Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Benjamin Rovee, MBA

Benjamin Rovee, MBA

Chief Information Officer, LEAP Ambassador

412.733.4003

412.733.4039

Brett Sarver

Brett Sarver

Chief Operating Officer

330.668.9065

330.668.9066

C. Cletis Vanscoy*

C. Cletis Vanscoy*

Financial Professional

304.903.8320

304.903.8321

Connie Hotchkiss*

Connie Hotchkiss*

Executive Assistant | OSJ Operations Associate

330.668.9065

330.668.9066

Joe Dazey CFP, CLU, ChFC, CASL*

Joe Dazey CFP, CLU, ChFC, CASL*

Executive VP of Investments

330.670.8185

330.668.9066

Joseph Pilla*

Joseph Pilla*

Vice President Advanced Strategies

216.545.1780

216.450.1266

Julie January*

Julie January*

Field Supervision Specialist

330.668.9065

330.668.9066

Kevin Beyer

Kevin Beyer

Financial Professional

330.668.9065

330.668.9066

Logan  Harding

Logan Harding

Financial Professional

3306069691

3306689066

Mark Blumenthal*

Mark Blumenthal*

Senior Vice President of Marketing and Advanced Sales

614.534.1750

614.534.1751

Matthew Slain*

Matthew Slain*

Financial Professional

216.545.1780

216.450.1266

Michael Greene*

Michael Greene*

Financial Professional

330.668.9065

330.668.9066

Michael Sidoti*

Michael Sidoti*

Vice President of Sales - Financial Adviser

330.668.9065

330.668.9066

Nick Solitario*

Nick Solitario*

Financial Professional

330.668.9065

330.668.9066

Nicole Morrison

Nicole Morrison

Executive Administrative Assistant | Advisor Support

412.733.4000

412.733.4070

Steven Goodman*

Steven Goodman*

Financial Adviser

330.668.9065

330.668.9066

Travis Wilson

Travis Wilson

Financial Professional

330.668.9065

330.668.9066

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.