Joshua Mounce is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 credential and has worked at several firms including Raymond James Financial Services and Citizens Securities. In addition to his advisory role, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both discretionary and non-discretionary portfolio strategies across multiple platforms.

Robert Magee is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Cetera and its affiliate entities since 2013 and is the owner of Magee Investment Associates Inc. In addition to his advisory work, he serves as president and sole shareholder of Family Financial Physicians LLC and is an insurance agent selling life, health, disability, accident, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, providing a range of program options and custodial relationships.

Mindy Zatta is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously worked at SagePoint Financial, Inc. and Lincoln Financial Advisors, where she spent 13 years combined. Outside of her advisory role, Zatta serves on several nonprofit and educational boards, including the Washington County Hospital Authority, the Washington Health Systems Foundation as Vice Chairperson and Investment Committee Chair, the Washington Area Humane Society, and Waynesburg University’s Business Advisory and governing boards. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and use of third-party money managers and managed account solutions.

Nicole Law is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 13 years of industry experience. She has worked at Ameriprise since 2018 and previously spent five years with Federated investment firms from 2013 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Nancy Gunter is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds a Series 66 designation and has worked at Hefren Tillotson, Inc. since 1997 before joining Robert Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research including artificial intelligence tools, and offers municipal advisory services alongside its investment offerings.

Sara Yarosz is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Her prior roles include positions at Karageorge Wealth Management, Wells Fargo Advisors, and \u0026PARTNERS. Outside of finance, she has been employed at Morton's The Steakhouse since 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Anthony Sciulli is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and joined LPL Enterprise in 2024. Sciulli is also involved with health benefits businesses, including Three Rivers Health Benefits, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and integrated insurance products.

Scott Parker is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

James Alderson is a financial advisor with Robert Baird & Co. in Pittsburgh, PA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Robert Baird & Co., he worked at Hefren Tillotson. Robert Baird & Co.’s DDK Group, where Alderson is based, operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services using a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools such as artificial intelligence.

Jessica Sidary Lepore is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank and PNC Investments from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Benjamin Morgret is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at Federated Global Investment Management Company and its affiliates from 2019 to 2025. Outside of his advisory role, he is a partner and registered agent at Morgret Real Estate LLC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of SMA strategies, tax management, and internal research tools to support client advice.

Thomas Boyer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He provides financial consulting services with a focus on understanding each client's unique planning needs and ensuring they feel heard, adhering to Fidelity's client commitment standards. Thomas has been with Fidelity Investments since 2018, holding several positions including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Associate, and Tax Exempt Market Associate II. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2017 to 2018. No information about his education, credentials, personal interests, or community involvement has been provided.

Michael Goodworth is a Wealth Management Advisor and managing partner of Craig-Goodworth & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Michael is focused on strengthening existing client relationships while cultivating new opportunities, and he applies strategic decisions informed by ongoing market developments to optimize client outcomes. With over two decades of experience, Michael provides a personalized approach to wealth management, prioritizing an understanding of clients' ambitions to tailor plans that support both short and long-term financial goals. He holds a Bachelor's Degree from Penn State University and maintains several FINRA registrations including Series 7, 31, 63, and 65. Additionally, he has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Michael spends time with his wife Heather and their four children. His personal interests include biking, gardening, and skiing.

Michael Wargo is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 registrations and over 31 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory role, he is involved with Rotary International District 7300, the Monroeville Foundation, and the Ohio State Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services supported by in-house and third-party research.

Hunter Anderson is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Prior to his current role, he held various positions including roles at Aldi USA, First National Bank of Pennsylvania, and Pennsylvania State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizons.

Dylan Dluhos is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at AXA Advisors, Key Investment Services, KeyBank, and PNC Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Michael Carretta is a CFP® professional with over 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 26 years. Outside of his advisory role, Carretta serves on the Board of Directors for the Clear Thoughts Foundation, teaches retirement planning courses part-time at Robert Morris University, and provides pro bono financial guidance through the CFP Board Wings for Widows program. Ameriprise is an institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic automation to support tailored retirement income recommendations.

Douglas Richey is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Lincoln Financial Securities Corporation. Outside of his primary advisory role, he is involved with RD Marketing Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Dale Austin is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. In addition to his advisory role, he serves as CEO of Service Wealth Management, where he manages investment products, life insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Ingrid Streich is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2016. She is also registered with Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagements and corporate financial planning agreements.