Top financial advisors working with executives in Indiana, PA

Galen Bargerstock Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. He also serves as president of an insurance agency, where he focuses on insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, using a range of analytical approaches and model portfolios.

Melissa Herman is a financial advisor with Ameritas Advisory Services, LLC in Indiana, Pennsylvania. She holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to her advisory roles, she manages Temp2Tech LLC, a staffing and recruitment firm. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm combines various investment vehicles and third-party solutions across multiple platforms to build customized portfolios.

John Kinney is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Osaic Institutions since 2013, previously associated with Apollo Trust Company and Waddell & Reed. Kinney also serves as an agent for life insurance and annuity products with the National Slovak Society Life and the Greek Catholic Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Scott Weber is the Associate Resident Director of the Indiana, Pennsylvania office and team leader of the Mackey Weber Group within Merrill. He brings over 26 years of experience in the financial services industry, including nearly eight years in banking prior to his current role. Scott and his team focus on client needs such as services for endowments, foundations, and non-profits, employee financial health, and personal retirement planning. Scott earned both his Bachelor's and Master's degrees from Indiana University of Pennsylvania. He holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Accredited Asset Management Specialist (AAMS) designations. He also maintains multiple FINRA registrations as well as licenses for Life/Health and variable insurance products. Active in his local community, Scott participates in organizations such as the Indiana County Community Action Program, Indiana County Endowment, and St. Thomas More University Parish. He lives in the Indiana area with his wife and two children, where they are engaged in church and volunteer activities. Outside of work, Scott has interests in football, music, and singing.

Shawn Steffee II is a financial advisor with Ameriprise in Indiana, PA, holding a Series 66 designation and two years of industry experience. His prior positions include roles at LPL Financial, OSAIC, Lincoln Financial Advisors, Mosaic Wealth Consulting, and S&T Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.