Nathan Staib is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and YTS Wealth Management since 2024 and has prior experience in landscaping and education. Staib is also affiliated with the University of Pittsburgh and has held various roles in the education sector. 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 portfolios, third-party asset management, and institutional platforms.

Brian Duncan is a CFP® professional with 19 years of experience in financial advising. He is affiliated with Cambridge Investment Research Advisors and has held advisory roles and ownership positions in multiple financial and wealth management firms since 2007. Duncan serves as Treasurer and board member of the Keystone Community Foundation. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Joseph Headlee III is a Series 66-registered financial advisor at Edward Jones with three years of industry experience. His prior work includes roles at Schneider Downs, where he performed financial audits, and earlier employment at Mylan and Edward Jones. Outside of finance, he has experience working as a laborer in erosion and sediment control applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathaniel Williams is a financial advisor with Raymond James & Associates in Monroeville, PA, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Raymond James, he was involved in home remodeling and completed roles at San Diego State University and the University of Akron. Outside of his advisory work, he owns and manages a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, and offers financial planning and consulting services supported by a variety of portfolio management approaches and affiliated research.

Taylor Marziotto is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Taylor worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Taylor serves as an assistant junior varsity volleyball coach for Franklin Regional School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning and access to a range of asset managers and insurance products.

Nancy Conners is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors and has 13 years of industry experience. She has been with Cambridge Investment Research, Inc. since 2013 and is also associated with Duncan Financial Group, where she serves as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Lindsay Turchetta is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has additional experience through her involvement with the National Catholic Slovak Ladies Association and the National Slovak Society, as well as operating her own business entities. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting advisors with a diverse set of investment strategies and operational tools.

Jay Adams is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Adams is a board member of Oakmont Country Club. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Edward Opat is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. His prior experience includes roles at LPL Financial, Mutual Service Corporation, and FFP Advisory Services Inc. Outside of his advisory work, he serves as secretary for the Franklintowne Court Condo Owners Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Stephen Mcgalla IV is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Daniel Pessy is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Victor Fiano is a CFP® with 43 years of industry experience, currently affiliated with Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Raymond James Financial Services. Outside of his advisory work, he has ownership interests in investment-related businesses, including Highlands Wealth Management LLC and Victor M. Fiano Jr. LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations using proprietary research and planning tools, with an emphasis on discrete planning engagements and optional implementation through brokerage or advisory programs.

Dylan Patel is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He has been with Morgan Stanley since 2026 and has prior experience that includes roles at Osaic Wealth Inc and RKL Private Wealth, along with various positions outside the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Jared Wegley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Trustmont Financial Group, PWR Planners, Trustmont Advisory Group, Highmark, and Fidelity National Financial. Outside of advising, Jared is involved with Puzak Wegley Tax Services, which provides tax preparation and accounting services. 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 and third-party asset management, supported by advanced technology and a large network of advisors.

Craig Baum is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2011 and has been involved with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. for multiple decades. Outside of his advisory work, he is a freelance photographer and serves as a seasonal ski instructor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Gregory Phillips is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 30 years of industry experience, including prior roles at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory work, he is involved in tax preparation and accounting as a CPA. 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 portfolios, third-party asset management, and institutional platforms.

Christopher Scoletti is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as immediate past president and board member of Catholic Charities of Pittsburgh. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Richard Kappel is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services since 2006, as well as at Cornerstone since 2004. Outside of his advisory work, he serves on the board of directors for the Tau Phi Delta Fraternity at Pennsylvania State University and leads the preschool division at Cornerstone Ministries. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

James Mccrorey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Citizens Securities, Inc. for 17 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by extensive research and technology tools.

Richard Miller is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Financial Specialists LLC for 19 years. He is also the owner of Richard L. Miller Income Tax Services, a tax preparation and accounting business he has operated since 1987. Additionally, he is a commissioned notary in Pennsylvania. 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 portfolio programs, and institutional platforms, with account management provided primarily by investment adviser representatives utilizing a variety of strategies and third-party managers.