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Michael F

Series 63, Series 66

Oakmont, PA

OSAIC

Michael Franklin is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. Franklin is also president of Patrick Financial Co., where he is involved in fixed insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a model-based investment process and operates a large multi-advisor platform with various program offerings.

Annuities Private / alternative investments
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Tracy D

Series 63, Series 66

New Kensington, PA

Edward Jones

Tracy Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment and advisory services, managing approximately $1.01 trillion in assets under management.

General retirement planning Retired Founder/Business Owner Executive
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Ryan H

Series 63, Series 65

Pittsburgh, PA

Edward Jones

Ryan Hutchison is a financial advisor with Edward Jones in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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John B

Series 66

Saxonburg, PA

Edward Jones

John Barbiaux is a Series 66-licensed financial advisor with Edward Jones in Saxonburg, PA. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory work, he owns a photography business where he also writes blog posts related to photography and equipment. 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 and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Nestor L

Series 66

Penn Hills, PA

Merrill

Nestor Lutsiv is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, GrubHub, and Abarta, as well as work at the University of Pittsburgh and self-employment. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by implementing model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Robert M

Series 63, Series 65

Lower Burrell, PA

Cetera

Robert Magee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Cetera and its affiliates since 2013 and owns Magee Investment Associates Inc. Additionally, Magee serves as president and sole shareholder of Family Financial Physicians LLC and works as an insurance agent offering life, health, disability, accident, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures with discretionary and non-discretionary management 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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Nathan R

Series 66

Sarver, PA

LPL Financial

Nathan Rodgers is a financial advisor at LPL Financial with 22 years of industry experience and a Series 66 designation. His prior roles include positions at Cuna Mutual Group, Nationwide Securities, The Huntington Investment Company, Natcity Investments, PNC Wealth Management, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers financial planning, portfolio management programs, third-party asset management, and institutional platforms supported by a large 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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Garrett S

Series 66

Pittsburgh, PA

LPL Enterprise

Garrett Senchur is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes roles at Allegheny College and various other positions prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Sean B

Series 66

Pittsburgh, PA

Cetera

Sean Barbour is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and currently owns a tax practice, Fox Chapel Tax Advisors. Barbour is also a member of the Northern Allegheny Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide range of program options and access to third-party money managers.

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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Kassandra K

Series 66

Verona, PA

Ameriprise

Kassandra Krason is a financial advisor with Ameriprise in Verona, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Merrill and involvement in the performing arts education sector. She has worked with Siri's School of the Performing Arts and The Performing Arts Academy with Darin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 66

Pittsburgh, PA

Mass Mutual Investors Services

Robert Raposa is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Raposa owns and manages a retail store specializing in new and used Legos. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software, with implementation of recommendations conducted through separate arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jesse B

Series 66

Oakmont, PA

Cetera

Jesse Best is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cetera in Oakmont, PA. His prior roles include positions at The Huntington Investment Company, Avantax, PNC Investments, and Ameriprise Financial. Outside his advisory work, he serves as a board member for the Oakmont Boulevard Project, a city improvement initiative focused on local safety and holiday decorations. Cetera Investment Advisers LLC provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse 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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Karen M

Series 66

Lower Burrell, PA

Cetera

Karen Marshall is a Series 66-licensed financial advisor with one year of industry experience. She has worked with Cetera and related entities since 2026 and previously spent 14 years at PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized 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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David B

ChFC®, Series 66

Oakmont, PA

Edward Jones

David Bousquet is a financial advisor at Edward Jones in Oakmont, PA, with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2021, he served at Cranesville Bible Church for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

General estate planning guidance Charitable giving & philanthropy Wealth management Retirement income strategy ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Nicholas S

Series 63, Series 65

Lower Burrell, PA

LPL Financial

Nicholas Song is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at CUSO Financial Services, CUNA Mutual Group, Mutual of America Securities, and TSC Bank. He operates under Clearview Wealth Management Group, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of investment options and operational tools.

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

Series 63, Series 65

Verona, PA

LPL Financial

John Davitt is a financial advisor with LPL Financial in Verona, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Citizens Securities and several other firms prior to joining LPL in 2020. Davitt is involved in Crowdcurring.com, a technology-related investment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

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

Series 63, Series 65

Leechburg, PA

LPL Financial

Jennifer Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her background includes roles at Pennsylvania State Employee Credit Union, Citizens Securities, Inc., and Citizens Bank. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

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

Series 63

New Kensington, PA

LPL Enterprise

Thomas Tornow is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 33 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Metropolitan Life Insurance Company, and MetLife Securities Inc. Outside of advisory work, he has been involved with Mademoiselle for more than three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, featuring access to third-party asset managers and model portfolios, alongside affiliated insurance and trust services.

Tax-loss harvesting
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Stephen W

Series 66

Ford City, PA

Edward Jones

Stephen Warcholak is a financial advisor with Edward Jones in Ford City, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Doctor or Medical Professional Attorney Educators, Teachers, and Academics
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Beth D

CFP®, Series 66

Freeport, PA

Edward Jones

Beth Davis is a CFP® and holds a Series 66 license with 15 years of industry experience, all of which has been with Edward Jones since 2011. She is based in Freeport, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Early retirement planning General retirement planning Retired Founder/Business Owner Executive
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