Jeffrey Sonntag is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. His practice is based in New Castle, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, with a focus on Ameriprise-managed accounts.

Robert Lewis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill for 15 years. Outside of his advisory work, he serves as Treasurer of the St. Vincent De Paul Society in Beaver, Pennsylvania. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Gabriel Manges is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custody services, with approximately $15.5 billion in assets under management.

Eric Geary is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Anthony Gaslevich III is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2003. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Mark Belschner is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, he owns MCB Financial, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services supported by Wells Fargo research and planning tools.

Jamie Patten is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years and MSI Financial Services, Inc. for 5 years. Patten is also an insurance agent offering various fixed and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and offers a wide range of managed portfolio programs and third-party manager options.

Kathleen Manickas is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Her prior roles include positions at Nellcom Technologies LLC and Cottrill, Arbutina & Associates. Outside of her advisory work, she is a parish council member of Kimisis Tis Theotokou Greek Orthodox Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Carben is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and Primerica Financial Services since 2006, alongside roles at AK Steel Cora and Applied Industrial Tech. Outside of his advisory role, he owns and operates Carben Services, a lawn care business in Cabot, Pennsylvania. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

Bryan Gratton is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including over a decade with Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also involved in insurance and advisory services through his role as owner of Gratton & Kerr Financial Group LLC and serves as a sales agent with The Kerr Agency Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including money-manager services and educational seminars.

Stephen Lucas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has worked with Cambridge since 2016 and previously was employed at StoneX Advisors Inc., Wrp Investments, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he operates as an independent insurance agent through Stephen Lucas & Associates. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals, employing various platforms and proprietary model strategies.

Bernard Heigl III is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including The Huntington Investment Company, JPMorgan Chase Bank, and PNC Wealth Management. Outside of his advisory role, he is the owner of an LLC related to rental property management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Marvin Gardner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long-term roles at Waddell & Reed and Gardners Tax & Financial Service, where he continues involvement in tax preparation and accounting. Gardner also manages Woodmere Estates, a real estate rental business. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, supported by advanced research and operational tools.

Bryan Gleghorn is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company and Merrill, as well as Bank of America. 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 a written Recommendation Report and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Russell Werme is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 14 years of industry experience. He previously worked at Merrill for three years before joining Raymond James, where he has been since 2016. Outside of his advisory role, Werme owns Lucid Services, LLC, a business that bids on VA contracts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Robert Mrozek is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2016, following prior roles at StoneX Advisors Inc. and Wrp Investments, Inc. Outside of his advisory work, he operates an independent insurance agency and is involved in managing short-term rental properties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms for discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Robert Deemer is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company and Edward Jones. Outside of financial advising, he serves as a part-owner and attends quarterly board meetings for an apartment complex. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data to deliver tax-aware withdrawal strategies and income planning.

Brodie Patten is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. He previously worked at Lincoln Financial Advisors for five years and at Highmark for five years. Outside of his advisory role, he operates an insurance agency offering accident, health, disability, and life insurance products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, providing comprehensive financial planning and various portfolio management programs. The firm employs model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers both discretionary and advisor-managed investment strategies.

Stacey Sullivan is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. Her prior roles include work at Cuso Financial Services, Princor Financial Services Corporation, Principal Life Insurance Company, MSI Financial Services, and KeyBanc Capital Markets. She is also involved in community activities, including volunteering with the YMCA. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians, supports both discretionary and non-discretionary management, and provides proprietary model strategies through its Founders Gate Capital brand.

Michael Champ is a CFP® professional with two years of experience, currently serving as an advisor at Raymond James & Associates. His background includes roles in education and municipal service at various institutions in Beaver, PA, along with his current position at Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.