Gary Boatman is a CFP® professional with 17 years of experience in financial advisory, operating as the sole advisor at Boatman Wealth Management, LLC. He has managed his own practices since 1979, including a tax preparation business and insurance services. In addition to his advisory work, he is involved in tax preparation through Valley Tax Services, LLC, and owns a local shopping center. Boatman Wealth Management is an independent advisory firm serving individuals and charitable organizations with investment advisory, financial planning, and consulting services. The firm primarily manages assets on a non-discretionary basis through third-party managers and model portfolios while also providing referrals for tax preparation and insurance products.

Neil Maggi is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Trendscast Financial LLC and has also been involved with Maggi Retirement Planning, Marley Financial Services, Inc., and America's Benefit, Inc. In addition to his advisory work, Maggi occasionally prepares tax returns for clients as a registered tax preparer during the tax season. Trendscast Financial LLC provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and offering both discretionary and non-discretionary services.

Earl Stevenson Jr. is a financial advisor at Chicago Capital Management Advisors, LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Forest Securities, Inc., Avellino Financial Advisors, Inc., Questar Asset Management, and Charis Financial Group. Stevenson is also an enrolled agent with the IRS and performs tax preparation services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers a range of model strategies tailored to client risk profiles, including the use of derivatives for hedging and income.

Todd Loyal is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He has held his current position since 2013 and previously worked at United Bank for three years. Todd holds Series 63 and Series 66 licenses. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs through its clearing relationship with Wells Fargo Clearing Services, employing a strategy that includes asset allocation, mutual funds and ETFs, individual securities, model portfolios, and tax-aware overlays.

Kristin Bernard is a financial advisor at Janney Montgomery Scott with a Series 66 credential and no prior industry experience. Her work background includes roles at Elderton State Bank, Oklahoma Christian University, and various delivery services such as Instacart and DoorDash. She is currently associated with Spark Delivery alongside her advisor position. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Timothy Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His career includes prior roles at Bank of America and Merrill. Outside of his advisory work, he coordinates the Health Kids Running Series in Chadds Ford, PA, and serves as a trustee for the Catholic Institute and member of the investment committee for The Catholic Foundation in the Diocese of Greensburg. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Lisa Ritsko is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Mykel Haney is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and two years of industry experience. His prior work includes roles at KeyBank, Bank of America, Merrill, and PNC Investments LLC. 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 through a network of financial professionals, using a multi-provider model and integrating services from KeyCorp affiliates.

Geremy Hoover is a CFP® professional with 16 years of experience at Janney Montgomery Scott. He has worked at Janney continuously since 2014. Hoover serves as a board member for Fillies Basketball, a nonprofit promoting girls’ basketball development in the Laurel Highlands School District. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

Christopher Filicky is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Peter Barchetti is a financial advisor with Centaurus Financial, Inc. in Uniontown, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Centaurus Financial since 2006. Outside of advisory services, he owns and operates a tax preparation and accounting business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and providing both discretionary and non-discretionary investment arrangements.

Melody Cole is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and various advisory programs, utilizing both in-house and third-party portfolio management.

Jeffrey Costelnock is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2005. The firm manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. Janney offers a range of brokerage services, financial planning, and advisory programs, delivering investment advice through a combination of in-house management and third-party managers.

Melissa Herron is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2009. Outside of her advisory role, she serves on the Development Committee for the Touchstone Center for Crafts in Farmington, PA. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, planning, consulting, and advisory services.

William Bush is a financial advisor at Wealth Enhancement Advisory Services, LLC with 56 years of industry experience. He previously worked at BPU Investment Management, Inc. and LPL Financial. He serves as a board member of the Fayette County Assessment Appeals Board in Pennsylvania. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across risk classes, supported by quantitative and fundamental research.

Devan White is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, LLC and BPU Investment Management, Inc. Outside of his advisory work, he owns a real estate rental business in Perryopolis, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Laura Williams is a financial advisor with Janney Montgomery Scott in Uniontown, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Janney Montgomery Scott since 2005, following a brief tenure at Parker/Hunter Incorporated. Williams serves as a board member of the Mon Valley Regional Chamber of Commerce in Charleroi, PA, participating in local business events and initiatives. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele through a range of advisory programs and combines in-house portfolio management with third-party managers.

