Thomas Drake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, he serves as treasurer and board member of the Drake Family Foundation, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a variety of investment types.

Beth Mc Gough is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill in 2025, she worked at Northwestern Mutual Investment Services LLC and Pershing LLC, and has a background that includes 18 years at Eat'n Park Hospitality Group, Inc. She also serves as a power of attorney, trustee, and executor. 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 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 credentials and bringing 25 years of industry experience. His prior positions include roles at Osaic Institutions, Inc., Essex National Securities, LLC, and Wells Fargo Clearing. Outside of finance, Yuhas is also an artist and musician. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Michael Klems is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016 and Metlife Securities since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services, structuring planning engagements as annual, collaborative relationships using firm-approved software and detailed client information.

Jordan Dunsmore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at RBC Capital Markets, First Trust Portfolios, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive operational and research tools.

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 with Merrill, holding a Series 66 designation and 17 years of industry experience. She worked at Morgan Stanley for three years before joining Merrill in 2018. Outside of her advisory role, she operates a small retail business selling vintage, new, and handmade items through a local antique mall and online. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chelsey Spiller is a financial advisor with LPL Financial in Monroeville, PA, holding 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. 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 and access to third-party asset management, supported by a network of over 22,800 advisors and substantial discretionary assets.

Timothy Feola is a CFP®-certified financial advisor with three years of industry experience, currently with Mass Mutual Investors Services. His prior roles include positions at Key Investment Services LLC and AE Wealth Management, LLC. He is also licensed to recommend, sell, deliver, and service life insurance and annuity contracts through Alto Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars while structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

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.

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 in Murrysville, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously spent 20 years at Citizens Securities, Inc. before joining LPL Financial in 2022. 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 other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a variety of discretionary and non-discretionary investment strategies.

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 at LPL Enterprise with six years of industry experience. She holds the Series 66 designation. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her financial career, Vitali has been involved with Vitali's Greenhouses since 2005. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

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.