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Matthew R

Series 63, Series 66

Hermitage, PA

Raymond James Financial

Matthew Ristvey is a financial advisor with Raymond James Financial in Hermitage, PA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Raymond James Financial and its affiliate, Raymond James Financial Services, since 2011. Outside of his advisory role, he serves as treasurer for the Hermitage School Board and is involved in local condominium association governance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert A

Series 63, Series 65

Hermitage, PA

Raymond James Financial

Robert Asmus Jr. is a financial advisor at Raymond James Financial with 55 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James since 2021, as well as previously at Wells Fargo Clearing. His other business activities include a non-owner advisory role at the Ristvey Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tyler W

Series 66

Greenville, PA

OSAIC

Tyler Wasser is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and has worked with firms including Grenville Savings Bank and Citizens Securities, Inc. Outside of his advisory role, he is a Notary Public. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach utilizing asset allocation, portfolio optimization, and various managed account strategies.

Annuities Private / alternative investments
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Joshua S

Series 63, Series 66

Hermitage, PA

Cetera

Joshua Stelle is a financial advisor with Cetera in Hermitage, PA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2018 and has held a role at First National Bank of PA since 2003. Outside of his advisory work, he serves as the treasurer for Eintracht Maennerchor, a position that requires dual signatures. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors and supports multiple program structures and custodial arrangements.

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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Noah R

Series 66

Greenville, PA

OSAIC

Noah Richardson is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth, INC and Henegan Financial Services since 2024. Prior to his advisory career, he gained experience in various roles outside of finance. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Annuities Private / alternative investments
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