Ryan Whelan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held various roles including positions at Dr. Robert Coufal & Associates and Carlow University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Norman Ballard Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 1998. Outside of finance, he is involved in film production and screenwriting as President and Executive Producer of barefloor productions, inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing retirement-income planning advice through a written Recommendation Report and ongoing support focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Mervosh is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves on the Finance Council of Holy Apostles Church, assisting with the handling of church funds. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendations through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its advisory process.

John Craig is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Primerica Advisors since 2014 and also operates a bookkeeping and tax preparation business, as well as an eCommerce retail business specializing in outdoor grills and smokers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Mary Feduska is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She worked for Harvest Financial Corporation for 14 years before joining LPL Financial in 2023. 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.

Drew Linarelli is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Raymond James Financial Services. Additionally, he operates a family wealth management group offering various insurance products. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm provides a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Raymond Nepa is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for UBS Financial Services for 16 years. He serves on the CFP Advisory Board at Duquesne University, advising and reviewing the educational program for their CFP certification. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing strategies tailored to each client’s risk profile through a combination of in-house and third-party managers.

Kristina Pockl is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2007. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jean Roccon Rohm is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he serves as Executive Vice President and Treasurer of The Johnny Mercer Foundation, which promotes educational programs introducing the Great American Songbook to younger generations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

John Reba is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Hefren-Tillotson, Inc. for 13 years before joining RBC Capital Markets in 2022. Reba serves as a voting member of the investment and finance committees on the board of the Brothers Brother Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management, responsible investing, and alternative investments.

Jackson Geisler is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and founding Geisler & Company Financial Planning. Outside of finance, he has experience in the food and beverage sector, including time at I Love Juice Bar and Fresh From the Farm Juice. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Christine Saitta is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with Raymond James & Associates and has previously worked at City National Bank and RBC Capital Markets. Outside of her advisory role, she manages bookkeeping duties for a family-owned contracting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary services, supported by diverse portfolio management styles and in-house research.

Mark O'Leary is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2014 and previously held positions at Merrill from 2005 to 2011 and 2013 to 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Kevin Murray is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party asset managers and advisory models to deliver tailored investment solutions.

Michael Gielarowski is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and PNC Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Alphonse Weber is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Hefren-Tillotson for 13 years before joining Raymond James in 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Keith Colonna Jr. is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory work, he is involved as a writer and content creator for Big Woods Bucks, a hunting and fishing lifestyle brand. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Ronald Powell is a financial professional with 24 years of industry experience, currently with Cetera. He holds a Series 66 designation and has worked at firms including Greater Allegheny Financial Group and Securian Financial Services. Outside of his advisory role, he serves as an agent and broker at Greater Allegheny Insurance Agency Inc and is involved with tax and accounting activities at Stowe Tax Accounting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Gregory Simakas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at various Morgan Stanley entities since 2009 and currently serves as a board member at La Roche University, where he participates in the investment and finance committees. Outside of financial advising, he is involved in oil and gas investing through ownership of PJ Energy LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Daniel Chittock is a financial advisor at Edward Jones with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Edward Jones since 2019. Prior to that, he was employed at NYLIFE Securities LLC and New York Life Insurance Company for one year each. He also served at Bethesda Baptist Church for 23 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.