Mark Lyons is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2004. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

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 who holds Series 63, 65, and 66 licenses and has 51 years of industry experience. His prior roles include positions at Triad Advisors and Tower Square Securities. In addition to his advisory work, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment solutions through a large network of investment adviser representatives.

Joseph Piszczor is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial and has previously worked at firms including NewEdge Advisors, Mid Atlantic Financial Management, and ILG Private Wealth. Outside of his advisory role, he is involved with Apparent Media Group LLC in a non-investment capacity. 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 institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both in-house research and third-party strategies.

David Russo is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial and has prior experience at Pittsburgh Financial Consultants, Inc., and Royal Alliance Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning, asset management, and institutional platforms.

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 financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he is involved in selling Medicare advantage and supplement plans through Health Benefits Group. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Stephen Wolff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and PNC Wealth Management. Outside of his advisory work, he is involved with SAE Wealth Management LLC, a business entity for tax and investment purposes not related to investment advisory. 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 range of advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Steven Russo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 16 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms with a combination of technology and diversified investment strategies.

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 with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cetera and James Eisnor. Outside of his advisory work, he has been involved with several businesses in the hospitality and event sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management programs, supported by advanced research tools and a large network of advisors.

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.

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 with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 42 years of industry experience. He previously worked at UBS Financial Services and ran Minor Group Inc. for over two decades. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research and analytics and serves a wide client base including pension and charitable organizations.

Jessica Mc Crory is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Securities Corporation for eight years. In addition to her advisory role, she serves as secretary on the board of Premiere Auto Sales in Washington, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Mark Juzwa is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Agency prior to joining Cetera in 2025. Outside of advisory work, he serves as a board member for the United Way of Washington County in Pennsylvania. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.