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.

Mason Pascoe is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services. Outside of finance, he has business experience with Vinoski Winery. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm combines advisory programs with brokerage and insurance product sales, utilizing model portfolios, third-party asset managers, and a collateralized lending program.

Arron Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Alliance Rx Walgreens Prime and served in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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.

Christopher Butsko is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding the Series 66 designation and bringing 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

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.

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.

Jack Ellenberger is a CFP® with 20 years of industry experience, currently with Robert Baird & Co. since 2022. He previously worked at Hefren-Tillotson, Inc. starting in 2009. He serves as a Finance and Investment Committee member and volunteer at the Greater Pittsburgh Community Food Bank and is also an Investment Committee member at Grow Pittsburgh. Robert Baird & Co. is a large institutional firm offering a range of wealth management services to individuals, businesses, pension plans, and charitable organizations. The firm employs manager-traded and model-traded strategies, tax management, and proprietary research, managing approximately $394 billion in assets as of December 2025.

Sean Knapp is a financial advisor at LPL Financial with 38 years of industry experience. He previously worked at Harvest Financial Corporation for 36 years and has been involved with Fuhrer’s, Inc. in Pittsburgh since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.

Mary Puzak is a financial advisor at LPL Financial with 37 years of industry experience. She holds a Series 63 designation and has worked previously at Trustmont Financial Group for 22 years. In addition to her advisory role, she operates a tax preparation and accounting service under Puzak Wegley Financial. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support both discretionary and non-discretionary management approaches.

Jennifer Susco is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she serves as vice president and treasurer of the Georgetown University alumni club in Washington, D.C., where she supports alumni and students with career navigation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.