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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.
Angelo C
Series 63, Series 65
Fairchance, PA
Ameritas Advisory Services, LLC
Angelo Cilia is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Ameritas Advisory Services since 2021 and is also involved with Canvas Financial and CF Advisors Group LLC. Outside of his advisory work, he appraises and evaluates coin collections for estates and individuals. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolios including model-based allocations, mutual funds, ETFs, and individual securities, and operates multiple program platforms supported by third-party technologies and managers.
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 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.
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.
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 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 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.
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.
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.
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.
Jeffrey M
Series 63, Series 65, Series 66
Charleroi, PA
LPL Financial
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 S
Series 63, Series 65
Lemont Furnace, PA
OSAIC
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 K
Series 63, Series 65
Uniontown, PA
OSAIC
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 S
Series 66
Mt. Pleasant, PA
OSAIC
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 D
Series 66
Mt. Pleasant, PA
Cetera
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 J
Series 66
Monongahela, PA
LPL Financial
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.
Heidi G
Series 66
Hopwood, PA
LPL Financial
Heidi Gum is a financial advisor with LPL Financial who holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Fields Financial Services, Northwestern Mutual, and West Virginia University. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering financial planning, asset management, and retirement advice to individuals, institutions, and banks through a large network of investment adviser representatives.
Donald F
Series 63, Series 65
Connellsville, PA
Cambridge Investment Research Advisors
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 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.
Michael K
Series 66
California, PA
Edward Jones
Michael Kanalis Jr. is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent 15 years at PennWest University (California University of PA). He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Chad N
CFP®, Series 66
Charleroi, PA
Edward Jones
Chad Novotney is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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