Clyde Tommelleo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory work, he is involved in fixed insurance products through his business, Tommelleo & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

Joseph Thomas Jr. is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and bringing 24 years of industry experience. His career includes roles at Securities America, Sterne Agee, and Diversified Advisors. Outside of advising, he serves as Board President for a social services organization and has been involved in local civic and builder associations. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and various investment platforms. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Damion Barrett Jr. is a financial advisor at Ameriprise with the Series 66 designation and two years of industry experience. He has held various roles, including positions at Butler County Community College, Marshall’s, and Kent State University prior to his current advisory role. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings are supported by investment research, third-party data, and algorithmic tools, with implementation executed on a non-discretionary basis.

Francis Magno is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and also has a long tenure at First National Bank of PA since 2002. Magno serves as a board member of the Enon Valley Rod and Gun Club, a nonprofit sportsman club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options, supported by a large nationwide network of advisors.

Victoria Whelan is a financial advisor at Ameriprise with five years of industry experience. She has been with Ameriprise since 2016 and previously worked at JCPenney from 2015 to 2017. Outside of her advisory role, she is involved in managing an advisory business under 313 North Market Street, LLC. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers ongoing, non-discretionary advice through a centralized consulting team.

Marion Bridegam is a financial advisor with Edward Jones in Grove City, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Marion worked at Gordon Food Service for fifteen years. Outside of advisory work, Marion serves as a board member of The Bridegam Family Farm LLC in Columbia City, IN, and participates as a team member at Poland United Methodist Church in Poland, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and strategies, combining a large nationwide advisor network with affiliated investment and lending capabilities.

Daniel Sherman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sherman serves as an elected Township Auditor in Slippery Rock, PA. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and integrates various investment managers, model providers, and overlay managers to implement portfolios.

Melissa Cogswell is a financial advisor with Ameriprise in Sandy Lake, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is a W-2 employee managing an advisory business related to investment activities. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily to clients with assets managed through Ameriprise accounts.

Eugene Gabriel is a financial advisor with Ameriprise in New Castle, PA, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gabriel serves on the board of directors for Cray Family Youth Services, a nonprofit organization. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joseph Gunn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Metlife Securities Inc. based in New Castle, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Craig Caldwell is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Caldwell is involved in the food and beverage industry as the owner of Smoke & Shine, a catering business specializing in smoked meats, and serves as CEO of a distillery in Slippery Rock, PA. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Norman Ballard Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, Ballard is involved in film production and screenwriting as president and executive producer of Barefloor Productions, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide customized recommendation reports. The firm serves high-net-worth clients through a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Krisuk is a financial advisor with Ameriprise in Pulaski, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner and vice president of Diamond Strategic Solutions, a business used for bill payment and payroll management. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joshua Schroder is a financial advisor with Ameriprise in New Wilmington, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for eight years at NursingABC, Inc. He is also employed as an associate financial advisor with 313 North Market Street, LLC, a business owned by the Ameriprise franchise owner he works under. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficient strategies to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michele Obenauf is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliates since 2019. Prior to that, she was with First National Bank of Pennsylvania from 2006 to 2018. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning, and retirement services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Christy Verenski is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sterne Agee Investment Advisor Services and Securities America. Verenski serves as a board member and secretary for the United Way of Lawrence County. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Jon Denman is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Sonntag is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. His practice is based in New Castle, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, with a focus on Ameriprise-managed accounts.

Robert Hoskin is a CFP®-certified financial advisor with Ameriprise in Grove City, PA, bringing 45 years of industry experience. He has been with Ameriprise since 2013 and serves as president of the Board of Directors for Pine Valley Bible Camp. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations primarily for individuals approaching or in retirement.

Brian Taylor is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2005. His career includes 15 years with Ameriprise Financial Services, Inc. and six years with Ameriprise. Outside of his advisory role, he owns and manages businesses related to office properties in New Wilmington, PA. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.