Richard Bondi Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at City National Bank and RBC Wealth Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a non-discretionary approach, supported by extensive research and a range of portfolio management styles.

Jason Messick is a financial advisor with LPL Financial based in Canonsburg, PA, holding Series 63 and Series 65 credentials and more than 30 years of industry experience. He previously worked for Harvest Financial Corporation for 29 years before joining LPL Financial in 2023. Outside of his advisory role, he serves as owner and president of DiBase and Messick Associates, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of investment adviser representatives who utilize various strategies and research tools.

Phoenix Smith is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Benchmark Wealth Management. Smith is also the owner of Parallel Inc., a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and research tools.

James Eisnor is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Blue Vase Capital Management. Eisnor is also president of Joy Haven Property Management, LLC, a family farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Hartmann is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Prior to that, he worked at City National Bank. Hartmann serves on the Board of Directors for the Sigma Chi Club of Pittsburgh, advising on housing and fundraising matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs and integrates in-house and third-party managers with capabilities in tax management, responsible investing, and alternative investments.

Tracy Hindman is a Certified Financial Planner (CFP®) with 28 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase, N.A., where she has worked since 2019. Her prior experience includes six years at Prudential Insurance Company of America and Pruco Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework when appropriate.

Melissa Pikul Clemens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Cetera since 2019 and previously was with Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, she serves as marketing chair and co-chair for Women for Economics & Leadership Development and is a volunteer board member for the Ronald McDonald House of Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that supports a variety of portfolio management strategies and program structures.

Thomas Stroyne is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with OSAIC since 2024 and previously spent over two decades with Golden Strategies Financial Group and Securities America Advisors, Inc. Stroyne also serves as an officer for a local homeowners association in Venetia, PA. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs, employing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and advanced portfolio tools.

Kenneth Raymond is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 27 years. Outside of his advisory role, he is involved in aviation sales and leasing through World Wide Aviation Services, LLC. 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 utilizes model-driven investment approaches and offers access to third-party asset managers alongside financial planning and consulting services.

Joseph Salamone is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 52 years of industry experience. His prior roles include extensive tenure at Cetera and Blue Vase Capital Management. Salamone is also co-owner of Benchmark Lease Group LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kurt Kharouf is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with RBC Capital Markets since 2015 and previously worked at Merrill from 2006 to 2015. Outside of his advisory role, he is actively involved in managing several rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Donnell Scott is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, and Merrill. Scott serves on the board of The Mentoring Partnership of Southwest Pennsylvania, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver customized financial plans and portfolio management.

Donald Angel is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. He holds Series 63 and 66 licenses and operates in Canonsburg, PA. Angel is involved with Cardiff, Provins & Angel Wealth Management, LLC, an affiliated business related to his LPL practice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

William Hecklick III is a financial advisor with Cetera who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Ameriprise and WesBanco Securities, and he currently owns several businesses, including Speer Street Financial and CPA To Fa LLC, through which he coaches CPAs and tax professionals transitioning into financial planning. Hecklick also manages The 412 Collection, an online collectibles business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. It offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with access to affiliated and third-party investment strategies.

Harry Beck III is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at Prudential-related firms and has experience outside finance including work at Herrmans Ground Maintenance and the University of Pittsburgh at Johnstown. His current role involves providing advisory services through LPL Enterprise. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm uses model-driven investment implementation and provides access to third-party asset managers and a range of financial planning and consulting services.

Joann Schroeder is a financial advisor at RBC Capital Markets with seven years of industry experience. She has worked at RBC Capital Markets since 2017 and was previously with Morgan Stanley from 2009 to 2017. Joann holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Morgan Miller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, Miller worked at DHL Supply Chain and SP Richards. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Kurelko II is a financial advisor at Morgan Stanley with a Series 66 designation and experience working across financial and healthcare sectors including UPMC and PNC. He joined Morgan Stanley in 2024 and has a diverse background spanning roles in consulting, retail, and healthcare before entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Robin Tucker is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, having previously worked at Cetera and Foresters Financial Services. Outside her advisory role, she manages operations at an equestrian boarding facility. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm focuses on model-based asset allocation and portfolio optimization and supports various investment programs, including advisor-managed strategies and third-party money manager options.

Thomas Provins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. He serves as a board member on the Mount Lebanon Financial Advisory Board. 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.