Chad Rosensteel is a financial advisor with Edward Jones in Greensburg, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, including two years at Allstate Insurance Co before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Benjamin Bagnato is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 63 designations and bringing 12 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2014 to 2024. In addition to his advisory role, he operates BFB Resources, LLC, an S-Corp structure for financial planning and wealth management services, and is also licensed as an insurance agent for life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars, with an emphasis on collaborative, annual planning engagements that utilize firm-approved tools and do not grant investment discretion to advisers.

Michael Figurelli is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he is involved in business ownership through Figurelli & Associates. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Eric Dudik is a financial advisor with LPL Financial in Jeannette, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones and Integrity Retirement and Estate Advisors. Outside of his advisory work, he coaches volleyball in Indianapolis. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Andrew Wallisch is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Raymond James Financial Services and AirBNB. Wallisch also operates FC Financial Services, an entity linked to his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors utilizing a range of strategic and tactical investment approaches.

Alison Miller is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for five years and The Ayco Company, L.P./Mercer Allied for six years. Alison is based in Pittsburgh, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Anthony Sciulli is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Sciulli is involved with Health Benefits Group and Three Rivers Health Benefits, LLC, which offer health insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

Vanna Snyder is a financial advisor at Merrill with a Series 66 designation and five years of experience at the firm. Prior to joining Merrill in 2021, she worked at Citizens Bank from 2009 to 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jessica Sidary Lepore is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank and PNC Investments from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Wargo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2021 and has involvement in several community and nonprofit organizations, including Rotary International District 7300 and the Ohio State Alumni Association. Outside of advising, he also works with Sound Advice Entertainment. 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 financial planning, advisory, and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies to manage over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Michael Carretta is a CFP® professional with over 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 26 years. Outside of his advisory role, Carretta serves on the Board of Directors for the Clear Thoughts Foundation, teaches retirement planning courses part-time at Robert Morris University, and provides pro bono financial guidance through the CFP Board Wings for Widows program. Ameriprise is an institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic automation to support tailored retirement income recommendations.

Shannon Sharrer is a financial advisor with Ameriprise in Jeannette, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Investment Professionals, Inc. and Ameriprise Financial Services, Inc. Outside of Ameriprise, she serves as Vice President and Financial Planner at S&T Bank. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Dale Austin is a financial advisor at Osaic with 21 years of industry experience. He previously worked at Woodbury Financial Services for 13 years and Equitable Advisors for four years. Outside of his advisory role, he serves as CEO of Service Wealth Management, a business assisting individuals and businesses with financial decisions involving various investment vehicles, insurance, and annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, with a focus on discretionary and advisor-managed strategies supported by proprietary and third-party models.

Eric Haley is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory work, he assists his spouse as Vice President of a short-term rental business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Douglas Brown is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise, The Prudential Insurance Company of America, and New York Life. Brown serves on the board of directors for the YMCA of Greensburg. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Jenna Verbosky is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at UBS Financial Services since 2020 and previously spent 12 years at Ameriprise Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets solutions.

Elgeva Valentine is a financial advisor with Merrill in Monroeville, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at PNC Investments and PNC Bank. Outside of her advisory role, she is the sole owner of a residential property rented to family members. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Garrett Senchur is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes roles at Allegheny College and various other positions prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Sean Barbour is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and currently owns a tax practice, Fox Chapel Tax Advisors. Barbour is also a member of the Northern Allegheny Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide range of program options and access to third-party money managers.

Donald McDade is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 21 years and Veravest Investment Advisors, Inc. for eight years. McDade is also involved in fixed insurance product sales and runs his own financial planning and investment management practice under the name Mosaic Wealth Consulting. OSAIC serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process is model-based and emphasizes portfolio optimization, with access to multiple custodial arrangements, alternative investments, and a diverse set of managed programs.