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Garrett S

Series 66

Pittsburgh, PA

LPL Enterprise

Garrett Senchur is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Enterprise, he worked in various roles including positions at Allegheny College and Eat'nPark. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 financial advisor at Cetera with five years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he worked at firms including Avantax and The Huntington Investment Company. He serves as a board member for the Oakmont Boulevard Project, which focuses on city improvement efforts such as maintaining thoroughfares and holiday decorations. Cetera Investment Advisers LLC provides investment advisory services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and supports various program structures 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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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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Corey D

Series 63, Series 65

Pittsburgh, PA

J.P. Morgan Securities

Corey Di Pietro is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 designations and eight years of industry experience. His prior work includes roles at Citizens Bank and Citizens Securities, Inc., as well as a five-year tenure at Robert Morris University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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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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Scott T

Kittanning, PA

Cetera

Scott Thompson is a financial advisor with Cetera, holding 35 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013 and has been affiliated with Dinin Parkins Associates since 2008. Outside of his advisory role, Thompson is involved in motivational speaking and assists with entertainment performances for events in Cranberry Township, PA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates 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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Nicholas S

Series 63, Series 65

Lower Burrell, PA

LPL Financial

Nicholas Song is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CUSO Financial Services, CUNA Mutual Group, Mutual of America Securities, and TSC Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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 bringing 22 years of industry experience. He was previously with Citizens Securities, Inc. for 10 years before joining LPL Financial in 2020. Davitt is involved with Good Life IA, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

College savings (529s, UTMA, etc.)
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Courtney C

CFP®, Series 63, Series 65

Kittanning, PA

LPL Financial

Courtney Callas is a CFP®-certified financial advisor with LPL Financial, based in Kittanning, PA, and has 10 years of industry experience. She has been with LPL Financial since 2015 and previously worked for the Franklin Regional Area School District. Outside of her advisory role, she works as a natural gas meter reader on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

College savings (529s, UTMA, etc.)
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James W

Series 63, Series 65

Pittsburgh, PA

LPL Financial

James Wallisch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes long tenures at Raymond James Financial and Raymond James Financial Services, Inc., followed by his current roles at LPL Financial since 2020 and F.C. Financial Services Inc. since 2009. He serves as a board member of the Fox Chapel Presbyterian Church Endowment Committee in Pittsburgh. 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 wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Jennifer W

Series 63, Series 65

Leechburg, PA

LPL Financial

Jennifer Williams is a financial advisor with LPL Financial in Leechburg, PA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has previously worked at Citizens Securities, Inc., Citizens Bank, and Pennsylvania State Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Thomas T

Series 63

New Kensington, PA

LPL Enterprise

Thomas Tornow is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Outside of his advisory work, he has involvement with Mademoiselle spanning over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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John C

Series 63, Series 65

Kittanning, PA

LPL Financial

John Callas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, he provides qualified plan consulting through J. Alexander Callas Qualified Plans Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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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 General retirement planning Retired Founder/Business Owner Executive
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Mark Z

Series 63, Series 65

Pittsburgh, PA

Cetera

Mark Zonno is a financial advisor based in Pittsburgh, PA, affiliated with Cetera. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior work history includes roles at Dollar Bank, FSB, W&S Brokerage Services, Western & Southern Life, LPL Financial, Northwest Bank, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large 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.

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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Nicholas P

Series 63, Series 65

Oakmont, PA

OSAIC

Nicholas Perini is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for six years. Outside of his advisory role, he owns a personal cryptocurrency investment activity focused on Ethereum and Cardano. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

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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