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John F

Series 66, Series 63

Youngstown, OH

LPL Enterprise

John Fahey is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Fahey also operates Fahey Financial Strategies LLC, where he sells New York Life products and brokers non-registered insurance products. 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’s model-driven investment approach involves utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Stephen K

Series 63, Series 65

Beaver, PA

Raymond James & Associates

Stephen Kimmel is a financial advisor with Raymond James & Associates in Beaver, PA. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including seven years at Merrill. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marlin T

Series 63, Series 65

Beaver, PA

LPL Enterprise

Marlin Thomas is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Tax-loss harvesting
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Jennifer C

Series 66

Beaver, PA

Raymond James Financial

Jennifer Cepek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked with Communicycle Beaver County Inc and Trinity School for Ministry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm offers tailored, non-discretionary advice using analytical tools and supports both advisory programs and municipal finance work.

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

Series 63, Series 66

Monaca, PA

LPL Financial

Michael Vojnik Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Zucker Investment Group and The Vanguard Group. Outside of advising, he is involved with Equity Accounting LLC, a tax preparation and accounting business. 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 and access to model portfolios, employing both discretionary and non-discretionary strategies.

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

Series 66

Beaver, PA

Raymond James Financial

Elijah Loncar is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Capgemini and Rivertowne Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored non-discretionary planning using 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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Clyde T

Series 63, Series 65

New Castle, PA

LPL Financial

Clyde Tommelleo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Woodbury Financial Services, Inc. from 2007 to 2009. In addition to his advisory role, he is involved in a fixed insurance business, Tommelleo & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

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

Series 66

New Castle, PA

OSAIC

Joseph Thomas Jr. is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Securities America Inc., Sterne Agee Investment Advisor Services, and Diversified Advisors, Inc. Outside of his advisory work, he serves as board president of a local social services organization and is a past president of a civic group that awards scholarships. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a variety of brokerage and advisory programs supported by a model-based investment process and a multi-advisor platform.

Annuities Private / alternative investments
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Owen R

Series 66

Darlington, PA

Ameriprise

Owen Rimel is a financial advisor with Ameriprise in Darlington, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and other financial institutions. Outside of his advisory work, Rimel owns and operates a small working farm and serves as an assistant coach for a local school district. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides clients with tailored retirement-income planning and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Charles P

CFP®, ChFC®, Series 63, Series 65

Monaca, PA

LPL Financial

Charles Pinchotti is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 44 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 11 years. Outside of his advisory role, he is involved in selling various types of insurance through Beaver Valley Independent Insurance Group, LLC. 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 financial planning and investment management services, utilizing model portfolios and customized strategies supported by research and technology.

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

Series 66

Ellwood City, PA

Ameriprise

Damion Barrett Jr. is a financial advisor with Ameriprise in Ellwood City, PA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kent State University, Marshall's, and Butler County Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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

Series 66

Poland, OH

OSAIC

Anthony Ricciardi is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, AXA Advisors, and Mass Mutual. Outside of finance, he has held roles with the Poland Swim Club and Avalon Athletic Center. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization through various program options and third-party manager selections.

Annuities Private / alternative investments
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Walter M

Series 66

Beaver, PA

STIFEL

Walter Mancing is a financial advisor with Stifel in Beaver, PA, holding a Series 66 credential and 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he is involved in writing and producing film and television screenplays, comic books, and novels through his joint ownership of Hammerspace LLC. Mancing also serves on the Board of Trustees and multiple committees at The Ellis School, a private K-12 girls’ school. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment methodologies and provides services ranging from financial planning to asset allocation guidance.

General retirement planning Income planning
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Mark H

Series 66

Youngstown, OH

Ameriprise

Mark Handel is a financial advisor at Ameriprise with seven years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018 and previously held roles at Buckeye Real Estate and The Ohio State University. Outside of his advisory work, he owns and manages E18B23M22, LLC, a business involved in hiring, payroll, and vendor management. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Francis M

Series 63, Series 65

New Castle, PA

Cetera

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.

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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Amber R

Youngstown, OH

Cetera

Amber Richards is a financial advisor with Cetera who holds 15 years of industry experience. She has been with Cetera and its related entities since 2012. Outside of her advisory role, Richards is involved in managing financial and operational activities for a property management company and owns an enterprise that engages in residential property renovation and cryptocurrency mining for personal investment. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

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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Michelle R

Series 66

Beaver, PA

Raymond James & Associates

Michelle Retzer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and in-house research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Catherine V

Series 66

Beaver Falls, PA

Edward Jones

Catherine Vandermer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for the National Restaurant Association for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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Emmalee M

Series 63, Series 66

Rogers, OH

Ameriprise

Emmalee Mattern is a financial advisor with Ameriprise in Rogers, OH, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked for The Huntington Investment Company for 17 years before joining Ameriprise in 2026. Outside of her advisory role, she serves as a board member for Employment Development, Inc., a nonprofit supporting developmentally disabled individuals, and works as a youth soccer referee. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include tailored recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Austin H

Series 66

Columbiana, OH

Edward Jones

Austin Hogan is a financial advisor with Edward Jones in Columbiana, OH, holding a Series 66 designation and eight years of industry experience. He joined Edward Jones in 2018 after working at the University of Toledo, IMG Academy, and Toledo Whitmer High School. Outside of his advisory role, Hogan is a partner in an e-commerce business, Morning Moments LLC, which sells coffee pods online. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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