Denise House is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she serves as a notary public in Greensburg, PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Wendy Semkus serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those goals. She provides ongoing advice, adjusting plans as clients’ situations change. Wendy’s expertise encompasses a range of personal financial priorities, including purchasing a home, funding education, managing elder care, and preparing for healthcare needs. She brings a focus on aligning financial plans with clients' unique perspectives and objectives. Wendy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Mount St. Mary's University.

Maria Yezovich is a financial advisor with Robert Baird & Co., holding a Series 66 designation and eight years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously at Hefren Tillotson and BNY Mellon. Outside of her advisory role, she is the lead female vocalist for a Pittsburgh-based cover band called Walkin' Rosie. The DDK Group at Robert W. Baird & Co., where Maria works, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining internal research and technology, including artificial intelligence, to support its advisory process.

Terek Wilson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, ON Investment Management Co, and AllState Insurance Company. Wilson also operates WILSONWEALTHHQ, where he serves as an insurance agent implementing fixed insurance products as part of financial planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual and institutional investors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Christine Hannahs is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. Outside of her advisory work, she holds ownership interests in businesses including an oil and gas rights company and a home furnishings franchise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. Advisors use firm research and planning tools to deliver tailored recommendations covering a broad range of financial planning needs, with implementation options through brokerage or advisory programs.

Craig Yost is a financial advisor with LPL Enterprise holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities, Inc. He serves as President of The Rock Financial Services LLC, a non-investment business entity shared with other Prudential agents. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with other financial product sales.

Matthew Scoletti is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 credential and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Breakthrough Enterprises LLC, where he engages in keynote speaking, event emceeing, and event hosting. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and modeling tools but does not provide individual security recommendations as part of standalone planning.

Leonard Kowalski is a financial advisor at Ameriprise in Greensburg, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked for S&T Bank for ten years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement planning recommendations.

Alex Battista is a financial advisor with Cetera, holding the Series 66 designation and five years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2021 and previously held roles at First National Bank of Pennsylvania and FNB of PA from 2015 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Paul Linn is a financial advisor at J.P. Morgan Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Citizens Securities, Inc., PNC Investments, and Valic Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Richard Smith Jr. is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 10 years at Lincoln Financial Advisors. Outside of advisory work, he offers accident and health insurance, disability insurance, annuities, life settlements, and traditional life insurance as an agent. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types.

Derek Herrington is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market modeling techniques.

Adam Riggle is a CFP® with 14 years of industry experience, all with Edward Jones where he has worked since 2012. He holds a Series 66 designation and is based in Greensburg, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Joseph Malego Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fortis Investors, Inc. since 1992 and has operated The Insurance Center as a self-employed insurance agent and tax preparer since 1988. OSAIC serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisors and multiple platforms.

Scott Lauer is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he serves as the secretary of his local homeowner’s association. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across a range of asset classes with discretionary and non-discretionary management options.

Nicole Conway is a Series 66 licensed financial advisor with Merrill in Greensburg, PA, and has three years of industry experience. Prior to joining Merrill in 2021, she worked at Penn State University and Clarksburg High School. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Broom is a financial advisor with Equitable Advisors in Sutersville, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at PNC Bank for 14 years. He is also the owner of Ergon Gaming PCs, a custom gaming PC business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

William Mc Laughlin is a financial advisor with Merrill in Greensburg, PA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Merrill since 1984 and has also worked at Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lance Cunningham is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of advising, he is co-owner of an oil and gas leasing business, owner of a tax preparation firm, and serves as an elder on the board of Unity Presbyterian Church. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Fletcher is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024, with prior roles at Securities America Advisors, Kestler Financial Group, and PNC Bank. He also operates a financial services firm, 6'6 Financial, focused on client prospecting and insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools and third-party platforms to manage portfolios that include a broad array of investment products.