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Melissa H

Series 66

Uniontown, PA

Janney Montgomery Scott

Melissa Herron is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2009. Outside of her advisory role, she serves on the Development Committee for the Touchstone Center for Crafts in Farmington, PA. Janney Montgomery Scott is a large 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, planning, consulting, and advisory services.

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

Series 63

Uniontown, PA

Wealth Enhancement Advisory Services, LLC

William Bush is a financial advisor at Wealth Enhancement Advisory Services, LLC with 56 years of industry experience. He previously worked at BPU Investment Management, Inc. and LPL Financial. He serves as a board member of the Fayette County Assessment Appeals Board in Pennsylvania. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across risk classes, supported by quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Devan W

CFP®, Series 66

Uniontown, PA

Wealth Enhancement Advisory Services, LLC

Devan White is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, LLC and BPU Investment Management, Inc. Outside of his advisory work, he owns a real estate rental business in Perryopolis, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Laura W

Series 63, Series 65

Uniontown, PA

Janney Montgomery Scott

Laura Williams is a financial advisor with Janney Montgomery Scott in Uniontown, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Janney since 2005. Outside of her advisory role, she serves on the board of the Mon Valley Regional Chamber of Commerce, participating in local business events and community activities. Janney Montgomery Scott LLC is a 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, corporate sponsors, and municipal clients, offering a range of financial planning, brokerage, and advisory services supported by in-house and third-party portfolio management.

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

Series 66

Monongahela, PA

Key Investment Services LLc

Lukas Goehring is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has four years of industry experience, including roles at KeyBank and Saint Vincent College prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating with affiliated entities such as KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Daniel S

CFP®, Series 66

Uniontown, PA

Wealth Enhancement Advisory Services, LLC

Daniel Sickelsmith is a CFP® professional with one year of experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Walmart and Shoppers Value Foods. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large network of advisors, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee and various implementation tools.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph P

Series 63, Series 65

Mt Pleasant, PA

Key Investment Services LLc

Joseph Price is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. Joseph serves as a power of attorney for his father, who is a client of Key Investment Services, assisting with general financial decisions without compensation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee models, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and it operates within the KeyCorp group with affiliated banking and capital markets connections.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Daniel O

Series 63, Series 65

Belle Vernon, PA

PNC Wealth Management

Daniel Odonnell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and discretionary model accounts implemented via approved third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Michael T

Series 66

Uniontown, PA

Janney Montgomery Scott

Michael Tetteris is a financial advisor at Janney Montgomery Scott with the Series 66 designation and four years of industry experience. Prior to joining Janney in 2021, he worked at Invacare Corporation and Philips Respironics. He is a member and Senior Warden of the Free and Accepted Masons of Pennsylvania Lodge #252 and serves on the financial panel of the Grand Lodge of Pennsylvania Free and Accepted Masons, providing volunteer financial consultations. Janney Montgomery Scott 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, offering brokerage services, financial planning, consulting, and multiple advisory programs with a combination of in-house and third-party portfolio management.

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

Series 63, Series 66

Uniontown, PA

Janney Montgomery Scott

John Coleman is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2005. Outside of his advisory role, he is a 50% owner of Colebrook Chocolate Co., a chocolate manufacturing and retail business, and serves on several local boards, including Highlands Hospital, Fayette County Cultural Trust, and Fayette County Sports Hall of Fame. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, combining in-house and third-party portfolio management across multiple platforms.

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

Series 66

Uniontown, PA

Janney Montgomery Scott

Angela Danko is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott and its affiliated entities since 2018. Prior to her advisory career, she worked at Highlands Hospital for sixteen years. 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, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

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

Series 66

Belle Vernon, PA

LPL Enterprise

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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jeffrey M

Series 63, Series 65, Series 66

Charleroi, PA

LPL Financial

Jeffrey Mendola is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and involvement with the Mon Valley Regional Chamber of Commerce. He is also active as an insurance agent with Modern Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolio options.

College savings (529s, UTMA, etc.)
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Timothy S

Series 63, Series 65

Lemont Furnace, PA

OSAIC

Timothy Sepsi is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Sagepoint Financial, Inc., Waddell & Reed, Inc., and various insurance carriers, alongside managing a personal business, Sepsico, LLC. He serves as a board member of Owl's Club, a social organization involved in community maintenance and events. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and platforms. The firm integrates brokerage, advisory, financial planning, and managed account services using quantitative tools and multiple investment vehicles.

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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Mark K

Series 63, Series 65

Uniontown, PA

OSAIC

Mark Kovacs is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at FSC Securities and Cambridge Investment Research Advisors. Kovacs also operates as an independent insurance agent offering fixed life insurance and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing sophisticated asset-allocation tools and a range of investment options across multiple platforms.

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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Susan S

Series 66

Mt. Pleasant, PA

OSAIC

Susan Svazs is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024, with prior experience at Financial Solutions Group, Osaic Wealth, Schweitzer Engineering Labs, and the University of Idaho. Svazs is involved with Financial Solutions Group in a marketing and analysis role related to technology support and customer service. OSAIC serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of investment tools and manages portfolios across various asset classes, accommodating discretionary and non-discretionary accounts with client-imposed restrictions.

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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Michael D

Series 66

Mt. Pleasant, PA

Cetera

Michael Dowling is a financial advisor with Cetera in Mt. Pleasant, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Cetera since 2014 and has previous experience at Standard Bank. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large nationwide network of independent advisors.

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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Carly J

Series 66

Monongahela, PA

LPL Financial

Carly Jenkins is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Ic Advisory Services Inc and The Investment Center Inc. Outside of her advisory role, she is involved with Jenkins Tax, Accounting & Financial Services. 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 alongside research-supported model portfolios and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Donald F

Series 63, Series 65

Connellsville, PA

Cambridge Investment Research Advisors

Donald Fetsko Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held positions at Trustmont Financial Group and Citizens Securities. Outside of his advisory role, he serves as Marketing Director for a family-owned business, A&I Fire. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.

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

Series 63, Series 65, Series 66

Brownsville, PA

RBC Capital Markets

Melanie Illar is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with UBS Financial Services from 2012 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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