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David S

Series 63, Series 65

Hermitage, PA

Raymond James Financial

David Stabile is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 65 designations and has 45 years of industry experience. Prior to joining Raymond James in 2020, he worked at Merrill Lynch for nine years and has been associated with FINRA since 2010. Outside of his advisory role, he serves as a director on the Sharon Sanitary Authority board. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.

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

Series 66

Greenville, PA

OSAIC

Zachary Henegan is a financial advisor with OSAIC based in Greenville, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Royal Alliance Associates since 2017 and operates Henegan Financial Services, a sole proprietorship focused on research and office administration. Prior to his financial services career, he worked for Pennsylvania State DCNR from 2013 to 2016. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed-account platforms. The firm employs asset-allocation tools and automated rebalancing and supports multiple investment vehicles managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael S

Series 63, Series 65

Sharon, PA

LPL Financial

Michael Sirianni is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Before joining LPL Financial in 2025, he worked for Stifel Independent Advisors, LLC for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jeremy E

Series 63, Series 65

Sharon, PA

Ameriprise

Jeremy Evans is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Good Life Advisors, LLC and LPL Financial, LLC for a combined total of over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on extensive investment research and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lewis R

Series 63, Series 66

Hermitage, PA

Raymond James Financial

Lewis Rosa III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been associated with Raymond James and the Ristvey Investment Group since 2011. Outside of his advisory role, he serves as a board member on the Finance and Investment Committee for Shenango Valley Catholic School System. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Sharon, PA

Ameriprise

Joseph Trani is a financial advisor with Ameriprise in Sharon, PA, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016, including his current role starting in 2020, and is also involved with PGP LLC, where he assists with general office operations. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Donald R

Series 63

Hermitage, PA

Cetera

Donald Reed Jr. is a financial advisor with Cetera in Hermitage, PA, holding a Series 63 designation and 32 years of industry experience. He has been associated with Cetera since 2004 and operates Reed & Reed Associates, Inc., an accounting and income tax service, where he is a CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

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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David W

Series 63, Series 65

Hermitage, PA

LPL Financial

David Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with LPL Financial since 2010. Wright has business interests including a separate entity, Invest Wright LLC, which is not investment-related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Matthew D

Series 63

Hermitage, PA

Cetera

Matthew Dailey is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He has been with Cetera since 2006 and is also a part owner of Reed & Reed Associates, Inc., an accounting and income tax services firm where he works as a CPA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary program options.

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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Craig D

Series 66

Grove City, PA

Edward Jones

Craig Denman is a financial advisor with Edward Jones in Grove City, PA, holding a Series 66 license and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

Retirement income strategy Business exit / sale strategy General estate planning guidance Retirement withdrawal strategies Planning for children with special needs Retired Founder/Business Owner Executive
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Mark S

Series 63, Series 65

Hermitage, PA

LPL Financial

Mark Steen is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, he is involved with Compound Teamwear, an apparel business based in McDonough, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Robert K

Series 66

New Castle, PA

Edward Jones

Robert Kwiat Jr. is a financial advisor with Edward Jones in New Castle, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for 17 years with the Wilmington Area School District. Outside of his advisory role, he coaches the 8th grade boys basketball team at Neshannock Junior/Senior High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its large network of advisors and branches, as well as its affiliated capabilities including trust services and proprietary mutual funds.

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

Series 63, Series 66

Hermitage, PA

Edward Jones

Lee Schmidt is a financial advisor with Edward Jones in Hermitage, PA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 30 years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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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 Services Advisors, Inc. with 55 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.

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 previously worked at Grenville Savings Bank, Citizens Securities, Inc., Citizens Bank, and Waddell & Reed, Inc. Outside of his advisory role, he is a Notary Public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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 a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Henegan Financial Services and Sheetz. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to various managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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