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.

Wendy Semkus serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Wendy's expertise includes helping clients manage various financial priorities such as buying a home, saving for college, caregiving for elderly parents, and preparing for healthcare needs. She works one-on-one with clients to define their goals and develop portfolio strategies designed to achieve them, providing ongoing advice and adjusting portfolios as clients' situations evolve. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Wendy earned her Bachelor's Degree from Mount St Mary's University.

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.

Maria Yezovich is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and BNY Mellon. Outside of her advisory work, she is the lead female vocalist for a Pittsburgh-based cover band called Walkin' Rosie. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and advisory solutions, supported by a combination of internal research, manager selection, and a variety of investment strategies.

Craig Yost is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities, Inc. He is also president of The Rock Financial Services LLC, an LLC he established with two other agents to manage shared office expenses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation using portfolios developed internally and by third-party strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Leonard Kowalski is a financial advisor at Ameriprise in Greensburg, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked for S&T Bank for ten years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement planning recommendations.

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.

Derek Herrington is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market modeling techniques.

Adam Riggle is a CFP® with 14 years of industry experience, all with Edward Jones where he has worked since 2012. He holds a Series 66 designation and is based in Greensburg, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Joseph Malego Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fortis Investors, Inc. since 1992 and has operated The Insurance Center as a self-employed insurance agent and tax preparer since 1988. OSAIC serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisors and multiple platforms.

Scott Lauer is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he serves as the secretary of his local homeowner’s association. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across a range of asset classes with discretionary and non-discretionary management options.

Nicole Conway is a Series 66 licensed financial advisor with Merrill in Greensburg, PA, and has three years of industry experience. Prior to joining Merrill in 2021, she worked at Penn State University and Clarksburg High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

William Mc Laughlin is a financial advisor with Merrill in Greensburg, PA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Merrill since 1984 and has also worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Estatico is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 21 years. Outside of his advisory role, he is involved in various insurance-related activities, including offering traditional life, long-term care, disability, and group insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment products managed on discretionary or non-discretionary bases.

Peggy Vandyke is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Thrivent Financial for Lutherans and its investment management division since 2007. Outside of her advisory role, she serves on the board of the Derry Railroad Days Committee and is involved in local political and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning without discretionary trading authority, focusing on ongoing or one-time engagements that cover a wide range of planning topics.

Seth Kuhns is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with one year of industry experience. He has worked at MML Investors Services, MassMutual Life Insurance Company, Sheetz, and Equitable Advisors. Outside of his advisory role, he is also active as an insurance broker, focusing on life, disability, long-term care, and fixed annuities. 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 ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Karac Davis is a financial advisor with Edward Jones in Irwin, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to this, he worked at Chatham University and Shady Side Academy and has experience running KD Hockey LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.

Shawn Helman is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Cetera and has held senior roles at C.B. Tracy & Associates, Inc., including CEO and Senior Executive. Outside of advisory work, he is a partner in a commercial real estate venture and sells life, health, and disability insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Megan Paull is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation.