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Nicholas W
Series 63, Series 65
Greensburg, PA
GWN Securities Inc.
Nicholas Wyzkiewicz is a financial advisor at GWN Securities Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert D Allshouse for five years. Outside of his advisory role, he occasionally preaches at Grace Life Church. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers, model-based allocations, and incorporates momentum-based trading strategies in some legacy programs.
Armand S
Series 63
North Huntingtondon, PA
Centaurus Financial, Inc.
Armand Sperduto is a financial advisor with Centaurus Financial, Inc., holding a Series 63 registration and over 31 years of industry experience. He has been with Centaurus Financial since 2016 and has operated the Armand C Sperduto Agency since 1984. In addition to his advisory work, he is an insurance agent involved in the sales of fixed annuities, term life, and whole life insurance, as well as property and casualty coverage with Erie Insurance Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a range of analytical approaches and both discretionary and non-discretionary account management.
Stephen R
Series 66, Series 63
Greensburg, PA
Guardian Life
Stephen Rifenburgh is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has been with Guardian Life and its subsidiary, Park Avenue Securities, since 2026. His prior work experience includes roles at BNY Mellon, PNC Bank, and various technology and financial services firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers customized client solutions including financial planning, group education, and access to proprietary and third-party advisory programs.
Crystel L
Series 65, Series 63
Greensburg, PA
Key Investment Services LLC
Crystel Leidy is a financial advisor at Key Investment Services LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider platform combining discretionary implementation, strategist portfolios, and tax and values overlay services, and integrates with KeyCorp affiliates for additional financial services.
Mason P
Series 66
Belle Vernon, PA
LPL Enterprise
Mason Pascoe is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services. Outside of finance, he has worked at Vinoski Winery. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning services.
Richard W
Series 65, Series 66
Greensburg, PA
Merrill
Richard Williams Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at both Merrill and Bank of America since the late 1990s and 2009, respectively. Merrill serves a broad range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutions. The firm offers managed account programs, discretionary portfolio management, brokerage execution, and custody services, supported by a range of program strategies and a CIO-governed platform for manager selection and oversight.
Jeffrey M
Series 63, Series 65, Series 66
Charleroi, PA
LPL Financial
Jeffrey Mendola is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include work with Waddell & Reed, Inc. and various insurance carriers over a 23-year period, as well as operating his own advisory business. He has also served with the Mon Valley Regional Chamber of Commerce and is active as a licensed insurance agent with Modern Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various research and operational tools.
Donna B
Series 66
Greeensburg, PA
Thrivent Investment Management
Donna Bailey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial since 2019 and previously worked at The BonTon Stores, Inc. from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning that addresses a wide range of topics without portfolio management or institutional advisory services.
Robert R
Series 66
Greensburg, PA
STIFEL
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.
Ryan P
Series 66
Greensburg, PA
Merrill
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.
Arnold T
Series 63, Series 65
Greensburg, PA
Primerica Advisors
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.
Jenny D
Series 63, Series 66
South Park, PA
Fidelity
Jenny Dematteo is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 registrations and has worked in various roles within Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.
Robert S
ChFC®, Series 63, Series 65
Irwin, PA
Mass Mutual Investors Services
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 P
Series 63, Series 66
Jeannette, PA
Equitable Advisors
John Powell Jr. is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Investments, Bank of America, Merrill, and Northwestern Mutual. Powell is a member of the C-Suite for Christ Speakers Bureau. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.
Thomas H
Series 63, Series 66
Bethel Park, PA
LPL Financial
Thomas Heller is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for NEXT Financial Group for 25 years. Outside his advisory role, he operates a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
Anthony C
Series 63, Series 65
Pittsburgh, PA
Equitable Advisors
Anthony Campano is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations and 43 years of industry experience. He has worked with Equitable Advisors since 2005 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.
Michael D
Series 66
Greensburg, PA
STIFEL
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.
Peter T
Series 63, Series 66
Boston, PA
LPL Financial
Peter Tumbas is a financial advisor with LPL Financial in Boston, PA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with LPL Financial and its predecessor, Linsco Private Ledger Corp, since 2004. Outside of his advisory role, he is involved in selling non-variable insurance products through Tumbas Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and access to third-party asset managers, with services delivered through a large network of investment adviser representatives.
Francis Z
Series 63, Series 66
Irwin, PA
Cambridge Investment Research Advisors
Francis Zoracki is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Northwestern Mutual Investment Management and has been with Cambridge Investment Research Advisors since 2011. Outside of advising, he is an independent insurance agent and co-owner of a farm in Mt. Pleasant, Pennsylvania. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms.
Vincent K
CFP®, Series 63, Series 65
Bethel Park, PA
STIFEL
Vincent Kasievich is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.
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