Darren Smith is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services and Commercial Bank and Trust of PA. Outside of his advisory role, he is involved as a junior financial professional at Pakos Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various discretionary and non-discretionary program options.

Christopher Butsko is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding the Series 66 designation and bringing 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Katelynn Powell is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she gained experience in various roles including digital agency work and real estate, and she is co-owner of The OnCue Collective, a musical theater workshop business for children. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Donna Bailey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial since 2019 and previously worked at The BonTon Stores, Inc. from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning that addresses a wide range of topics without portfolio management or institutional advisory services.

Robert Roskosh is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling.

William Riley is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Riley is a co-trustee of two trusts for his daughters and owns Riley Financial Strategies Group LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and services.

Jack Ellenberger is a CFP® professional with 20 years of industry experience. He currently works at Robert Baird & Co. and previously spent 13 years at Hefren Tillotson, Inc. He volunteers on the finance and investment committees of the Greater Pittsburgh Community Food Bank and Grow Pittsburgh. The DDK Group at Robert W. Baird & Co., where he is based, serves high net worth individuals, corporate and business clients, pensions, and charitable organizations. The team offers a range of financial planning and portfolio management services, utilizing a mix of strategies and proprietary research, with over $390 billion in assets under management as of December 2025.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Before joining LPL Financial in 2023, he spent 36 years at Harvest Financial Corporation. He is also involved with Fuhrer’s, Inc., an insurance agency offering life, health, disability, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and model portfolio programs, supported by a large network of advisors and utilizing various investment strategies.

Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.

Mary Puzak is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. She previously worked at Trustmont Financial Group, Inc. for 22 years and has been self-employed since 1991. Outside of her advisory role, she owns and operates Puzak Wegley Tax Service, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Daniel Hostetler is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2021. He previously worked for FSC Securities Corporation for 12 years and has been involved with Professional Money Management, LLC since 1987. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brandon Leeder is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019, with prior experience at FSC Securities Corporation and Dollar Bank. Outside of advising, he is employed as a bartender and host at Stone Villa Wine Cellars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Arnold Totter is a financial advisor with Primerica Advisors in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. His other business activities include part-time sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Brittany Carter is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at S&T Bank and PNC Bank. Outside of her advisory role, she owns a clothing business called Made2Inspire and serves as Treasurer on the Board of Directors for the Penn Hills Baseball Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Jacob Hostetler is a financial advisor with LPL Financial based in Greensburg, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL, he worked at UPMC and has experience in broadcasting and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Snider is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at Robert Baird & Co., joining the firm in 2022 after 23 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as treasurer for Faith Evangelical Lutheran Church and is a board member and investment committee participant at Clelian Heights. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research to support its client advice.

Bradley Shear is a financial advisor with LPL Financial in Monroeville, PA, holding Series 63 and Series 65 credentials and having eight years of industry experience. He has held roles at Good Life Advisors, LLC and operates Shear Capital Group and Shear Wealth Management Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting advisors with both discretionary and non-discretionary investment strategies.

Dustin Helm is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 33 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and nonprofit entities, offering financial planning and investment consulting with a focus on customized, non-discretionary strategies supported by in-house research and affiliated sub-advisers.

Robert Shangraw Jr. is a ChFC® credentialed financial advisor with 18 years of industry experience. He is associated with Mass Mutual Investors Services and MassMutual Life Insurance Co., where he has worked since 2008. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Frederick Thompson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at several firms including Sagepoint Financial, Inc. and currently serves as a partner at Lewis, McBeth & D'Ambrosio. Outside of financial services, Thompson is the head boys lacrosse coach at Shady Side Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of advisors and provides access to multiple investment program options and third-party managers.