Our Advisors

Regina M. Beatty, CBEC®, CFP®, CRPC®

Sarasota, FL Office
Greensburg, PA Office
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Gregory D. Brumagin,
M. ED

Erie, PA Office
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David J. Estatico, CFS®, CRPC®

New Alexandria, PA Office
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W. Michael Green, CLU®, ChFC®

Waxhaw, NC Office
Read more about Michael

 

 

 

Bruce A. Horvitz, ChFC®, RFC®, CRPC®

Monroeville, PA Office
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Edward L. Kelley Jr.

Ligonier, PA Office
Read more about Edward

 

 


 

Kurtis R. Kuyat, RFC®

Monroeville, PA Office
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Scott A. Lauer

Monroeville, PA Office
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R. Art Lubomski CLU®, CRPC®

Erie, PA Office
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Robert J. Luksis, Jr.

Canonsburg, PA Office
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Donald A. McDade CFP®, CFS®, ChFC®, CRPC®, CLU®, AEP®, LUTCF, MSM

Monroeville, PA Office
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Robert S. Miloszewski

Sewickley, PA Office
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James C. Morrow, CFP®, AEP®

Canonsburg, PA Office
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H. Nicole Mullinix, CFP®, CRPC®, MBA, CDFA

Canonsburg, PA Office
Read more about Nicole

 

 

 

Jamie P. Patten, LUTCF

Beaver, PA Office
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Ronald Romeo, CLU, ChFC®

Monroeville, PA Office

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Jeffrey K. Ruffing

Monroeville, PA Office
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Richard J. Smith Jr.

Monroeville, PA Office
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Ryan C. Smith, MBA, LUTCF

Erie, PA Office
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Shannon M. Sottile, CFP®, ChFC®

Indiana, PA Office
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Daniel P. Stephans, ChFC®, CRPC®, CFS®

Monroeville, PA Office
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Kevin P. Tatar, MBA, CRPC®, CRPS®

Sewickley, PA Office
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Kevin D. Testa, CFP®

Canonsburg, PA Office
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Paul M. Yuna, CLU®, CRPC®

Canonsburg, PA Office
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Mindy M. Zatta, MBA, CRPC®, CFP®

Canonsburg, PA Office
Read more about Mindy