For nearly 15 years, Brian Debbis has helped his clients address their financial concerns and develop strategies by focusing on their specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients not only deserve, but have come to expect from him and the team.

Brian utilizes planning processes to develop a long-range investment plan based on his clients’ personal and business goals. This comprehensive planning approach allows him to help families, businesses, and institutions grow, preserve, and transition wealth in accordance with their wishes.

After earning a Bachelor of Finance from Pennsylvania State University and then beginning his career as a risk manager/trader with a New York-based hedge fund, Brian joined Wachovia Securities (a predecessor firm of Wells Fargo Advisors) in 2006. Four years later, he became a CERTIFIED FINANCIAL PLANNER® professional. Brian earned this designation by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements.

Brian enjoys spending his free time with his wife, Tara, and their three sons, Cole, Nicholas, and Benjamin. Brian loves coaching soccer and watching his boys in the multiple programs they participate in throughout the year. As proud members of their community, Brian and Tara enjoy helping the Light of Life Charity, and they also work with Blueprints Washington Country to donate their time and resources to families in need.

CA Insurance License Number 0K96043. Resident State PA

With more than four decades of experience managing wealth for his clients, Bud Jackson is confident he’s seen all that the markets have to offer. Through countless market swings, the stock market crash of 1987, the dot-com bubble of the ‘90s, and the COVID-19 pandemic, Bud has remained a beacon of guidance for his clients and their ever-changing needs.

As co-founder of Heritage Seubert, Bud’s mission is to provide every client with targeted, comprehensive financial advice and investment management – all of which he strives to deliver with the highest level of personal service and professional integrity. Working with high-net-worth individuals, families, corporations, and trusts, his areas of focus include balanced portfolio design intended to address their long-term financial goals. Bud does so through estate investment planning, business continuity, and wealth transfer services.

As a proponent of continued education, Bud has taken it upon himself to earn some of the most distinguished certifications in the industry, including the Charter Financial Consultant®, Chartered Life Underwriter®, and CERTIFIED FINANCIAL PLANNER® certifications.

In 2020, Bud was named a Platinum Council advisor by the firm. He also holds the Series 7, 24, 63, and 65 securities registrations.

_{The Platinum Council distinction is held by a select group of Financial Advisors within
Wells Fargo Advisors as measured by one or more of the following: completion of educational
components, business production from the previous year, and professionalism. Additional
consideration may have included best practices and team structure.}

As a family man with an extensive background in investment strategy design and implementation, Sanjit Khara helps individuals, families, and businesses grow, preserve, and transfer their wealth. By providing comprehensive investment planning knowledge, he assists his clients with addressing the many complexities associated with their wealth. His core areas of focus include wealth accumulation, retirement income planning and cash flow, asset preservation and transfer strategies, and multi-generational planning – all carried out in conjunction with his clients’ tax and legal team.

At the beginning of his career, Sanjit worked at Prudential Securities in Pittsburgh, where he developed a fundamental knowledge of investments and insurance. However, he soon realized he wanted to shift his business’ focus to the needs of his clients, and he subsequently joined UBS Financial Services, Inc. More than a decade later, he and his team joined Wells Fargo Advisors Financial Network in 2016 to take more control of their business and provide investment advice and services more tailored to their clients’ needs. Sanjit dedicates his role to delivering a wealth management and investment process tailored to each client’s specific situation, all with the goal of proactive service and extreme responsiveness at the forefront.

Prior to joining the industry, Sanjit graduated from the University of Pittsburgh with a B.S. in Economics. He then went on to earn the Chartered Retirement Planning Counselor® designation from the College for Financial Planning and he became a CERTIFIED FINANCIAL PLANNER® professional.

Outside the office, Sanjit enjoys family activities with his wife, Carolyn, and their two daughters, Alisha and Gia. Sanjit serves on the executive board of the Seneca Valley Youth Football & Cheer Association.

