Matthew Lichtenstein is a financial advisor at Edward Jones in Bridgeville, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Burton is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 40 years of industry experience. His prior roles include positions at Amazon and Investors Capital Corporation, and he has operated Burton Wealth Management since 2016. He is also an agent for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple investment management programs and access to third-party money managers through a nationwide network of independent advisors.

Tyler Lambert is a financial advisor with Merrill and holds a Series 66 designation. He has 12 years of industry experience, including roles at Bank of America and PNC. His current tenure at Merrill and Bank of America spans eight years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates its services with Bank of America’s broader platform, including lending and custody, and offers access to a variety of investment products.

Kathleen Hassenfeldt is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with access to both in-house and third-party investment managers.

Thomas Bouchard is a CFP® credentialed financial advisor with 40 years of industry experience, currently practicing at Ameriprise in Canonsburg, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he manages his own financial planning practice through a personal service corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily for clients holding assets in Ameriprise Managed Accounts.

Matthew Mc Clintock is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining MassMutual, he operated McClintock & Associates PC for ten years. In addition to his advisory role, he is a licensed insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations primarily on investment strategies rather than specific products.

Debra Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, she worked at UBS Financial Services Inc. for 13 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Sean Setaro is a financial advisor with LPL Financial in Cannonsburg, PA, holding the Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones for four years and spent eight years at Industrial Scientific Corporation. He is also involved as a non-variable insurance agent and participates in the Succession, Wealth and Insurance Network. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both discretionary and non-discretionary management and utilizes various investment strategies supported by proprietary research and third-party subadvisors.

Lance Burgert is a financial advisor with Edward Jones in Bethel Park, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Patrick Milas is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones, he worked at Citizens Securities Inc., PNC Bank, and MFA Wealth. Outside of his advisory role, he is president of a photobooth rental business he co-founded with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs, managed solutions, and investment options supported by a nationwide network of financial advisors and branch offices.

Joseph Molinero is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Molinero serves as a board member of the Pittsburgh Stock and Bond Association and holds a secretary position at the Three Rivers Labor Management Committee, a nonprofit organization focused on fostering labor-management relations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning arrangements.

Scott Fetsko is a Financial Consultant at Fidelity Investments, where he focuses on providing clients with a holistic approach to financial planning. He emphasizes effective communication to understand clients' financial and retirement goals and aims to offer guidance that helps them achieve peace of mind throughout the planning process. Scott has experience in the financial services industry, having held roles as a Financial Advisor at Edward Jones from 2019 to 2020 and as a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2023 before joining Fidelity Investments in 2023. Outside of his professional work, Scott engages in family activities, fitness, and parenthood.

Gary Krikorian is a financial advisor with OSAIC holding CFP®, Series 63, and Series 65 designations and has 37 years of industry experience. Prior to joining OSAIC, he worked for over 21 years at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Joseph Muscatello is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he has been involved in several business ventures, primarily inactive, including ownership of companies serving the utility and metal processing industries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Charles Previs is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 38 years with Waddell & Reed and various insurance carriers. In addition to his advisory work, he is involved with Associates of Clifton Park on non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and various management options.

Jonathan Vernacchio is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and Clearview Credit Union, having held previous roles at PNC Investments and PNC Bank. Outside of his advisory work, he is the owner of The Discount Closet LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Carly Jenkins is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Ic Advisory Services Inc and The Investment Center Inc. Outside of her advisory role, she is involved with Jenkins Tax, Accounting & Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside research-supported model portfolios and technology-driven investment solutions.

Maximilian Burton is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2010, including six years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Kollar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 25 years of experience at Merrill, all as a Financial Advisor, and focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Jason's expertise includes executive compensation, family wealth management strategies, personal retirement planning, divorce transition planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree from Geneva College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason has been recognized on the Forbes Best-in-State Wealth Advisors list for 2022. Born and raised in Bentleyville, Pennsylvania, Jason is married with three children. He holds a pilot's license and enjoys golfing, hunting, fishing, and gardening. He lives on a 40-acre farm where he spends most of his time with family.