Broker Check

Strategic Resources


Anna Bernat Butson, Esquire

2200 Georgetown Drive, Suite 200

Sewickley, PA 15143

(412) 656-2040

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Eric S. Wortzman, CPA, ABV/CFF, MST

454 Perry Highway

Pittsburgh, PA 15229

(412) 930-4808

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Will Winter, CPA, MSA

601 Allegheny River Boulevard

Verona, PA 15147

(412) 794-8224

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Medicare Consultant

Amy Terrell

3750 Park East Drive

Beachwood, OH 44122

(216) 533-3553

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Medicare Consultant

Patti Bagley

993 Wilmore Road

Ebensburg, PA 15931

(814) 203-0701

coming soon

Third Party Administrator

Robert L. McNulty, CPC

Stonewood Commons I

101 Bradford Road, Suite 200

Wexford, PA  15090

(412) 688-6427 Ext. 101

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Third Party Administrator

Bryan S. Horetsky, QKA, QPA, ERPA


P.O. Box 578

Wallingford, PA 19086

(610) 646-7076 ext. 1000

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Student Loan Resource

Mackensie Ellis

Manager, Business Development

11 Stanwix Street, Floor 15

Pittsburgh, PA 15222

(267) 990-8581

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You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Butson Financial Advisors.