Scott Crowley is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2019, following prior roles at FSC Securities Corp and Cetera Wealth Services. Outside of his advisory work, Crowley is an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Ashley Bennett is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation, Bon-Ton, Ameritas Investment Corp, and Western PA Financial Center. Outside of her advisory role, she is a commissioned notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation activity, and complex affiliate network.

Daniel Richmond is a CFP® and Series 66-registered advisor with 18 years of experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology such as artificial intelligence.

Francis O'Connor is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Branch Leader, Vice President and Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Customer Experience Associate. Throughout his tenure, Francis has developed extensive experience in financial consulting and branch leadership. He focuses on providing clients with comprehensive financial planning, aiming to empower them with the knowledge and insights necessary to make informed financial decisions. Outside of his professional responsibilities, Francis enjoys baseball, beach activities, fitness, golf, outdoor adventures, and traveling.

Christina Roeding is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds with oversight and risk controls.

Jack Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with individuals, families, and business owners to develop disciplined investment strategies aligned with long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER® professional and holds FINRA Series 7 and 66 registrations. Jack began his career as a Senior Analyst in Global Securities Operations at Bank of New York Mellon before joining Merrill in 2022. His experiences in institutional operations and client advisory roles provide a comprehensive perspective on portfolio construction, financial planning, and strategies including education planning, family wealth management, liquidity management, personal retirement planning, and tax minimization. He earned a Bachelor of Science in Finance and Accounting from Duquesne University. Outside of work, Jack maintains an active lifestyle and enjoys biking, fishing, golfing, pickleball, running marathons, skiing, soccer, swimming, and traveling.

Jenny Dematteo is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 registrations and has worked in various roles within Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Steven Aloia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Melissa Stein is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at NewEdge Advisors, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Cetera Advisors, and Ameriprise. She is also the owner of Stein Wealth Advisers, LLC, which has operated since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Link is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. John serves on the Board of Directors for the Ellsworth Sportsman's Club and is President-Elect of the FPA-Pittsburgh chapter. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Craig Mcroberts is a financial advisor with Robert Baird & Co. based in Pittsburgh - South Hills, PA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, including 29 years at Hefren Tillotson, Inc. prior to joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies with ongoing home-office investment oversight.

Nathaniel Carulli is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Green Holdings LLC and Foresters Financial Services. Outside of his advisory work, he is involved in coaching baseball at the community level. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Thomas Heller is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for NEXT Financial Group for 25 years. Outside his advisory role, he operates a tax preparation and accounting service. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Frank Runco Jr. is a financial advisor with LPL Financial in Canonsburg, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1992. 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, model portfolio programs, third-party asset management, and institutional platforms.

Tyler Mcafoose is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera since 2019, following several years at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory role, he is a 34% owner in a real estate rentals and flips business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Richard Dalzotto is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Cetera since 2024 and previously spent two decades at The Investment Center, Inc. and 18 years at Ic Advisory Services, Inc. In addition to his advisory work, he serves as president and owner of South Hills Financial Group and is involved with the Boy Scouts of America as a Chartered Organization Representative. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Linville is a Certified Financial Planner (CFP®) with 42 years of industry experience, currently serving as an advisor at LPL Financial since 2009. He previously worked at Janney Montgomery Scott from 2005 to 2009. Linville also manages a DBA, The Advisors, LLC, and is involved in writing fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, third-party asset management, and technology tools, while also providing non-advisory financial services such as affiliated insurance and banking products.

Vincent Kasievich is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Thomas Kearn is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and ATA Associates, P.C., where he also maintains a tax preparation and accounting practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Kathryn Whitten is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Her work history includes roles at Prudential Insurance Company of America, Pruco Securities LLC, PNC Private Bank, Citizens Bank, NYLIFE Securities LLC, Bank of America, and Merrill Lynch. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.