Shane Downey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Downey earned a Bachelor's Degree from the United States Military Academy and a Master's Degree from George Mason University.

Julie Heckmann is a Wealth Management Advisor at Merrill Lynch Wealth Management with nearly three decades of experience in the industry. She specializes in retirement planning and focuses on creating sustainable retirement income strategies and structuring portfolios around these objectives. Julie's approach integrates clients' values and objectives to align financial planning with their life goals. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Income Certified Professional® (RICP). Julie earned her bachelor's degree from Grove City College. Her expertise supports the development of custom income solutions that are resilient to market volatility and sophisticated portfolio strategies. In addition to her professional work, Julie is involved in community service with the Westmoreland County Food Bank. She enjoys cooking, bicycling, traveling, and spending time with her family.

Patrick Mcgrogan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual, and MetLife Securities. Outside of advisory work, he is involved with The Rock Financial Services Westmoreland LLC, a business entity formed for joint management of office-related expenses and tax preparation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning, asset management, and insurance products.

Timothy Weishorn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 license and bringing 27 years of industry experience. He previously worked at LPL Financial and Wells Fargo Advisors. He serves as a non-profit board member of the Pineview Condo Association in Greensburg, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and it maintains a unique affiliation with a municipal advisor to support its public finance work.

Mauricio Sanchez Rodriguez is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he held positions at Seven Springs Mountain Resort and Saint Vincent College. Outside of his advisory role, he works as an independent contractor delivery driver for DoorDash. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team.

Brian Fetsco is a financial advisor with Mass Mutual Investors Services in Greensburg, PA, holding Series 65 and Series 63 licenses and possessing 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2014. Outside of advising, he is involved in providing life, health, and disability insurance and is the owner of Fetsco Financial LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.

Stephen Small is a financial advisor with Equitable Advisors in Jeannette, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at AXA Advisors, LLC, and has served as a consultant for Marc Jacobsen & Associates. He is also the treasurer for the Ligonier Lodge 331 F&AM in Ligonier, PA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs delivered through Investment Adviser Representatives and third-party managers. The firm offers a variety of investment vehicles and ERISA fiduciary services and operates without its own wrap fee program, relying on third-party sponsors and affiliated entities.

Chad Rosensteel is a financial advisor with Edward Jones in Greensburg, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, including two years at Allstate Insurance Co before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Benjamin Bagnato is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 63 designations and bringing 12 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2014 to 2024. In addition to his advisory role, he operates BFB Resources, LLC, an S-Corp structure for financial planning and wealth management services, and is also licensed as an insurance agent for life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars, with an emphasis on collaborative, annual planning engagements that utilize firm-approved tools and do not grant investment discretion to advisers.

Eric Dudik is a financial advisor with LPL Financial in Jeannette, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones and Integrity Retirement and Estate Advisors. Outside of his advisory work, he coaches volleyball in Indianapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Vanna Snyder is a financial advisor at Merrill with a Series 66 designation and five years of experience at the firm. Prior to joining Merrill in 2021, she worked at Citizens Bank from 2009 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Shannon Sharrer is a financial advisor with Ameriprise in Jeannette, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Investment Professionals, Inc. and Ameriprise Financial Services, Inc. Outside of Ameriprise, she serves as Vice President and Financial Planner at S&T Bank. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Douglas Brown is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise, The Prudential Insurance Company of America, and New York Life. Brown serves on the board of directors for the YMCA of Greensburg. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Edward Gaskey is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of advising, he is involved in managing businesses related to commercial property development and administrative support for his financial planning practice. Ameriprise serves clients primarily through its retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide non-discretionary, written recommendations delivered in partnership with its financial advisors.

David Riehl is a CFP® with 14 years of industry experience currently with Robert W. Baird & Co. He joined Baird in 2022 after 11 years at Hefren Tillotson, Inc. He serves as a board member for Jeremaiah's Place and the ACME Family Endowment, and is an adjunct instructor at Saint Vincent College. He is also involved with St. Edmund's Academy PTA and Calvary Episcopal Church's Investment Committee. David is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services supported by home-office research and a variety of separately managed account strategies.

Cassandra Sabo is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2015. In addition to her advisory role, she is associated with Michael D. Sabo CFP/TM, a support business in which she is actively involved. 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 utilizes tailored, non-discretionary planning and analytical tools to support client objectives and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Denise House is a financial advisor with Wells Fargo Advisors in Greensburg, PA, holding a Series 66 designation and 21 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024 before joining Wells Fargo Advisors. She is also a notary public, providing document notarization in her local community. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research, planning tools, and simulation models to develop tailored recommendations, supporting clients with specialized planning needs including business transitions, special-needs analysis, and divorce planning.

Austin Naser is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has prior work history with The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes roles at Waynesburg University and Trinity High School. 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 employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Wendy Semkus serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Wendy's expertise includes helping clients manage various financial priorities such as buying a home, saving for college, caregiving for elderly parents, and preparing for healthcare needs. She works one-on-one with clients to define their goals and develop portfolio strategies designed to achieve them, providing ongoing advice and adjusting portfolios as clients' situations evolve. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Wendy earned her Bachelor's Degree from Mount St Mary's University.

Evan Haines is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products.