LPL Financial Branch Office: 3875 Franklintowne Court, Suite 130 Murrysville, PA 15668 724.733.7333 1.877.931.5678 fax 724.733.8564
North Hills Branch Office: 9401 McKnight Road, Sute 306 Pittsburgh, PA 15237 412.635.2400 fax 412.635.2401
Bryan C. Davis , GEPC,Founder and President, has more the 18 Years experience as a registered representative. Bryan first joined American Express Financial Advisors in 1993. Bryan was a member of the Advanced Planning Group while employed at American Express. In 1999, he joined Polaris Financial Services, an independent financial services firm located in New Haven, CT. Bryan finished as one of the Top 25 Advisors with Polaris based on annual production. In 2000, Jefferson Pilot Securities Corporation acquired Polaris Financial Services. In 2001, Bryan Joined LPL Financial, an independent financial services firm located in Boston, MA and San Diego, CA. He earned his Bachelor of Science degree in Finance from Gannon University in 1993. While attending Gannon University in Erie, PA, he assumed the role of President of the Edward C. Lamb Student Investment Trust. Bryan has successfully passed the FINRA Series 7, Series 24, Series 63, and Series 65 examinations held through LPL Financial. In addition Bryan holds Life, Accident & Health Insurance Licenses. Bryan earned the Graduate Estate Planning Consultant designation from the National Institute of Estate Planners in October 2003. He is also enrolled in the CERTIFIED FINANCIAL PLANNER TM Program with the College of Financial Planning in Denver, CO.
Ronald W. Geisler, LPL Financial Advisor, in 1989 graduated from Robert Morris College where he studied and earned a B.S.B.A in Finance with a minor in Quantitative Business Analysis. From there he began his career with a brokerage firm where he initially earned his registrations to offer access to a variety of securities which included stocks, bonds, and mutual funds. Ron then joined American Express Financial Advisors (A.E.F.A) in 1993 where he began his long-term career and passion as a comprehensive financial advisor. In late 2003, after 10 years experience with A.E.F.A., he then joined his present firm The Advisors LLC and affiliated himself with LPL Financial an independent broker dealer with over 12000 independent advisors nationwide and recognized by the 'Financial Planning Magazine' for 15 years in a row (1996 - 2011) based on revenue, as the top independent broker/dealer firm. With the support and reputation of LPL Financial and over thirteen years of experience in the financial services industry, Ron is in a position to offer a complete array of financial and insurance products through unbiased and objective advice. Ron currently holds with LPL Financial his FINRA Series 7, Series 63, and Series 65 registrations in conjunction with his Life, Health & Accident insurance licenses. He is also enrolled in the CERTIFIED FINANCIAL PLANNER TM Program with the College of Financial Planning in Denver, CO.
Edward D. Szerbin,LPLFinancial Advisor, has been with The Advisors LLC since May 2005. He started his career in the financial industry as a municipal bond trader with Kidder, Peabody in 1985. From there he moved to the retail side of the business as an advisor with Shearson, Lehman Hutton, Parker/Hunter, and Prudential Securities before joining Dreyfus Investment Services/Mellon Bank in 1992. He served as Vice President of Investments, covering Westmoreland County, until his current position with The Advisors LLC. He holds his Series 7, Series 63, and Series 65 registrations with LPL Financial, in addition to the Health and Insurance Licenses. Ed is a graduate of Duquesne University, with a Bachelor of Science in Business Management. Ed takes a hands-on approach in handling his clients with personal and individualized attention. Ed's philosophy is: "Everyone's financial and life situation is uniquely different. I have to not only gather complete information about my clients needs and resources, but get to know them as people in order to best understand their goals. From there can you begin to implement plans and products that can address these goals, working hand in hand with clients to monitor their plans throughout their lives." As a life long resident in the South Hills of Pittsburgh, Ed, his wife Susan, and their two children, Shayla and Keira, are commited to family and school activities.
Joe Horency, MBA,LPLFinancial Advisor, joined The Advisors LLC in February 2006.As a LPL Financial Advisor he offers both individuals and businesses comprehensive financial planning services. Individual services include retirement, education, and estate planning; business services include insurance and business continuation planning.Joe carefully reviews a client’s needs, and then makes recommendations tailored to address their specific financial goals.Due to the various investment options offered today, he determines the correct investment vehicle by investigating investments to help determine the correct balance for his clients.Joe’s philosophy is: “I feel good knowing that I am helping people pursue financial independence and freedom. The best investment that I can make is to spend some time up front to get to know my clients and their unique goals.If I take care of my clients needs first, everything else will take care of itself”.Prior to The Advisors LLC Joe worked as a Financial Advisor for Parker/Hunter Inc (which was purchased by Janney Montgomery Scott LLC) and Morgan Stanley. Joe also worked at T. Rowe Price Associates as a Customer Service Representative in their retirement plan department.A native of the Latrobe area. Joe earned his Bachelor of Science degree in Business Management, minor in Law and Public Policy from The University of Maryland and an MBA in Finance from HoodCollege. Joe was honored with the Paul Harris Fellow Award in August 2009 by the Rotary Club of Latrobe for becoming President of their chapter. He is also a Mason, Knight of Columbus, a member of the Latrobe Legends Business Networking International group, and a member of the Board of Directors of the Latrobe Chamber of Commerce.
Scott L. Linville,CFP®,LPLFinancial Advisor, joined The Advisors LLC in June of 2009 after having been associated with Janney Montgomery Scott LLC for 25 years as a financial consultant. He earned his BA degree in Economics from Washington and Jefferson College in 1979 and has been a CERTIFIED FINANCIAL PLANNER TM professional since 1992. Scott lives in the Washington area with his wife Cindy. He has two children currently in college; Brian at the US Naval Academy, and Emily, at the College of Wooster. When not working, Scott enjoys spending time with his family.
Lynette Buehner, Administrative Assistant
Sandy Misera, Administrative Assistant
Darlene Lewon, Administrative Assistant
Securities and financial planning offered through LPL Financial, A Registered Investment Advisor - Member FINRA/SIPC