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Tiffany G

Series 63, Series 65

Uniontown, PA

Cetera

Tiffany Guittap is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at OSAIC Institutions, Mid Penn Bank, and WesBanco Securities. She serves as chair of the Fayette Advisory Board at Penn State University and holds leadership roles in local high school sports booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party managers, supporting discretionary and non-discretionary authorities across multiple program structures.

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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Mark L

Series 63, Series 65

Perryopolis, PA

LPL Enterprise

Mark Lyons is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2004. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Tax-loss harvesting
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Derek M

Series 66

Uniontown, PA

Edward Jones

Derek Murray is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles including positions at Tristar Motors and University Motors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor and branch network as well as affiliated services such as a trust company and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Austin N

Series 66

Perryopolis, PA

LPL Enterprise

Austin Naser is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has prior work history with The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes roles at Waynesburg University and Trinity High School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Tax-loss harvesting
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Evan H

CFP®, ChFC®, Series 65, Series 63

Perryopolis, PA

LPL Enterprise

Evan Haines is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products.

Tax-loss harvesting
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Randal F

Series 63, Series 65

Hopwood, PA

LPL Financial

Randal Fields is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked for Royal Alliance Associates, Inc. for 27 years prior to joining LPL Financial in 2023. Outside of his advisory work, he owns the Hopwood Shotokan Karate Club, where he is involved as a business owner. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James G

Series 63, Series 66

California, PA

Edward Jones

James Gwyer is a financial advisor with Edward Jones in California, PA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as President of the Bethlehem Center School District Board and is a board member for Center in the Woods in Brownsville, PA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph M

Series 63, Series 65

Mount Pleasant, PA

OSAIC

Joseph Malego Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fortis Investors, Inc. since 1992. Outside of his advisory role, he is involved in the insurance business and provides tax preparation services through his Mount Pleasant Insurance Center. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process and supporting multiple account types and third-party managers.

Annuities Private / alternative investments
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Christopher M

Series 66

Connellsville, PA

LPL Financial

Christopher Mickey is a financial advisor with LPL Financial based in Connellsville, PA. He holds a Series 66 designation and has three years of industry experience. Christopher has worked at LPL Financial and Waddell & Reed, Inc., and he is also the business owner of Bianco Enterprises, LLC. Additionally, he serves as choir director and organist at Saint Rita Church of the Roman Catholic Diocese of Greensburg. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party models alongside various institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Edward C

Series 63, Series 65

Lemont Furnace, PA

OSAIC

Edward Capuzzi Jr. is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he worked at SagePoint Financial, Inc. for 14 years. He serves as a board member of the Community Foundation of Fayette County, where he is involved with scholarships and grants. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of third-party and proprietary investment strategies.

Annuities Private / alternative investments
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Justin R

Series 63, Series 66

Hopwood, PA

LPL Financial

Justin Revak is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and fifteen years of industry experience. His career includes roles at Key Investment Services, Cetera Investment Services, and First National Bank of Pennsylvania. He is also associated with Fields Financial Services, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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August M

Series 66

Rostraver Twp, PA

LPL Financial

August Malekovich is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Fundamental Advantage and Waddell & Reed, Inc. He has also been involved with various insurance carriers and operated Malekovich Properties for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Max H

Series 63

Connellsville, PA

Cambridge Investment Research Advisors

Max House Jr. is a Series 63-credentialed financial advisor with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018, and previously spent 18 years at Trustmark Financial Group. Outside of his advisory role, House serves as President of the Connellsville Chamber of Commerce, sits on the board of Highlands Hospital, and is involved with the FayPenn Economic Development Council. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management across multiple platforms, supports third-party advisers and sub-advisors, and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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William H

Series 66

Charleroi, PA

Cetera

William Hecklick III is a financial advisor with Cetera who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Ameriprise and WesBanco Securities, and he currently owns several businesses, including Speer Street Financial and CPA To Fa LLC, through which he coaches CPAs and tax professionals transitioning into financial planning. Hecklick also manages The 412 Collection, an online collectibles business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. It offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with access to affiliated and third-party investment strategies.

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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Harry B

Series 66

Perryopolis, PA

LPL Enterprise

Harry Beck III is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at Prudential-related firms and has experience outside finance including work at Herrmans Ground Maintenance and the University of Pittsburgh at Johnstown. His current role involves providing advisory services through LPL Enterprise. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm uses model-driven investment implementation and provides access to third-party asset managers and a range of financial planning and consulting services.

Tax-loss harvesting
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Karen G

Series 66

Smock, PA

Thrivent Investment Management

Karen Gould is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as the Handbell Choir Director at St. Paul's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options through its WealthPlan program while maintaining separate services.

Business ownership considerations
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Kenneth K

Series 63, Series 65

Mt. Pleasant, PA

OSAIC

Kenneth Kovalchuk is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at OSAIC since 2018 and previously spent two years with Signator Investors, Inc. Outside of his advisory role, he is president of Financial Solutions Group, a corporation involved in financial services operations and management. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed account options and third-party investment strategies.

Annuities Private / alternative investments
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