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Craig D

Series 66

Grove City, PA

Edward Jones

Craig Denman is a financial advisor with Edward Jones in Grove City, PA, holding a Series 66 license and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

Retirement income strategy Business exit / sale strategy General estate planning guidance Retirement withdrawal strategies Planning for children with special needs Retired Founder/Business Owner Executive
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Mark S

Series 63, Series 65

Hermitage, PA

LPL Financial

Mark Steen is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, he is involved with Compound Teamwear, an apparel business based in McDonough, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Jason W

Series 63, Series 65

Hubbard, OH

Edward Jones

Jason Witkoski is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at PNC Investments, Huntington National Bank, and VALIC Financial Advisors. Outside of his advisory role, he is a member of MJ2 Holdings, LLC, a real estate-related business based in Hubbard, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Robert K

Series 66

New Castle, PA

Edward Jones

Robert Kwiat Jr. is a financial advisor with Edward Jones in New Castle, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for 17 years with the Wilmington Area School District. Outside of his advisory role, he coaches the 8th grade boys basketball team at Neshannock Junior/Senior High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its large network of advisors and branches, as well as its affiliated capabilities including trust services and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lee S

Series 63, Series 66

Hermitage, PA

Edward Jones

Lee Schmidt is a financial advisor with Edward Jones in Hermitage, PA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 30 years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Matthew R

Series 63, Series 66

Hermitage, PA

Raymond James Financial

Matthew Ristvey is a financial advisor with Raymond James Financial in Hermitage, PA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Raymond James Financial and its affiliate, Raymond James Financial Services, since 2011. Outside of his advisory role, he serves as treasurer for the Hermitage School Board and is involved in local condominium association governance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert A

Series 63, Series 65

Hermitage, PA

Raymond James Financial

Robert Asmus Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 55 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joshua S

Series 63, Series 66

Hermitage, PA

Cetera

Joshua Stelle is a financial advisor with Cetera in Hermitage, PA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2018 and has held a role at First National Bank of PA since 2003. Outside of his advisory work, he serves as the treasurer for Eintracht Maennerchor, a position that requires dual signatures. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors and supports multiple program structures and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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