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Megan P

Series 63, Series 65

Export, PA

LPL Enterprise

Megan Paull is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation.

Tax-loss harvesting
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William W

Series 66

Greensburg, PA

Morgan Stanley

William Willett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and advanced modeling tools to support client decision-making.

General estate planning guidance
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Jenna M

Series 66

Pittsburgh - Greensburg, PA

Robert Baird & Co.

Jenna Madigan is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has previously worked at Hefren-Tillotson, Inc. and Mine Safety Appliances. Outside of her advisory role, she serves as head volleyball coach at Greensburg Central Catholic High School and is involved with the Westmoreland Elite Volleyball Club. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence, in client advising.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Logan B

Series 66

Pleasant Unity, PA

LPL Enterprise

Logan Byrd is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at Arnold Palmer's Latrobe Country Club and Reed's Auction Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by in-house research and third-party strategists, and it offers access to financial planning, asset managers, and various non-securities products through affiliated entities.

Tax-loss harvesting
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Douglas C

Series 63, Series 65

Greensburg, PA

Ameriprise

Douglas Comin is a financial advisor with Ameriprise in Latrobe, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC before joining Ameriprise. Outside of his advisory role, he occasionally serves as an ordained substitute minister and is a self-published author of a religious book. Ameriprise provides retirement-income planning services tailored to clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mitchell N

CFP®, Series 66

Export, PA

LPL Financial

Mitchell Niderstros is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. His prior work includes roles at Robert Baird & Co., Hefren-Tillotson, and Dollar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew E

Series 63, Series 66

Greensburg, PA

Ameriprise

Matthew Eisenhuth is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ameriprise and its related entities since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tyler B

Series 65, Series 63

Greensburg, PA

Ameriprise

Tyler Becker is a financial advisor at Ameriprise with Series 65 and Series 63 credentials. He began his career in financial services in 2023 after prior experience at United Bank and roles during his time at Saint Vincent College and South Union Township. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jason M

Series 65, Series 63

Greensburg, PA

Merrill

Jason Marcieski is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparation for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Jason holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Temple University. He emphasizes an individualized approach, seeking to uncover what matters most to each client and their family in order to create tailored financial strategies that align with their objectives.

General retirement planning Wealth management Income planning
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Keith F

Series 63, Series 65

Latrobe, PA

Cetera

Keith Fulton is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank PA since 2012. Outside of his advisory role, he is a member and manager of KRF Vision LLC, a family optical business, and also engages in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Barry T

Series 66

Greensburg, PA

LPL Financial

Barry Testa is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 credential and has previously worked at Somerset Trust Co., Osaic Institutions, Inc., and AEG Vision. Outside of his advisory role, he is involved in a real estate rental activity in Pennsylvania. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Anthony M

Series 63, Series 65

Export, PA

Cambridge Investment Research Advisors

Anthony Marciano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011 and is also affiliated with Duncan Financial Group LLC. In addition to his advisory roles, Marciano serves as a commissioned pastor in Greensburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jeffery W

Series 63, Series 66

Greensburg, PA

Edward Jones

Jeffery Ward is a financial advisor with Edward Jones in Greensburg, PA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Victor F

Series 66

Greensburg, PA

Wells Fargo Advisors

Victor Fiano is a Series 66-registered financial advisor with 14 years of industry experience, currently at Wells Fargo Advisors in Greensburg, PA. He has been with Wells Fargo Clearing and its affiliated entities since 2015. Mr. Fiano also owns and operates private wealth management practices in Greensburg. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert D

Series 66

Jeannette, PA

Cambridge Investment Research Advisors

Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 13 years of industry experience. Before joining Cambridge in 2023, he worked at PNC Investments and Stifel Nicolaus & Co. He is also the owner of AGL Financial LLC, an entrepreneurial venture separate from his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joseph J

Series 66

Greensburg, PA

Morgan Stanley

Joseph Jansma is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Equitable Advisors, PNC Investments LLC, and PNC Bank, and served in the United States Marine Corps from 2015 to 2019. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that includes firm-approved tools and modeling techniques.

General estate planning guidance
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Robert M

Series 63, Series 65

Blairsville, PA

OSAIC

Robert Myers is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 22 years. Outside of his advisory work, he owns mineral rights that generate royalties from gas wells and also operates as an independent insurance agent offering fixed insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction utilizing various investment vehicles and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John D

Series 63, Series 65

Murrysville, PA

Cambridge Investment Research Advisors

John Daller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 41 years of industry experience. His prior roles include positions at Trustmark Financial Group and Dollar Financial Service. He is also active as an independent insurance agent through several entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm supports independent Financial Professionals with a range of portfolio management options, model-based strategies, and access to both proprietary and third-party investment solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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William E

Series 63

Greensburg, PA

OSAIC

William Esposito is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 14 years. Outside of his advisory role, he officiates high school and summer league baseball and softball as an independent contractor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple investment platforms, including managed accounts and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nicholas D

Series 66

Harrison City, PA

Ameriprise

Nicholas Dolney is a financial advisor with Ameriprise in Harrison City, PA, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in retail and education sectors, including roles at Dick's Clothing and Sporting Goods, McDain Golf Center of Monroeville, and Penn-Trafford School District. Outside of his advisory work, he assists with tax return preparation for a family-owned business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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