Mark Vulcan is a financial advisor with Ameriprise in Ligonier, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Carson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 36 years of industry experience. He spent 34 years with Pruco Securities, LLC before joining LPL Enterprise in 2024. Outside of advisory work, he is involved in selling and servicing Medicare Advantage plans and provides insurance advisory services through Carson Financial Services. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, delivering investment advice through its network of investment adviser representatives.

James Ryan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 35 years and has operated James B. Ryan Insurance and Financial Services since 2012. Outside of advising, he serves as a high school basketball and baseball referee in Western Pennsylvania. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform that combines investment advice with other financial solutions.

Bruce Haldeman is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2025, he spent 22 years at Cadaret Grant & Co Inc. and has operated Bruce R. Haldeman & Associates since 2003, which also involves non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Ashley Courtney is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. Courtney has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has been involved with Anthony Sciulli since 2014. Outside of advisory roles, Courtney is engaged in related businesses including health benefits and insurance services through entities such as Three Rivers Health Benefits, LLC and Health Benefits Group, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to managed portfolios, combining advisory programs with insurance and brokerage products through an integrated platform.

Curtis Colaianne is a financial advisor with Cetera, holding CPA credentials and several years of experience in accounting and tax services across multiple firms. He is currently involved with Pakos Wealth Management and owns several accounting-related businesses, including Colaianne & Company CPA, PLLC, and Ron Miller CPA, PLLC. Outside of his advisory work, he serves as chair of the finance committee at Paradise Church in Latrobe, PA. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and a range of program options.

Jonathan Emrock is a CFP®-credentialed financial advisor with Edward Jones in Irwin, PA, bringing 19 years of industry experience. He has been with Edward Jones Investments since 2007. Outside of his advisory role, he is associated with DEFG 21 LLC, a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Laurie Harriger is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 63 designation and has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts, delivering investment guidance through multi-asset model portfolios and centralized operational support.

Laura Kuechler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. Since 2019, she has also served as a board member for Franklin Park Borough in Pittsburgh, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized groups such as its Estate Planning Strategies Group.

Beth Mc Gough is a financial advisor at Merrill with Series 65 and Series 63 licenses and two years of industry experience. Her prior roles include nearly two decades at Pershing LLC and positions at Northwestern Mutual Investment Services and Kevin Miller. Outside of her advisory work, she serves as a power of attorney, trustee, and executor in a personal capacity. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Ricker is a financial advisor at Edward Jones in Irwin, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the United States Department of Veterans Affairs and served with the Blendon Township Police Department. He is also involved with Nostalgic Toys and Collectibles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jason Yuhas is a financial advisor with LPL Financial in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Osaic Institutions, Inc, Wells Fargo Clearing, and Somerset Trust Company. Outside of his advisory work, he is also active as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Sikora is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at Cambridge Investment Research since 2017 and also operates the Ryan Sikora Insurance Agency, where he serves as an independent insurance agent. Prior to his current roles, he worked at State Farm Management Corp. from 2015 to 2017. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.

Jordan Dunsmore is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at RBC Capital Markets and First Trust Portfolios L.P. He is also involved with Your Total Solution Wealth Management LLC, a business related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through its national network. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Nathaniel Ramsay is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise and John Hancock in various capacities. Ramsay also holds a real estate license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Nicholas Carretta is a financial advisor with Ameriprise in Irwin, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BNY Mellon and American Income Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Lisette King is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years before joining Merrill in 2018. Outside of finance, she operates a sole proprietorship selling vintage, new, and handmade items through an antique mall and online. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chelsey Spiller is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at The Ohio State University Wexner Medical Center and CVS Health. She is also affiliated with D'Ambrosio Financial Advisors, a related business activity. 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 services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Amanda Englert is a financial advisor with Merrill in Greensburg, PA, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors LLC from 2014 to 2016 before joining Merrill in 2016. Outside of her advisory role, she is a co-owner of JMCCC LLC, a limited liability company managing a beachfront rental property in Myrtle Beach, South Carolina. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jitka Petronis is a financial advisor with Morgan Stanley in Greensburg, PA, holding a Series 66 designation and 14 years of industry experience. She previously worked at Oppenheimer from 2009 to 2025 before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and approved planning tools, serving clients in both retail and institutional markets.