Gennaro Marsico is a financial advisor with Raymond James & Associates, holding a Series 66 credential and offering 21 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, he is a partner in Tesera LLC, an LLC involved in owning undeveloped real estate for potential future development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Emmett Santillo is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Outside of his advisory role, he serves as Chairperson on the three-member elected board for North Sewickley Township, where he participates in the water authority and planning commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mellor is a financial advisor with LPL Financial in Ambridge, PA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2013, with prior roles at PNC Wealth Management, Uvest Financial Services Group, Inc., and BNY Mellon Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Mischik is a financial advisor at Edward Jones in Sewickley, PA, holding a Series 63 designation with nine years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo Clearing Services LLC, and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment solutions.

Theresa Sims is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisors and Cetera Investment Services LLC since 2016. Prior to that, she was with The Huntington Investment Company and Edward Jones. Outside of her advisory role, she works as an independent real estate agent with RE/MAX Select Realty and is involved in fixed life insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a range of program options and investment strategies.

Maria Corradi is a financial advisor with Raymond James Financial and holds the Series 66 designation. She has 10 years of industry experience, including a decade at Janney Montgomery Scott before joining Raymond James in 2025. She serves as a board member of the Beaver County Children & Youth Advisory Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jarrett Watson is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 credentials. He has one year of industry experience at LPL Financial, with prior roles at Bristol Capital Management LLC, Alan Lancz & Associates, Creighton University, and Cavallino Capital, LLC. Outside of his advisory work, he is involved with Pence Financial Group, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,900 advisors and extensive operational tools.

Jonathan Kelly is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. His work history includes roles at Cellular Sales and AT&T, alongside his longstanding affiliation with Primerica Financial Services since 2012. He is involved in sales of investment-related products and also participates in part-time referral activities for home security, automation, and loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program using model-based strategies managed by third-party asset managers, supported by custodial and trade execution services.

Carly Lyons is a financial advisor with Stifel in Beaver, PA, holding the Series 66 designation and bringing 23 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Janet Rinker is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at PNC Investments and PNC Bank. Outside of her advisory role, she is also an insurance agent and employee at Gratton & Kerr Financial Group LLC, providing insurance and advisory services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using advanced software tools and provides access to various investment and planning programs.