Kenneth Scheer is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, following his tenure at Morgan Stanley Smith Barney starting in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Barry Numerick is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Michael Maloy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at Citizens Securities, Inc. for 20 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from both internal and third-party sources.

James Hergenroeder is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns LaurelBeth Advisors LLC and serves as co-trustee for his mother's family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including cash-flow, retirement, and wealth-transfer planning, utilizing Wells Fargo’s research and tools to deliver tailored recommendations.

Staci Vitali is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. In addition to her financial career, Vitali has operated Vitali's Greenhouses since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Alexander Opat is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has one year of experience in the industry and previously worked in security services and management roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing various portfolio management and model-based strategies tailored to client objectives.

Brett Kovach is a financial advisor with Mass Mutual Investors Services in Greensburg, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Mass Mutual and its subsidiary MML Investors Services since 2012. Outside of his advisory work, Kovach is also licensed as a sales agent for individual life, group life, and fixed annuity products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved software tools and offers various specialized planning programs.

Scott Rosa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Pruco Securities, LLC from 1997 to 2024 before joining LPL Enterprise. Outside of advising, he is associated with Export Financial LLC, a business entity used for tax and investment purposes. 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, consulting, and access to managed portfolios, combining adviser programs with a range of financial products on an integrated platform.

Bryan Davis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera and Cetera Advisors LLC since 2021 and owns The Advisors, LLC, which he has operated since 2005. Davis also holds a fixed insurance license and sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Frederick L. Haas is a Wealth Management Advisor at Merrill Lynch Wealth Management and a managing director with the Thompson - Haas Group. Since joining Merrill in 2014, Fred has focused on organizing the financial lives of families and businesses, particularly serving health care professionals, business owners, and retirees. His expertise includes family wealth management strategies, personal retirement planning, and small business strategies, supported by comprehensive financial planning, investment management, trust and estate planning, loan management, and generational support services. Fred holds multiple professional credentials, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), and Certified Private Wealth Advisor® (CPWA). He earned his bachelor's degree from the University of Kentucky. Dedicated to ongoing professional development, Fred uses his knowledge to educate clients and help them make sound financial decisions tailored to their unique needs. Residing in Greensburg, Pennsylvania, Fred lives with his wife, Natalie, and their two children. He is actively involved in his community as the current president of the board of directors for Big Brothers Big Sisters of the Laurel Region, where he also serves as a Big Brother. In his personal time, Fred enjoys running, golfing, hiking, and spending time with his family.

Jared Dykes is a financial professional with 16 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at notable firms including Avantax and LPL Financial. He is also involved with CEC Financial Group. Cetera Investment Advisers LLC serves individual and institutional clients through a large network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Matthew Smallidge is a financial advisor with J.P. Morgan Securities in Monroeville, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Cincinnati Life Insurance Company, GBU Financial Life, Royal Alliance, and Citizens Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Michelle Kish is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping high-net-worth families and individuals develop customized, flexible wealth management strategies. Michelle's approach emphasizes personalized service and comprehensive planning that includes retirement planning, estate and insurance planning, education planning, and liability management. She collaborates with other professionals such as CPAs and attorneys to ensure alignment with clients' long-term goals. Michelle earned a Bachelor's Degree from the Pennsylvania State University System and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her experience and credentials support her analytical approach combined with empathy, enabling her to build trust with clients and address both financial and personal aspects affecting their wealth. Residing in her hometown of Murrysville, Pennsylvania, Michelle is active in her community, serving on the board of the Franklin Regional Athletic Association and participating with the Leukemia & Lymphoma Society. She enjoys spending time with her two children, Brody and Brooklyn, and her personal interests include skiing, attending sports events, reading, traveling, biking, boating, running, swimming, and watching movies.

Matthew Wirtz is a CFP® professional at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of 2nd Street Enterprises, an LLC established for real estate purposes. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Justin Wegley is a financial advisor with LPL Financial, holding a Series 63 designation and five years of industry experience. Prior to joining LPL Financial, he worked at Trustmont Financial Group and Bayer US LLC. In addition to his advisory role, he is involved with Puzak Wegley Tax Services, a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Maryanne Eckels is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009, following a prior role at Painewebber Incorporated. Outside of her advisory role, she serves as a Trustee of the Endowment for the Boy Scouts of America Westmoreland Fayette Council. Stifel provides a range of brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, offering clients analysis and guidance across asset allocation, retirement, insurance, and estate planning.

Craig Cacini is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at Raymond James & Associates and has previously been with Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is the owner and CEO of Beautiful Green Enterprises, LLC, a company involved in the acquisition and renovation of residential real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser force and a range of portfolio management styles.

Kelly Perney is a financial advisor with Osaic Wealth, Inc. based in New Alexandria, PA. She holds the Series 66 designation and has eight years of industry experience. Her prior roles include positions at Mosaic Wealth Consulting, Indiana First Savings Bank, and First Commonwealth Bank. Outside of her advisory work, she is a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various tools and strategies to construct portfolios tailored to client needs.

David Oblock is a Series 63–licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has 40 years of industry experience and has held various leadership roles in non-public entities. Outside of finance, he has been a professional musician since 1978. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. It offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Brett Pechersky is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds a Series 66 designation and has been with Cambridge and its affiliated entities since 2013. Pechersky also teaches a non-credit adult education course called Seasoned Investors and serves as comptroller for Temple David Synagogue in Monroeville, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad mix of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.