Kristopher Rhodes is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Indiana University of Pennsylvania, and Oak View Group, LLC. Rhodes has also been involved with the Kovalchick Convention and Athletic Complex. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund‑of‑funds.

Matthew Lawrence is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves as a board member of the Hiawatha Sportsmans Club HOA in Engadine, Michigan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Vickie Barilaro is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has worked with Raymond James since 2014 and previously spent nine years at Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research.

Lisa Brooks is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of her advisory role, Brooks co-owns A.B. Strategic Partners, LLC, and serves as Fundraising and Social Media Chair on the Board of Directors for the North Catholic Girls Volleyball Boosters. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Michael Iannuzzi is a financial advisor at OSAIC Wealth, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, PNC Investments, and Edward Jones. Outside of his advisory role, he is involved with several LLCs related to investment planning and the marketing of fixed insurance and securities products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process involves model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager options.

Earl Smith Jr. is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and 11 years of industry experience. He worked at Pruco Securities, LLC for nine years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers and wrap programs, alongside affiliated trust and insurance services.

Rishi Anand is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley, where he worked from 2016 to 2019. 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 services including financial planning, asset management programs, and institutional platforms, supporting advisors with research and technology tools.

Robert Lewis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill for 15 years. Outside of his advisory work, he serves as Treasurer of the St. Vincent De Paul Society in Beaver, Pennsylvania. 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kelly Harrington is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has worked with UBS since 2020 and concurrently with Bill Few Securities since 2015. She is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Tammy Graybill is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she serves as treasurer for a homeowner’s association and is an independent consultant purchasing wellness and skincare products for personal use. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm provides a variety of advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers.

Gabriel Manges is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custody services, with approximately $15.5 billion in assets under management.

Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007. With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families. Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Philip Wosotowsky is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 39 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. Their investment approach is model-driven, utilizing portfolios developed by LPL research and third-party strategists, and they offer financial planning, access to managed portfolios, and a range of affiliated non-securities services.

Craig Thompson is a financial advisor at Charles Schwab with 32 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2005. He holds the Series 63 designation and is based in Cranberry Township, PA. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eric Geary is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Andrew Koch is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at multiple firms including Cetera and Compass Wealth Management and maintains an ongoing business activity through Compass Wealth Management. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and operational resources.

Thomas Nee Jr. is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at MSI Financial Services, Inc. and Principal Financial Services before joining LPL Financial in 2013. Nee also serves as an insurance agent offering various non-variable insurance products including life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Jameson Viljaste is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2013. 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 using proprietary research and model-based asset allocations to tailor financial plans.

Edmund Foster is a financial advisor with RBC Capital Markets who holds the Series 63 designation and has 30 years of industry experience. His prior work includes roles at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on each client’s Advisory Risk Profile.

Lisa Hohman is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.