Lukas Goehring is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked primarily with Key Investment Services and KeyBank since 2020. Prior to his financial services career, he held positions at Saint Vincent College and Blackhawk School District. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider platform combining discretionary implementation with manager-designed portfolios and maintains integration with KeyCorp affiliates for additional financial services.

Daniel Sickelsmith is a CFP® professional with one year of experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Walmart and Shoppers Value Foods. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large network of advisors, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee and various implementation tools.

Daniel Odonnell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and discretionary model accounts implemented via approved third-party strategists.

Michael Tetteris is a financial advisor at Janney Montgomery Scott with the Series 66 designation and four years of industry experience. Prior to joining Janney in 2021, he worked at Invacare Corporation and Philips Respironics. He is a member and Senior Warden of the Free and Accepted Masons of Pennsylvania Lodge #252 and serves on the financial panel of the Grand Lodge of Pennsylvania Free and Accepted Masons, providing volunteer financial consultations. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs with a combination of in-house and third-party portfolio management.

John Coleman is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2005. Outside of his advisory role, he is a 50% owner of Colebrook Chocolate Co., a chocolate manufacturing and retail business, and serves on several local boards, including Highlands Hospital, Fayette County Cultural Trust, and Fayette County Sports Hall of Fame. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, combining in-house and third-party portfolio management across multiple platforms.

Angela Danko is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott and its affiliated entities since 2018. Prior to her advisory career, she worked at Highlands Hospital for sixteen years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

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.

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.

Timothy Sepsi is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at OSAIC since 2023 and previously at Sagepoint Financial, Inc. and Waddell & Reed, Inc. He manages SEPSICO, LLC, a tax account, and serves on the board of OWL'S CLUB, a social club involved in community activities. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate entities, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation and portfolio management, and it is notable for its scale, complex affiliate structure, and recent consolidation activities.

Mark Kovacs is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cambridge Investment Research Advisors, FSC Securities, and Investors Capital Corp. Kovacs is also active as an independent insurance agent, offering fixed life insurance and annuity products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a broad range of investment and financial planning programs.

Christina Roeding is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds with oversight and risk controls.

Carly Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of her advisory role, Jenkins is involved with Jenkins Tax, Accounting & Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of investment options.

Melanie Illar is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with UBS Financial Services from 2012 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Michael Kanalis Jr. is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent 15 years at PennWest University (California University of PA). He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Chad Novotney is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tiffany Guittap is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at OSAIC Institutions, Mid Penn Bank, and WesBanco Securities. She serves as chair of the Fayette Advisory Board at Penn State University and holds leadership roles in local high school sports booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party managers, supporting discretionary and non-discretionary authorities across multiple program structures.

Mark Lyons is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2004. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Hayden Pascoe is a financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he is involved in selling Medicare advantage and supplement plans through Health Benefits Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Derek Murray is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles including positions at Tristar Motors and University Motors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor and branch network as well as affiliated services such as a trust company and securities-based lending.

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.

Evan Haines is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products.

James Gwyer is a financial advisor with Edward Jones in California, PA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as President of the Bethlehem Center School District Board and is a board member for Center in the Woods in Brownsville, PA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Edward Capuzzi Jr. is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he worked at SagePoint Financial, Inc. for 14 years. He serves as a board member of the Community Foundation of Fayette County, where he is involved with scholarships and grants. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of third-party and proprietary investment strategies.

August Malekovich is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Fundamental Advantage and Waddell & Reed, Inc. He has also been involved with various insurance carriers and operated Malekovich Properties for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

William Hecklick III is a financial advisor with Cetera who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Ameriprise and WesBanco Securities, and he currently owns several businesses, including Speer Street Financial and CPA To Fa LLC, through which he coaches CPAs and tax professionals transitioning into financial planning. Hecklick also manages The 412 Collection, an online collectibles business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. It offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with access to affiliated and third-party investment strategies.

Harry Beck III is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at Prudential-related firms and has experience outside finance including work at Herrmans Ground Maintenance and the University of Pittsburgh at Johnstown. His current role involves providing advisory services through LPL Enterprise. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm uses model-driven investment implementation and provides access to third-party asset managers and a range of financial planning and consulting services.

Karen Gould is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as the Handbell Choir Director at St. Paul's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options through its WealthPlan program while maintaining separate services.