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Mark G

Series 63, Series 65

Allison Park, PA

OSAIC Institutions, INC.

Mark Ganung is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Infinex Investments, Inc., FIRST Commonwealth Bank, Uvest Financial Services Group, Inc., and GA Financial Strategies LLC. Ganung also serves as Senior Vice President at FIRST Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a range of service and distribution arrangements.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Mark K

Series 66

Wexford, PA

Private Advisor Group, LLC

Mark Kelly is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked with Private Advisor Group, LLC since 2012 and has been affiliated with LPL Financial, LLC since 2008. Outside of his advisory roles, he is involved in diversity training through a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Cassandra B

Series 66

Sewickley (Wexford), PA

Janney Montgomery Scott

Cassandra Beres is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and four years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked at The Clubhouse Gibsonia. Outside of her advisory role, Beres serves as treasurer for the Saxonburg Area Baseball Association and as secretary for the Knoch Football Boosters in Renfrew, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and a range of advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Samuel A

Series 63, Series 66

Sewickley, PA

&PARTNERS

Samuel Annaian is a financial advisor with \u0026PARTNERS in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked for nine years at PNC Investments, LLC before joining \u0026PARTNERS in 2025. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and includes proprietary and third-party strategies in its portfolio management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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David F

Series 63, Series 65

Cranberry Township, PA

PNC Wealth Management

David Fahrenthold is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2006. Outside of his advisory role, he is the owner of Sweet Starts, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Braden M

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Braden Mc Canna is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at LPL Financial and Equitable Advisors, and has experience in healthcare and education sectors. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory programs and financial planning services through an open-architecture approach that integrates multiple third-party platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Michael F

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Michael Fitzgerald is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His prior experience includes six years at Riversource Distributors before joining PNC Investments in 2020. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and managed mutual fund and ETF strategies.

Passive / index investing Active portfolio management Wealth management Executive
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Tyler F

Series 66

Butler, PA

GWN Securities Inc.

Tyler Funk is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at GA Investment Management and Lions Gate Wealth Management. Outside of advisory work, he is involved in life insurance sales through a related business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including both traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Jackson C

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Jackson Catanzaro is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Western Wealth Management LLC and LPL Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, employing an open-architecture approach that integrates multiple platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Thomas S

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors

Thomas Siegfried is a financial advisor at Valic Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Diehl Toyota of Butler. Outside of his advisory role, he is affiliated with AGIA, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using third-party models and technology, managing approximately $29.2 billion across more than 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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August C

ChFC®, Series 63

Wexford, PA

Kestra Advisory

August Consiglio Jr. is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Connecticut General Life Insurance Co. Consiglio is also president of Consiglio Financial Group, LLC, where he manages and oversees investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jeffrey H

Series 66

Seven Fields, PA

Valic Financial Advisors

Jeffrey Hofmann is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with VALIC Financial Advisors, Inc. since 2010 and also holds an agent position at Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jeffrey P

Series 66

Sarver, PA

Tlg Advisors, Inc.

Jeffrey Pifer is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 10 years. He is also involved with Pifer Financial Group in Sarver, PA, where he works as an insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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William C

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

William Coates is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at LPL Financial LLC, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets with around 379 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Michael M

Series 63, Series 65

Wexford, PA

T. Rowe Price Advisory Services, Inc.

Michael Moschetta is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Ascensus Broker Dealer Services, CUNA Brokerage Services, CUNA Mutual Group, and Neuberger Berman. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs supported by an online planning tool and telephone access to advisors.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Jonathan H

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Jonathan Hansotte is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Kelley Financial Group and LPL Financial. Hansotte also provided administrative support to Stratos Wealth Partners, Ltd in an investment-related capacity. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an IAR-driven model that combines discretionary and non-discretionary portfolio management with an open-architecture investment approach.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Pearl G

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors

Pearl Graham is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. She has been with VALIC Financial Advisors since 2001 and is also involved as the Supervisory Committee Chairperson of her local credit union, where she assists with annual audits and compliance testing. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jennifer Z

Series 66

Seven Fields, PA

PNC Wealth Management

Jennifer Zimmel is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds the Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Mark S

Series 63, Series 65

Sewickley (Wexford), PA

Janney Montgomery Scott

Mark Scholl is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott in various roles since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jacob F

Series 63, Series 65

Allison Park, PA

Kestra Advisory

Jacob Forschein is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has six years of industry experience. He previously worked at Intervest International Equities Corp and Westinghouse Electric Company. Forschein serves as Board President of Steel City Shakespeare, a nonprofit theater organization focused on community education and productions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary services, plan design, and employee education, utilizing multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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