Daniel Hostetler is a financial advisor with LPL Financial in Greensburg, PA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 12 years at FSC Securities Corporation and five years at LPL Financial. He has maintained a longstanding involvement with Professional Money Management, LLC since 1987. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management approaches.

Brandon Leeder is a financial advisor with LPL Financial in Greensburg, PA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at FSC Securities Corporation, Dollar Bank, and Saint Vincent College. He is also involved with Stone Villa Wine Cellars as a bartender and host. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with research-supported model portfolios and both discretionary and non-discretionary management.

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 at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at UPMC, Renda Broadcasting, and the University of Pittsburgh Johnstown. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Snider is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he has worked at Hefren Tillotson, Inc. since 1999. He holds board and investment committee roles at Clelian Heights and serves as the treasurer for Faith Evangelical Lutheran Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides a range of advisory services to individuals, corporate clients, pensions, and charitable organizations, utilizing diversified portfolio management strategies and specialized investment research.

Dustin Helm is a financial advisor with Raymond James & Associates in Monroeville, PA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 13 years in those roles before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and draws on multiple portfolio management styles and affiliated research.

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.

John Powell Jr. is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including PNC Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory role, he is a member of the C-Suite for Christ Speakers Bureau. Equitable Advisors serves a diverse client base ranging from individuals to institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, delivering a variety of advisory and brokerage solutions primarily through program sponsors and third-party managers.

Undra Johnson is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, each for multiple years. Outside of his advisory role, he serves as a financial board member for Christ Church in Bethel Park, PA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Michael Dubosky is a financial advisor with Stifel in Greensburg, PA, holding a Series 66 designation and two years of industry experience. He has been with Stifel Nicolaus since 2018 following four years at The Stereoshop. Outside of his advisory role, Dubosky owns a woodworking business, MVDWoodcraft, and serves as a trustee for the Westmoreland Fayette Council Boy Scouts of America Endowment and as a community board member for The Top Dog Therapy Team, a therapy dog organization. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward‑looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Anthony Slezak is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with LPL Financial since 2019 and concurrently operates SecondHalf Coach Wealth Management since 2009. Slezak is also a co-founder and board member of the nonprofit organization GO2GOAL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Peter Tumbas is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has been with LPL Financial since 2004 and also has an affiliation with Linsco Private Ledger Corp over the same period. Outside of his advisory role, he spends part of his time selling non-variable insurance products through Tumbas Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Francis Zoracki is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2011. Zoracki is also an independent insurance agent and co-owner of a farm in Mt Pleasant, PA. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment solutions through a network of independent financial professionals, combining proprietary model strategies and access to third-party managers.

Gary Johnston is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Timothy Henry is a financial advisor with Ameriprise in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with local business organizations including the Latrobe Laurel Valley Chamber of Commerce and participates in professional groups such as the Financial Planning Association and the Estate Planning Council of Pittsburgh. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized advice, primarily serving clients with significant investable assets through a centralized consulting team.

Jason Hitchman is a financial advisor with Morgan Stanley in Greensburg, PA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Hefren-Tillotson, Inc. from 2011 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

John Sporar is a CFP® professional with 11 years of industry experience. He is currently with LPL Financial and has previously worked at Citizens Securities, Inc. He is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of representatives, offering a range of advisory programs and financial planning services.

Melissa Lenhart is a financial advisor with Ameriprise in Greensburg, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she works as an independent consultant selling Arbonne products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.