Peggy Vandyke is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Thrivent Financial for Lutherans and its investment management division since 2007. Outside of her advisory role, she serves on the board of the Derry Railroad Days Committee and is involved in local political and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning without discretionary trading authority, focusing on ongoing or one-time engagements that cover a wide range of planning topics.

Jarrod Frazier Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously at Citizens Securities and Citizens Bank from 2016 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Seth Kuhns is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with one year of industry experience. He has worked at MML Investors Services, MassMutual Life Insurance Company, Sheetz, and Equitable Advisors. Outside of his advisory role, he is also active as an insurance broker, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Karac Davis is a financial advisor with Edward Jones in Irwin, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to this, he worked at Chatham University and Shady Side Academy and has experience running KD Hockey LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.

Shawn Helman is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Cetera and has held senior roles at C.B. Tracy & Associates, Inc., including CEO and Senior Executive. Outside of advisory work, he is a partner in a commercial real estate venture and sells life, health, and disability insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Megan Paull is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. 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 with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation.

William Willett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and advanced modeling tools to support client decision-making.

Jenna Madigan is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has previously worked at Hefren-Tillotson, Inc. and Mine Safety Appliances. Outside of her advisory role, she serves as head volleyball coach at Greensburg Central Catholic High School and is involved with the Westmoreland Elite Volleyball Club. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence, in client advising.

Logan Byrd is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Arnold Palmer's Latrobe Country Club and Reed's Auction Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment approaches with portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance services.

Chad Friday is a financial advisor at Edward Jones in Monroeville, PA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at RW Baird, First National Bank, and Morgan Stanley. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

David Rich is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Ameriprise since 2009 and previously spent three years at Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Comin is a financial advisor with Ameriprise in Latrobe, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC before joining Ameriprise. Outside of his advisory role, he occasionally serves as an ordained substitute minister and is a self-published author of a religious book. Ameriprise provides retirement-income planning services tailored to clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Mitchell Niderstros is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. His prior work includes roles at Robert Baird & Co., Hefren-Tillotson, and Dollar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Jonathan Suley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He worked at Cetera from 2007 to 2016 before joining Cambridge Investment Research Advisors in 2018. Outside of advisory services, Suley is president of Dynasty Real Estate Investments, Inc., a multi-family rental property business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of services through independent financial professionals, utilizing various investment platforms and tailored portfolio strategies.

Donald Angel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Cambridge since 2012. Outside of advisory work, he serves as a volunteer member of the Deer Valley YMCA Camp Board of Management in an advisory capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through independent Financial Professionals using multiple custody and platform arrangements with a mix of discretionary and non-discretionary strategies.

Matthew Eisenhuth is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ameriprise and its related entities since 1994. 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 tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

David Bousquet is a financial advisor at Edward Jones in Oakmont, PA, with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2021, he served at Cranesville Bible Church for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Tyler Becker is a financial advisor at Ameriprise in Greensburg, PA, holding Series 63 and Series 65 licenses. He began his advisory career in 2023, following experience at United Bank and roles in education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

John Dandrea is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Monica Garver is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2025. Her prior roles include positions at McKinley Carter Wealth Services, RTD Financial Advisors Inc, NRP Advisors, Inc., and PrimeSolutions Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.