Gennaro Marsico is a financial advisor with Raymond James & Associates, holding a Series 66 credential and offering 21 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, he is a partner in Tesera LLC, an LLC involved in owning undeveloped real estate for potential future development. 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, providing financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Emmett Santillo is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Outside of his advisory role, he serves as Chairperson on the three-member elected board for North Sewickley Township, where he participates in the water authority and planning commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maria Corradi is a financial advisor with Raymond James Financial and holds the Series 66 designation. She has 10 years of industry experience, including a decade at Janney Montgomery Scott before joining Raymond James in 2025. She serves as a board member of the Beaver County Children & Youth Advisory Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Carly Lyons is a financial advisor with Stifel in Beaver, PA, holding the Series 66 designation and bringing 23 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Janet Rinker is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at PNC Investments and PNC Bank. Outside of her advisory role, she is also an insurance agent and employee at Gratton & Kerr Financial Group LLC, providing insurance and advisory services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using advanced software tools and provides access to various investment and planning programs.

Mark Carlozzi Sr. is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at American Portfolios Financial Services Inc and Next Financial Group Inc prior to joining OSAIC. Outside of his advisory role, he serves as a board member and secretary for a local professional condo association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client needs.