Kelsey Jah is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities LLC for ten years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Nils Nolan is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Sagepoint Financial, ILG Private Wealth, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Guardian Life. Nolan also has involvement in related insurance activities and operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment models and tools while supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Richard Matthews is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company, The Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, LLC, and PNC Investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning with attention to dependable income sources and tax-aware withdrawal strategies.

Austin Naser is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has prior work history with The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes roles at Waynesburg University and Trinity High School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Evan Haines is a CFP® and ChFC® with nine years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, spanning a total of nine years combined. He also spent four years at Allegheny College. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Robert Mac Whinnie III is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his advisory career, he was a professional golfer for 12 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative, annual planning engagements.

Dean Ponterio is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at Cetera since 2025 and has prior experience at H.D. Vest in various roles from 1998 to 2019. In addition to his advisory work, he operates an accounting and tax preparation practice as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Marielise Fraioli is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in legal practice and held positions at Pilgrim Christakis, LLP, Lawrence Kamin, LLC, and Kaplan & Associates, LTD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Gwyer is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, Gwyer serves as President of the Bethlehem Center School District board and is a board member for Center in the Woods in Brownsville, Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Paul Linn is a financial advisor at J.P. Morgan Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Citizens Securities, Inc., PNC Investments, and Valic Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Kevin Broom is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank for 14 years. Outside of his advisory role, he owns Ergon Gaming PCs in Sutersville, Pennsylvania. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers, emphasizing personalized risk assessment and model matching.

Kevin Rose is a financial advisor with LPL Financial based in Finleyville, PA. He holds CFP® certification and has 31 years of industry experience. His prior experience includes roles at Triad Advisors, Inc. and Tower Square Securities, Inc. In addition to his advisory work, he prepares tax returns and is a licensed notary in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by technology and a broad platform that includes advisory and non-advisory financial activities.

Anthony Mascioli is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015, as well as at Citigroup Global Markets from 2014 to 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Amanda Swick is a Series 66-licensed financial advisor with four years of industry experience. She currently works at Morgan Stanley and previously held roles at Raymond James & Associates, Merrill, and TIAA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates.

Daniel Morgano is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and PRUCO Securities, LLC. He has also worked in various capacities at Wildwood Country Club and Allegheny College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, trust custody services, and insurance products.

Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 13 years of industry experience. Before joining Cambridge in 2023, he worked at PNC Investments and Stifel Nicolaus & Co. He is also the owner of AGL Financial LLC, an entrepreneurial venture separate from his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

August Malekovich is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Fundamental Advantage and Waddell & Reed, Inc. He has also been involved with various insurance carriers and operated Malekovich Properties for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

Tracy Hindman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior experience includes six years at Prudential Insurance Company of America and Pruco Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Yezovich is a CFP® and CFA® charterholder with 11 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2022 and previously spent six years at Hefren Tillotson. Yezovich serves as a board member of the Norwin Chamber of Commerce in Irwin, PA. He is part of The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies.

Thomas Stroyne is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over two decades at Securities America Advisors, Inc. and Golden Strategies Financial Group, where he serves as president and sole proprietor. He is also an officer of a local homeowners association. OSAIC serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using a range of tools and third-party platforms to construct and manage diversified portfolios across multiple asset classes.