Richard Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial guidance and investment advice to clients, helping them manage and grow their wealth. He holds the Personal Investment Advisor (PIA) designation, reflecting his expertise in personal investment strategies. Richard earned his bachelor's degree from St Francis University. No additional personal interests or community involvement information has been provided.

Darren Smith is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Commercial Bank and Trust of PA before joining Cetera and Pakos Wealth Management in 2025. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.

Donna Bailey is a Series 66 licensed financial advisor with six years of industry experience, currently practicing at Thrivent Investment Management. Her prior work includes roles at The BonTon Stores, Inc. and a brief period of unemployment before joining Thrivent Financial in 2019. Thrivent Investment Management offers Dedicated Planning Services tailored to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial topics without managing implementation. The firm emphasizes holistic, goal-based analyses and integrates planning with managed-account services under a consolidated billing system called WealthPlan.

Robert Roskosh is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling.

Jack Ellenberger is a CFP® with 20 years of industry experience, currently with Robert Baird & Co. since 2022. He previously worked at Hefren-Tillotson, Inc. starting in 2009. He serves as a Finance and Investment Committee member and volunteer at the Greater Pittsburgh Community Food Bank and is also an Investment Committee member at Grow Pittsburgh. Robert Baird & Co. is a large institutional firm offering a range of wealth management services to individuals, businesses, pension plans, and charitable organizations. The firm employs manager-traded and model-traded strategies, tax management, and proprietary research, managing approximately $394 billion in assets as of December 2025.

Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.

Mary Puzak is a financial advisor at LPL Financial with 37 years of industry experience. She holds a Series 63 designation and has worked previously at Trustmont Financial Group for 22 years. In addition to her advisory role, she operates a tax preparation and accounting service under Puzak Wegley Financial. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support both discretionary and non-discretionary management approaches.

Daniel Hostetler is a financial advisor with LPL Financial in Greensburg, PA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 12 years at FSC Securities Corporation and five years at LPL Financial. He has maintained a longstanding involvement with Professional Money Management, LLC since 1987. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management approaches.

Brandon Leeder is a financial advisor with LPL Financial in Greensburg, PA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at FSC Securities Corporation, Dollar Bank, and Saint Vincent College. He is also involved with Stone Villa Wine Cellars as a bartender and host. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with research-supported model portfolios and both discretionary and non-discretionary management.

Arnold Totter is a financial advisor with Primerica Advisors in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. His other business activities include part-time sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Brittany Carter is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at S&T Bank and PNC Bank. Outside of her advisory role, she owns a clothing business called Made2Inspire and serves as Treasurer on the Board of Directors for the Penn Hills Baseball Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Jacob Hostetler is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at UPMC, Renda Broadcasting, and the University of Pittsburgh Johnstown. 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 range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Snider is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he has worked at Hefren Tillotson, Inc. since 1999. He holds board and investment committee roles at Clelian Heights and serves as the treasurer for Faith Evangelical Lutheran Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides a range of advisory services to individuals, corporate clients, pensions, and charitable organizations, utilizing diversified portfolio management strategies and specialized investment research.

Robert Shangraw Jr. is a ChFC® credentialed financial advisor with 18 years of industry experience. He is associated with Mass Mutual Investors Services and MassMutual Life Insurance Co., where he has worked since 2008. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

John Powell Jr. is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including PNC Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory role, he is a member of the C-Suite for Christ Speakers Bureau. Equitable Advisors serves a diverse client base ranging from individuals to institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, delivering a variety of advisory and brokerage solutions primarily through program sponsors and third-party managers.

Michael Dubosky is a financial advisor with Stifel in Greensburg, PA, holding a Series 66 designation and two years of industry experience. He has been with Stifel Nicolaus since 2018 following four years at The Stereoshop. Outside of his advisory role, Dubosky owns a woodworking business, MVDWoodcraft, and serves as a trustee for the Westmoreland Fayette Council Boy Scouts of America Endowment and as a community board member for The Top Dog Therapy Team, a therapy dog organization. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward‑looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Anthony Slezak is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with LPL Financial since 2019 and concurrently operates SecondHalf Coach Wealth Management since 2009. Slezak is also a co-founder and board member of the nonprofit organization GO2GOAL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Francis Zoracki is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2011. Zoracki is also an independent insurance agent and co-owner of a farm in Mt Pleasant, PA. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment solutions through a network of independent financial professionals, combining proprietary model strategies and access to third-party managers.

Timothy Henry is a financial advisor with Ameriprise in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with local business organizations including the Latrobe Laurel Valley Chamber of Commerce and participates in professional groups such as the Financial Planning Association and the Estate Planning Council of Pittsburgh. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized advice, primarily serving clients with significant investable assets through a centralized consulting team.

Jason Hitchman is a financial advisor with Morgan Stanley in Greensburg, PA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Hefren-Tillotson, Inc. from 2011 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.