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Harry B

Series 66

Perryopolis, PA

LPL Enterprise

Harry Beck III is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at Prudential-related firms and has experience outside finance including work at Herrmans Ground Maintenance and the University of Pittsburgh at Johnstown. His current role involves providing advisory services through LPL Enterprise. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm uses model-driven investment implementation and provides access to third-party asset managers and a range of financial planning and consulting services.

Tax-loss harvesting
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Matthew M

CFP®, Series 66

North Huntingdon, PA

LPL Financial

Matthew Moyer is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. He has worked with firms including Educo Advisor Group, Jacob Cuthbert, and Waddell & Reed Inc. Outside of advising, he is involved in a business called Wealth Coach Financial 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and various strategy options.

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

Series 66

Irwin, PA

Cambridge Investment Research Advisors

Colton Hearn is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research since 2019, as well as at Duncan Financial Planning Advisors since 2026. Outside of his advisory role, Hearn coaches financial education workshops. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of account platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Geoffrey A

Series 65, Series 66

Irwin, PA

Cambridge Investment Research Advisors

Geoffrey Alberstadt is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 65 and Series 66 designations. His prior experience includes roles at PNC Investments, PNC Bank, and eMoney Advisor. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Garrett B

Series 65, Series 63

Irwin, PA

Ameriprise

Garrett Britton is a financial advisor at Ameriprise Financial Services, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at S&T Bank and Owens-Illinois. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning 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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Joseph D

Series 63, Series 65

Irwin, PA

LPL Financial

Joseph Dorrycott is a financial advisor with LPL Financial in Irwin, PA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Oppenheimer and Janney Montgomery Scott. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a focus on both discretionary and non-discretionary strategies supported by research and operational technology.

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

Series 63, Series 65

Irwin, PA

Cambridge Investment Research Advisors

Dana Klein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Hefren Tillotson for five years and Lincoln Investment for 17 years. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Karen G

Series 66

Smock, PA

Thrivent Investment Management

Karen Gould is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as the Handbell Choir Director at St. Paul's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options through its WealthPlan program while maintaining separate services.

Business ownership considerations
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Alexander P

Series 63, Series 65

Bethel Park, PA

OSAIC

Alexander Petrovich is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments and PNC Wealth Management. Petrovich leads the Innovative Wealth Team, LLC, an investment-related business focused on sales and marketing of securities, advisory, and insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based approach to asset allocation and portfolio management, supporting various strategies and third-party money manager programs.

Annuities Private / alternative investments
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Kenneth K

Series 63, Series 65

Mt. Pleasant, PA

OSAIC

Kenneth Kovalchuk is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at OSAIC since 2018 and previously spent two years with Signator Investors, Inc. Outside of his advisory role, he is president of Financial Solutions Group, a corporation involved in financial services operations and management. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed account options and third-party investment strategies.

Annuities Private / alternative investments
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Wayne W

Series 63, Series 65

North Huntingdon, PA

Ameriprise

Wayne Washowich is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors and Absolute Capital Management. Outside of his advisory role, he is involved in a business called Paint Parties and More and serves on the board of directors for Tube City Media. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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