Owen Kegel is a financial advisor with Ameriprise in Indiana, PA. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Ameriprise, he worked at S&T Bank for three years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Vincent Hanig is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. In addition to his advisory role, he serves as a private banker at S&T Bank and is involved in youth care, assisting with behavioral management and administrative tasks at a group home. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tyler Pakos is a financial advisor with Cetera in Latrobe, PA, holding a Series 66 designation and four years of industry experience. He also serves as a partner and owner of MNDFL Meal Prep, a business producing and delivering single-serve healthy meals. Pakos has been involved with Pakos Wealth Management, Inc. since 2022 and provides consulting services for Parquette, Shaffer & Associates CPAs, PC. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm offers a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing both discretionary and non-discretionary program structures.

Jessica Geary is a financial advisor with LPL Financial in Latrobe, PA, holding a Series 66 credential and 11 years of industry experience. She has worked with LPL Financial since 2019 and previously at SagePoint Financial. Outside of her advisory role, she co-founded GO2GOAL, a nonprofit organization, where she serves on the board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Jared Gerger is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Compass Financial Partners and RBC Capital Market, as well as multiple positions at Lake Forest College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations, through a large national network. The firm offers various advisory programs and financial planning services, with a focus on both discretionary and non-discretionary management supported by in-house and third-party research.

William Urbanik is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2019 and previously was associated with Sagepoint Financial and Go2Goalus, LLC, where he co-founded a nonprofit board. Urbanik also maintains other business activities, including leadership roles in wealth management and real estate development ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and both discretionary and non-discretionary management options.

Christopher Pakos is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has a background that includes ownership and leadership roles in Pakos Wealth Management, Inc., as well as consulting work with Parquette And Associates, CPAs, PC. Pakos also operates his own accounting and tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Curtis Colaianne is a financial advisor with Cetera, holding CPA credentials and several years of experience in accounting and tax services across multiple firms. He is currently involved with Pakos Wealth Management and owns several accounting-related businesses, including Colaianne & Company CPA, PLLC, and Ron Miller CPA, PLLC. Outside of his advisory work, he serves as chair of the finance committee at Paradise Church in Latrobe, PA. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and a range of program options.

Nathaniel Ramsay is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise and John Hancock in various capacities. Ramsay also holds a real estate license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

James Hergenroeder is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns LaurelBeth Advisors LLC and serves as co-trustee for his mother's family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including cash-flow, retirement, and wealth-transfer planning, utilizing Wells Fargo’s research and tools to deliver tailored recommendations.

Marshall Dietz is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Securities America, Inc., Securities Service Network, and Blue Chip Financial Group. Dietz also serves as an agent for Highland Capital Brokerage, where he sells term life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, employing various investment tools and third-party platforms to construct and manage portfolios.

Scott Weber is the Associate Resident Director of the Indiana, Pennsylvania office and team leader of the Mackey Weber Group within Merrill. He brings over 26 years of experience in the financial services industry, including nearly eight years in banking prior to his current role. Scott and his team focus on client needs such as services for endowments, foundations, and non-profits, employee financial health, and personal retirement planning. Scott earned both his Bachelor's and Master's degrees from Indiana University of Pennsylvania. He holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Accredited Asset Management Specialist (AAMS) designations. He also maintains multiple FINRA registrations as well as licenses for Life/Health and variable insurance products. Active in his local community, Scott participates in organizations such as the Indiana County Community Action Program, Indiana County Endowment, and St. Thomas More University Parish. He lives in the Indiana area with his wife and two children, where they are engaged in church and volunteer activities. Outside of work, Scott has interests in football, music, and singing.

Kelly Perney is a financial advisor with Osaic Wealth, Inc. based in New Alexandria, PA. She holds the Series 66 designation and has eight years of industry experience. Her prior roles include positions at Mosaic Wealth Consulting, Indiana First Savings Bank, and First Commonwealth Bank. Outside of her advisory work, she is a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various tools and strategies to construct portfolios tailored to client needs.

Geri Defilippi is a financial advisor with Edward Jones in Indiana, PA, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Arthur Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Securities America Advisors, Inc., SSN Advisory Inc., and Blue Chip Financial Group, where he has been active since 1995. Dietz serves as President of the Board for the Foundation for the Arc of Indiana County, a nonprofit supporting individuals with intellectual challenges. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party services to manage portfolios across various asset classes with discretionary and non-discretionary options.

Mauricio Sanchez Rodriguez is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he held positions at Seven Springs Mountain Resort and Saint Vincent College. Outside of his advisory role, he works as an independent contractor delivery driver for DoorDash. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team.

Donald McDade is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously spent 21 years with Lincoln Financial Advisors. In addition to his advisory role, he is involved in managing a financial planning and insurance practice under the name Mosaic Wealth Consulting and holds ownership in a business that manages expenses related to fixed life insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset allocation and portfolio construction tools and supports multiple advisory platforms and legacy programs.

Edward Gaskey is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of advising, he is involved in managing businesses related to commercial property development and administrative support for his financial planning practice. Ameriprise serves clients primarily through its retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide non-discretionary, written recommendations delivered in partnership with its financial advisors.

Shawn Steffee II is a financial advisor with Ameriprise in Indiana, PA, holding a Series 66 designation and two years of industry experience. His prior positions include roles at LPL Financial, OSAIC, Lincoln Financial Advisors, Mosaic Wealth Consulting, and S&T Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Donna Yvanek is a financial advisor with Merrill in Indiana, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Merrill since 2006 and Bank of America since 2011. Yvanek serves as a committee member of Quota International of Indiana, PA, a nonprofit organization supporting women, children, and individuals who are deaf or hard of hearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.