Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Pinnacle Investments since 2019 and has concurrent experience with Global Investment Advisors, LLC and Essex Securities LLC since 2010. Outside of advising, Snyder manages and works as a bartender and cook at Stanley's Bar & Grille. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in regulatory assets under management and about 50 advisors serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis across a range of investment products.

Tana Hessom is a financial advisor with PNC Wealth Management in Sarver, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Jeffrey Pifer is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 10 years. He is also involved with Pifer Financial Group in Sarver, PA, where he works as an insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Joseph Lucchino is a financial advisor with Eagle Strategies (NY Life) based in Natrona Heights, PA. He holds the ChFC® designation and the Series 63 license, with 43 years of industry experience. Lucchino has been affiliated with Eagle Strategies since 2004 and operates his own firm, Lucchino Insurance & Financial Group, since 2015. He also sells health insurance through Fortis Insurance Company under a licensure held for 20 years. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Raymond Winslow is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Star Financial Services Group LLC since 2013. Outside of advising, he is involved in income tax preparation and occasional bookkeeping and payroll services. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Frank Amato II is a financial advisor with Eagle Strategies (NY Life) based in Leechburg, PA, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked with Eagle Strategies since 2015 and has been involved with Amato Financial Services and New York Life Insurance Co. since 2007. Outside of his advisory role, he owns and operates a retail floor covering business in Freeport, PA. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

David Lacinski is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2021. He also has concurrent roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, both since 2009. Outside of his advisory work, Lacinski helps coach the varsity football team at Armstrong High School. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Ronald Jones is a financial advisor with Eagle Strategies (New York Life) based in Saxonburg, PA, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been affiliated with Eagle Strategies LLC since 2008 and operates under the DBA Ronald Jones Financial Services for selling New York Life products. Outside of his advisory work, he serves on the boards of Community Care Connections Inc., Butler County Family YMCA, and the Knoch Boys Lacrosse team. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Corina Wack is a financial advisor with Eagle Strategies (New York Life) based in Saxonburg, PA, holding Series 63 and Series 65 licenses and possessing six years of industry experience. Her career includes roles at Dream Big Wealth Strategies, LLC, EdiFi Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as Vice President of the Ladies Auxiliary to the Butler Township Volunteer Fire District, organizing local fundraisers, and is Vice Chair of the Mainline division of the Rotary Leadership Institute, where she helps train future leaders. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisers. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Brian Bayer is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at LPL Financial, HSBC Securities USA, Inc., and Flagstar Wealth Services. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

Ronald Jones is a financial advisor at Eagle Strategies (New York Life) with 42 years of industry experience. He holds a Series 63 designation and has been associated with Eagle Strategies since 2000. Jones also operates Ronald D. Jones Financial Services, which offers New York Life products and non-registered insurance services. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Robert Dicola is a financial advisor at Cetera with 42 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at firms including Sagepoint Financial and First Allied Advisory Services. Outside of his advisory work, he is a musician, spending time on related activities monthly. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Financial Solutions. Outside of his advisory work, he owns a golf simulator business. LPL Enterprise provides advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through its network of investment adviser representatives.

Jason Fischer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also has ongoing involvement with Uber. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a focus on discretionary implementation through its wrap program and TAMP sponsors.

Troy Schall is a financial advisor with Edward Jones in Ford City, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Jobot and Maxim Healthcare. Outside of his advisory role, he is the owner of S Squared Stables LLC, a horse boarding and training business managed primarily by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated capabilities beyond advisory services.

Philip Wosotowsky is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 40 years of industry experience. He worked at Pruco Securities, LLC for 39 years before joining LPL Enterprise in 2024. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of securities and insurance products.

Joseph Mc Guigan Jr. is a financial advisor at Edward Jones with 27 years of industry experience. He has held his current role at Edward Jones since 2004. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

James Piotrowski is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 33 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Piotrowski also serves as an advisor and agent for Liberty Mutual in property and casualty insurance-related activities. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, operating both as an investment adviser and broker-dealer with affiliated insurance services.

Nathan Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and CUNA Mutual Group since 2014. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Courtney Callas is a CFP®-certified financial advisor with LPL Financial, based in Kittanning, PA, and has nine years of industry experience. She has been with LPL Financial since 2015 and previously worked for the Franklin Regional Area School District. Outside of her advisory role, she works part-time as a natural gas meter reader. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Jennifer Williams is a financial advisor with LPL Financial in Leechburg, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Pennsylvania State Employee Credit Union since 2022 and previously held roles at Citizens Securities, Inc. and Citizens Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, institutions, and retirement plan sponsors. The firm offers a range of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory financial products.

John Callas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, he consults on qualified plans through J. Alexander Callas Qualified Plans Consultants. LPL Financial serves a wide range of clients including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers diverse advisory and brokerage services supported by an in-house research team and flexible investment solutions tailored to client needs.

Stephen Warcholak is a financial advisor with Edward Jones in Ford City, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Beth Davis is a CFP®-certified financial advisor with Edward Jones, based in Freeport, PA. She has 14 years of industry experience and has been with Edward Jones since 2011. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, tax-efficient strategies, and affiliated investment products.