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.

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.

Cassidy Fowler is a financial advisor with Cetera Planning Partners in Finleyville, PA. Holding a Series 65 designation, Fowler has one year of experience at Cetera after two years with Avantax Planning Partners and has been involved in financial services since 2019. Outside of advising, Fowler operates a sole proprietorship providing accounting and tax-related services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios constructed from mutual funds and ETFs and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Laura Williams is a financial advisor with Janney Montgomery Scott in Uniontown, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Janney Montgomery Scott since 2005, following a brief tenure at Parker/Hunter Incorporated. Williams serves as a board member of the Mon Valley Regional Chamber of Commerce in Charleroi, PA, participating in local business events and initiatives. 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 clientele through a range of advisory programs and combines in-house portfolio management with third-party managers.

Lukas Goehring is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked primarily with Key Investment Services and KeyBank since 2020. Prior to his financial services career, he held positions at Saint Vincent College and Blackhawk School District. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider platform combining discretionary implementation with manager-designed portfolios and maintains integration with KeyCorp affiliates for additional financial services.

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.

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 previously worked at LPL Financial and Natcity Investments, Inc. He serves as power of attorney for his father, managing certain investment-related financial decisions without compensation. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs and relies on a multi-provider model for portfolio implementation and manager oversight.

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.

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.

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.

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.

Mason Pascoe is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services. Outside of finance, he has worked at Vinoski Winery. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning services.

Jeffrey Mendola is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include work with Waddell & Reed, Inc. and various insurance carriers over a 23-year period, as well as operating his own advisory business. He has also served with the Mon Valley Regional Chamber of Commerce and is active as a licensed insurance agent with Modern Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various research and operational tools.

Timothy Sepsi is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at OSAIC since 2023 and previously at Sagepoint Financial, Inc. and Waddell & Reed, Inc. He manages SEPSICO, LLC, a tax account, and serves on the board of OWL'S CLUB, a social club involved in community activities. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate entities, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation and portfolio management, and it is notable for its scale, complex affiliate structure, and recent consolidation activities.

Mark Kovacs is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cambridge Investment Research Advisors, FSC Securities, and Investors Capital Corp. Kovacs is also active as an independent insurance agent, offering fixed life insurance and annuity products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a broad range of investment and financial planning programs.

Susan Svazs is a Series 66 credentialed financial advisor at Osaic with one year of industry experience. She has been associated with Osaic and its affiliated Financial Solutions Group since 2017. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options including Unified Managed Accounts and third-party money manager programs.

Michael Dowling is a financial advisor with Cetera who holds the Series 66 designation and has 24 years of industry experience. He has been with Cetera since 2014 and previously worked at Standard Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, 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 with access to affiliated and third-party managers.

Carly Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of her advisory role, Jenkins is involved with Jenkins Tax, Accounting & Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of investment options.

Donald Fetsko Jr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at Cambridge Investment Research Advisors, Trustmont Advisory Group, LPL Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as Marketing Director for a family-owned business, A&I Fire. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and custodians, and provides access to both discretionary and non-discretionary management solutions.

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.