Sanjit and his team’s professional accolades include being named one of 2023, 2024, 2025 and 2026 Forbes Best-in-State Wealth Management Teams. Individually, he was named one of 2026 Forbes Best-in-State Wealth Advisors. Sanjit was also named a 2024 Advisors to Watch 100 Next Gen by AdvisorHub.

He likes to stay active both physically and mentally, whether he’s reading, working out, or playing hockey.

CA Insurance License Number 0J15180. Resident State PA


<sub>2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub).
The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Next Gen ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.</sub>

As co-founder of Heritage Seubert, Allen Long focuses on working with corporations and businesses to provide corporate retirement plan services, including plan design, investment due diligence, fiduciary oversight/compliance, and participant education. He also provides business owners with strategies for related deferred compensation, key man/buy sell insurance, estate planning strategies, and continuity issues. And what he believes to be a benefit to his clients, Allen studied to become a Certified 401(k) Professional, one of the most rigorous credential available in corporate retirement plans.

Furthermore, as an Institutional Plan Fiduciary Consultant, Allen has dedicated himself to helping corporate and institutional clients manage all aspects of their retirement plans. The services he provides in this role include assistance with plan evaluation and benchmarking, vendor selection, investment review, and participant communications on topics crucial to retirement security, which can lead to improved participant outcomes.

Allen began his career nearly 30 years ago after graduating from the University of San Diego, where he earned of a Bachelor of Arts in Accounting. He then worked in the computer systems integration field before partnering with an investment limited partnership that worked with high-net-worth investors. Allen then formed Seubert Financial in 1995, and in 2003, he joined forces with Bud Jackson (Senior Financial Advisor, Managing Partner) to establish Heritage Seubert as its known today.

While in college, Allen met Lynn, who he has now been married to for more than 30 years. They are the proud “parents” of two French bulldogs and one cat. Away from the office, Allen’s hobbies include golfing, traveling, motorcycles, hiking, and fitness, the latter of which he believes is a critical component of a healthy work/life balance.

CA Insurance License Number 0C15581. Resident State PA

As a Senior Financial Advisor, Greg Ohl doesn’t just focus on his clients’ accumulation of wealth. Instead, he looks further down the road and aims to create a lifetime income strategy to support each client’s ideal outcome, which can last as long as 30 years for some.

With this mindset at the forefront of his service model, Greg also specializes in asset management with an emphasis on the conversion of savings to income streams and Social Security Income planning options. He also offers Retirement Plan Fiduciary Consulting services, along with educational services, including IRA distribution strategies, employee transitional counseling, executive benefit planning, and wealth transfer strategies.

Prior to becoming a Financial Advisor, Greg attended Duquesne University, where he earned a Bachelor of Science in Business Administration, majoring in finance and information technology. He also holds his Series 7 and 63 securities registrations.

In his current role, Greg is a member of the Retirement Plan Advisory Program (RPAP), an internal organization designed to enhance the service of advisors who focus their business on retirement plans.

CA Insurance License Number 0E26007. Resident State PA

A career spanning more than 25 years has shown Mike Kaczmarek that while most of his clients all paint themselves a different picture of their retirement, they all have a common need for a dedicated advisor who knows them, understands their highest priority goals, and creates an investment plan specific to their situation. Mike’s specialty areas include corporate retirement plans (with a focus on fiduciary oversight and investment analytics), in addition to customized wealth management strategies for individual clients and plan participants.

Prior to joining the industry, Mike studied at Indiana University of Pennsylvania, where he earned a Bachelor of Science in Finance. He also holds his Series 6, 7, 63, and 65 securities registrations.

Throughout his career, Mike has consistently demonstrated the competence, conduct, and ethical standards to carry out a fiduciary standard of care in serving the best interests of his clients. Mike is also a member of the Retirement Plan Advisory Program (RPAP), an internal organization designed to enhance the service of advisors who focus their business on retirement plans.

CA Insurance License Number 0K02510. Resident State PA