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 previously worked at LPL Financial and Natcity Investments, Inc. He serves as power of attorney for his father, managing certain investment-related financial decisions without compensation. 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 network of financial professionals. The firm offers multiple wrap-fee programs and relies on a multi-provider model for portfolio implementation and manager oversight.

Michael Wellmon is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with six years of industry experience. His prior roles include positions at PNC Investment LLC and Edward Jones. Outside of financial services, he previously worked in the telecommunications sector with AT&T Mobility. Citizens Securities serves a wide range of retail clients, offering investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, catering to individual and high-net-worth investors as well as retirement plans.

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 Hernandez is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved as a swim instructor at Valley Point YMCA, a swim coach at Sebco Pool, a Red Cross lifeguard instructor, and serves on the Buffalo Elementary PTO Board as 2nd Vice President. Citizens Securities serves a diverse 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 using proprietary algorithms and a Managed Account program.

Daniel Dietrich is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining AE Wealth Management in 2025, he worked at Encompass More Asset Management LLC and Alto Financial Group, where he is currently registered as an agent for life insurance and fixed/fixed-indexed annuity sales. 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 emphasizes standardized model and platform services and manages approximately $49.8 billion for over 127,000 clients.

Zachary Dorste is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and Key Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary programs and is wholly owned by Citizens Bank, N.A.

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 at Citizens Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Citizens Securities in 2017, she worked for 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. The firm offers investment advisory programs, brokerage, and insurance services, including a proprietary Bank Deposit Sweep Program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

Gregory Walsh is a CFP®-certified financial advisor at Citizens Securities, Inc. with 11 years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. for seven years, as well as Scottrade and PNC Investments. Outside of his advisory role, he has experience selling items on eBay as a side business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm provides investment management through a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

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.

Stephen Rifenburgh is an advisor at Guardian Life and holds Series 63 and Series 66 credentials. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios.

Crystel Leidy is a financial advisor at Key Investment Services LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers portfolio management and model-based advisory products through a network of financial professionals, utilizing a multi-provider platform and integration with KeyCorp affiliates.

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 Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at both Merrill and Bank of America since the late 1990s and 2009, respectively. Merrill serves a broad range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutions. The firm offers managed account programs, discretionary portfolio management, brokerage execution, and custody services, supported by a range of program strategies and a CIO-governed platform for manager selection and oversight.

Darren Smith is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. He previously worked at Ameriprise Financial Services and Commercial Bank and Trust of PA. Outside of his advisory role, he is involved with Pakos Wealth Management as a junior financial professional. Cetera Investment Advisers LLC serves a broad 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 large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.

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 seven years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial since 2019 and previously worked at The BonTon Stores, Inc. from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning that addresses a wide range of topics without portfolio management or institutional advisory services.

Robert Roskosh is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling.

William Riley is a financial advisor with Wells Fargo Advisors in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Riley is also the owner of Riley Financial Strategies Group LLC and serves as a trustee for associated family and employee benefit trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations for clients.