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John N
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
John Nehrig is a financial advisor at Citizens Securities, Inc. based in Monroeville, PA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at Citizens Securities since 2020 and previously held positions with KeyBank and its affiliated investment services from 2016 to 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a range of investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary accounts and provides a digital advisory program utilizing proprietary algorithms and client risk assessments.
Jonathan H
Series 63, Series 66
North Huntingdon, PA
PNC Wealth Management
Jonathan Hottle is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Northwestern Mutual in various roles from 2011 to 2016 before joining PNC Investments in 2016. Outside of his advisory work, he serves as a director for Heroes Never Alone Inc. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. This program uses algorithm-driven risk assessments and approved third-party model strategies to manage investments through mutual funds and ETFs.
Joseph L
ChFC®, Series 63
Natrona Heights, PA
Eagle Strategies (NY Life)
Joseph Lucchino is a financial advisor with Eagle Strategies (NY Life) based in Natrona Heights, PA. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. Lucchino has been affiliated with Eagle Strategies since 2004 and operates the Lucchino Insurance & Financial Group since 2015. He is also involved in brokering non-registered insurance products and has over 20 years of experience selling health insurance through Fortis Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based hourly advice and co-advisory relationships, with the majority of its assets managed on a non-discretionary basis.
William H
Series 63, Series 65
Jeannette, PA
Private Advisor Group, LLC
William Hoffman III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with LPL Financial and Questar Asset Management, Inc. He is a board member of the Neurofibromatosis Clinics Association and hosts the Wealth on the Move Podcast. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using a range of investment strategies and technology platforms, and offers solutions through both proprietary and third-party managers.
Nicole M
Series 66
Monroeville, PA
PNC Wealth Management
Nicole Moses is a financial advisor with PNC Wealth Management in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has been with PNC Investments, LLC since 2016 and also has prior experience with PNC Bank, NA. Outside of her advisory role, she is involved as a health and fitness coach. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses approved model strategies and an algorithmic risk assessment process.
Talin D
Series 66
Monroeville, PA
PNC Wealth Management
Talin Drabik is a financial advisor with PNC Wealth Management in Monroeville, PA, holding a Series 66 designation and 21 years of industry experience. He has been with PNC Investments LLC since 2008. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.
Lisa D
Series 63, Series 65
Export, PA
GWN Securities Inc.
Lisa Deporzio is a financial advisor at GWN Securities Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2004. Additionally, she has been affiliated with Kades-Margolis Corporation since 1996. Outside of her advisory role, she is involved in life insurance sales and serves as an unpaid officer of a family-owned handyman services business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of over 400 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.
Joshua C
Series 66
Monroeville, PA
Citizens Securities, Inc.
Joshua Chiesa is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. He holds the Series 66 designation and has three years of industry experience. His work history includes multiple roles within Citizens Bank and Citizens Securities, along with earlier experience in the hospitality sector and at Edinboro University of Pennsylvania. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while it also operates as a broker-dealer and insurance agency.
Nicholas M
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Nicholas Maue is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab Bank, Bank of America, Merrill, and Northwestern Mutual. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both a digital advisory platform and a managed account program and is wholly owned by Citizens Bank, N.A.
Brenda H
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Brenda Hohn is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Citizens Securities since 2016 and previously spent 15 years at Citizens Bank. Brenda serves as a board member of Downtown Kittanning Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory platforms include a digital advisory program managed with SigFig and a separate Managed Account program, operating alongside its broker-dealer and insurance activities.
Evan H
Series 63, Series 65
Monroeville, PA
PNC Wealth Management
Evan Horsley is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven model strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.
Nicholas C
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Nicholas Cancilla is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Citizens Securities, he worked at JPMorgan Chase Bank and J.P. Morgan Securities for five years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms as well as managed account programs, while also operating as a broker-dealer and insurance agency.
Michael F
Series 63, Series 65
Greensburg, PA
Wealth Enhancement Advisory Services, LLC
Michael Fetterolf is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Bpu Investment Management Inc. for 19 years and LPL Financial, LLC for five years before joining Wealth Enhancement Group and its affiliated entities in 2020. Outside of his advisory role, he is involved with Crosshair Ventures LP, a family limited partnership. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.
Reginald H
Series 66
Monroeville, PA
PNC Wealth Management
Reginald Holt is a financial advisor with PNC Wealth Management in Monroeville, PA. He holds a Series 66 designation and has been with PNC Wealth Management since 2026. Prior to this role, he worked at PNC Bank and held positions in several other organizations including Under Armour and Nike. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio solution that relies on algorithmic risk assessment and invests via approved models using mutual funds and ETFs.
Patrick D
Series 63, Series 65
Monroeville, PA
PNC Wealth Management
Patrick Duffy is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy for employees that uses algorithmic risk assessment and delegates portfolio implementation to third-party managers.
Shawna S
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Shawna Sklarsky is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. Her career includes multiple roles at Citizens Bank and Citizens Securities since 2017, along with prior experience at Key Investment Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.
Stephen O
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Stephen Och is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He has been with Citizens Securities since 2016 and holds Series 63 and Series 65 credentials. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.
Eric D
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Eric Docherty is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Westminster College's Towering Titans, supporting student athletes and fundraising efforts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.
Alexander S
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Alexander Stramaski is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citizens Bank and Giant Eagle. He also serves as a notary public. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency and is wholly owned by Citizens Bank, N.A.
Jacob F
CFP®, Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Jacob Fuller is a CFP® with nine years of industry experience, currently affiliated with Citizens Securities, Inc. since 2020. His prior experience includes roles at Edward Jones, The Huntington Investment Company, and Huntington National Bank. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under its ownership by Citizens Bank, N.A.
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