand C Sperduto Agency since 1984. In addition to his advisory work, he is an insurance agent involved in the sales of fixed annuities, term life, and whole life insurance, as well as property and casualty coverage with Erie Insurance Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a range of analytical approaches and both discretionary and non-discretionary account management.

Crystel Leidy is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. Her work history includes multiple roles at Key Investment Services LLC and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment decisions supported by recommendations, ongoing monitoring, and access to third-party discretionary managers.

William Snyder is a CFP®-designated financial advisor with Edward Jones, based in Monroeville, PA. He has 14 years of industry experience and has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Richard Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial guidance and investment advice to clients, helping them manage and grow their wealth. He holds the Personal Investment Advisor (PIA) designation, reflecting his expertise in personal investment strategies. Richard earned his bachelor's degree from St Francis University. No additional personal interests or community involvement information has been provided.

Darren Smith is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Commercial Bank and Trust of PA before joining Cetera and Pakos Wealth Management in 2025. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.

Katelynn Powell is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she gained experience in various roles including digital agency work and real estate, and she is co-owner of The OnCue Collective, a musical theater workshop business for children. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Donna Bailey is a Series 66 licensed financial advisor with six years of industry experience, currently practicing at Thrivent Investment Management. Her prior work includes roles at The BonTon Stores, Inc. and a brief period of unemployment before joining Thrivent Financial in 2019. Thrivent Investment Management offers Dedicated Planning Services tailored to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial topics without managing implementation. The firm emphasizes holistic, goal-based analyses and integrates planning with managed-account services under a consolidated billing system called WealthPlan.