Mark Lyons is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was previously with Pruco Securities, LLC for 20 years. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Eric Martin is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2002 to 2020. Martin serves on the boards of the Lake Colony Homeowners Association and Caring for Kids - The Carrie Martin Fund. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver customized recommendation reports through a centralized consulting team.

Allison Daube is a financial advisor with UBS Financial Services in Canonsburg, PA. She holds Series 63 and Series 66 licenses and has 14 years of industry experience, including over a decade with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Richard Roberto III is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. in Pittsburgh - South Hills, PA. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group, as well as work outside of finance at DICK's Sporting Goods and Penn State University. Robert W. Baird & Co.’s Private Wealth Management department, where he is part of The DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using both manager-traded and model-traded strategies alongside ongoing manager oversight supported by internal research and AI tools.

Richard Rose is a financial advisor with LPL Financial and holds Series 63, 65, and 66 credentials. He has 51 years of industry experience, including 17 years with Triad Advisors prior to joining LPL Financial. Rose also engages in tax preparation and accounting services as part of his professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Joseph Piszczor is a CFP® with 20 years of experience in the financial services industry, currently affiliated with LPL Financial since 2022. His prior roles include positions at NewEdge Advisors, Mid Atlantic Financial Management, ILG Private Wealth, Csenge Advisory Group, and FSC Securities Corporation. Outside of his advisory work, he is involved with Apparent Media Group LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

David Russo is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Royal Alliance Associates, Inc., where he spent 21 years. Russo also operates Pittsburgh Financial Consultants, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Andrew Hanson is a financial advisor with UBS Financial Services in Canonsburg, PA, holding a Series 66 designation and over 20 years of industry experience. He has been with UBS since 2004. Hanson also serves as a trustee for irrevocable life insurance trusts and teaches personal finance at the University of Pittsburgh. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research.

Adam Rekasie is a financial advisor with Cetera based in Canonsburg, PA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Cetera in 2023, he worked at Citizens Securities, Inc. from 2016 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Hayden Pascoe is a Series 66 licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, Pascoe is involved with Health Benefits Group, where he sells Medicare advantage and supplement plans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various third-party asset managers, integrating advisory programs with insurance product sales and lending services.

Stephen Wolff is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citizens Securities, Inc. for 10 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with SAE Wealth Management LLC, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Steven Russo is a financial advisor with LPL Financial in McMurray, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked for Royal Alliance Associates, Inc. for 16 years before joining LPL Financial in 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, incorporating strategies supported by LPL Research and third-party subadvisors.

Christa Lehmeier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Minor is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at UBS from 2012 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jacob Danner is a financial advisor at LPL Financial with Series 66 credentials and four years of industry experience. He has previously worked at Cetera and has maintained a role at James Eisnor since 2021. Outside of advisory services, he is involved with Benchmark Wealth Management, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Joseph Rongaus is a financial advisor with UBS Financial Services in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves on the board of directors for South Hills Country Club, overseeing the club's operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Douglas Jamison is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Edward Jones, and Fort Hays State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing proprietary research and algorithmic portfolio construction.

Jimmy Peraffan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. He served in the U.S. Marine Corps from 2018 to 2023 and continues to serve in the U.S. Marine Corps Reserve. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm’s investment offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

F Minor is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and operated Minor Group Inc. for over two decades. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jessica Mc Crory is a financial advisor at LPL Financial with nine years of industry experience. She previously worked for Lincoln Financial Securities Corporation from 2016 to 2024. Mc Crory is a Series 66 credential holder. Outside her advisory role, she serves as secretary and board member for Premiere Auto Sales in Washington, PA. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.