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.

Edward Kavo is a CFP® professional with 49 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He is based in Irwin, PA, and holds a Series 63 designation. Outside of his advisory work, he serves as a board member for the Christ United Methodist Church Prime Time group in Bethel Park, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and providing both proprietary and third-party investment strategies.

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.

Chad Ferri serves as the Resident Director at Merrill, where he and his team provide a comprehensive range of financial advisory services. His role focuses on working with individuals and families to simplify their financial lives, optimize resources, and build successful futures. Chad aims to establish deep and genuine connections with his clients, becoming a primary point of contact for their financial endeavors. Chad began his career at Merrill in 2019 as an intern with the McLaughlin-Heckmann Team. He spent time in the downtown Pittsburgh office working with multiple financial advising teams across the market, developing client and account servicing skills. He returned to Greensburg and joined the Financial Advisor Program in 2022 to deepen relationships with clients and expand connections with prospective clients. His expertise includes family wealth management strategies, personal retirement planning, and retirement income. A 2019 graduate of Saint Vincent College, Chad holds a Bachelor of Science degree in Finance – Investment Management. He carries the Personal Investment Advisor (PIA) professional designation and participates in the Saint Vincent College Alumni Council. Outside of work, Chad enjoys traveling, boating, spending time with his nephews, and caring for his houseplant collection.

Brian Fetsco is a financial advisor with Mass Mutual Investors Services in Greensburg, PA, holding Series 65 and Series 63 credentials and possessing 21 years of industry experience. He has been with Mass Mutual Investors Services and the MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is also a licensed insurance agent specializing in life, health, group life, group health, disability insurance, and annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers ongoing, collaborative financial planning engagements using firm-approved tools, offering a range of investment and event-driven planning services.

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 CFP®-certified financial advisor with 11 years of industry experience. He is currently affiliated with Mass Mutual Investors Services and previously worked with Northwestern Mutual in various capacities from 2014 to 2024. Bagnato also operates BFB Resources, LLC, through which he provides financial planning and advising services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved analytical tools.

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.

Eric Haley is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory work, he assists his spouse as Vice President of a short-term rental business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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.

Robert Mccalmont is a CFP® professional with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2011 and simultaneously with Wealth Preservation and Management, Inc. since 1992. Outside of his advisory roles, he serves as a church trustee and religious volunteer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of discretionary and non-discretionary portfolio strategies and proprietary as well as third-party models.

David Riehl is a CFP® with 14 years of industry experience, currently affiliated with Robert Baird & Co. Since 2011, he has also worked at Hefren-Tillotson, Inc. He serves on the board and investment committees of several nonprofit organizations and contributes as an adjunct instructor at Saint Vincent College. Robert Baird & Co. is an institutional firm offering private wealth management services to individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of portfolio management and financial planning services, utilizing both manager-traded and model-traded strategies alongside internal research, including artificial intelligence tools.

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 at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she serves as a notary public in Greensburg, PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

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.