Jeffrey Zora is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process employs modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options as part of its investment menu.

Jennifer Makowski is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She focuses on helping clients develop financial plans that align with their unique values and preferences, aiming to build trusting relationships that support clients' financial goals. Her experience in the financial services industry includes previous positions as a Planning Consultant at Fidelity Investments, Wealth Counselor Coordinator at Waldron Wealth Management, Relationship Manager at BPU Investments, and Investment Consultant at Fidelity Investments. This diverse background has equipped her with expertise in financial planning and client relationship management. Outside of her professional work, Jennifer's personal interests include fitness, Pilates, traveling, and spending time with her pets.

Matthew Meyers is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at Grove Point Advisors, LLC and H. Beck, Inc. Outside of advising, he serves as a notary and has experience in non-variable insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Joseph Headlee Jr. is a financial advisor with Edward Jones in Washington, PA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he owns rental properties and holds gas royalties in Waynesburg, PA. 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 and investment strategies, supported by a nationwide network of over 23,000 financial advisors and maintaining an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Susan Reasinger is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and corporate fiduciaries. The firm integrates with Bank of America's platform to provide access to a wide range of products and services.

Shaun Sweeney is a CFP® professional with 12 years of industry experience, currently serving at Cetera since 2019. His prior roles include positions at Foresters Advisory Services and Mutual of Omaha. Outside of finance, he is an author of an eBook sold on Amazon and a photographer who donates all proceeds from print sales to a local cancer center. Cetera Investment Advisers LLC is an SEC-registered firm offering a wide range of services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and access to multiple investment strategies through a multi-manager platform with both discretionary and non-discretionary account options.

Alfred Vallano Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2022, following over three decades at Hefren-Tillotson, Inc. He serves as a board member and on the Investment/Finance Committee of Family House, a nonprofit organization. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, internal research, and ongoing monitoring to support its advisory approach.

Paige Myers is a financial advisor with Robert W. Baird & Co. based in Pittsburgh - South Hills, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at Totum Realty Advisors LLC and held various roles in hospitality and real estate-related positions. The DDK Group at Robert W. Baird & Co., where Myers is a team member, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing a mix of managed account strategies, tax management, and internal research capabilities.

Jayson Angus is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in financial planning and client advisory roles at Fidelity Investments since 2019, with previous positions including Planning Consultant and Financial Representative. His professional experience encompasses guiding clients through their financial planning needs by developing trusted relationships and employing a tailored approach. Jayson emphasizes ensuring clients feel confident in their financial plans to help them work toward achieving their goals. Outside of his professional life, Jayson has interests in fitness, social events with friends, golf, lake activities, and outdoor adventures.

Janine Hauck is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked at Hefren Tillotson, Inc. since 1999 before joining Robert Baird in 2022. Hauck participates in giving presentations for PALyme Resource Network. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and municipal advisory services.

Adam Check is a financial advisor with J.P. Morgan Securities holding Series 65 and Series 63 licenses and has four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and PNC Bank prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kerrie Morris is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cetera and Foresters Financial Services. Outside of her advisory role, she is a senior instructor at Moke's Martial Arts and is actively involved in community organizations including the Cub Scouts and her local church, where she serves as secretary and treasurer. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and third-party money management solutions.

Richard Lewis is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at SagePoint Financial, Inc. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting with access to model portfolios and research from multiple sources.

Patrick Wiethorn is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has held positions at Morgan Stanley Private Bank, Bank of America, Merrill, and PNC over his career. Outside of his advisory work, he serves on the advisory board and finance committee for the Sisters of St. Joseph, a nonprofit organization focused on community and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside estate planning and corporate financial planning services.

Eric Martin is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2002 to 2020. Martin serves on the boards of the Lake Colony Homeowners Association and Caring for Kids - The Carrie Martin Fund. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver customized recommendation reports through a centralized consulting team.

Allison Daube is a financial advisor with UBS Financial Services in Canonsburg, PA. She holds Series 63 and Series 66 licenses and has 14 years of industry experience, including over a decade with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kaitlyn Leap is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 registrations and four years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at PNC Investments and PNC Bank from 2015 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

Peter Gialames is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked with Cambridge Investment Research Advisors and has been involved with his own firm, Peter Gialames Associates, Inc., since 1996. Outside of advisory roles, he is president and CEO of a third-party administrator and operates a payroll services business. LPL Financial is a national 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 retirement plan consulting, utilizing model portfolios and research from multiple sources to support various investment strategies.

Richard Roberto III is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. in Pittsburgh - South Hills, PA. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group, as well as work outside of finance at DICK's Sporting Goods and Penn State University. Robert W. Baird & Co.’s Private Wealth Management department, where he is part of The DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using both manager-traded and model-traded strategies alongside ongoing manager oversight supported by internal research and AI tools.

Michael Bogdan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He worked at Fortis Investors, Inc./Woodbury Financial Services, Inc. for 29 years before joining OSAIC in 2024. Outside of his advisory role, he is president of The Nest Egg Financial Group LLC, which provides general accounting and financial organization services, and he operates a financial education YouTube channel called "Financial Soup." He also offers notary services related to legal document witnessing. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers. The firm provides integrated brokerage and advisory services, using asset allocation tools and a range of investment options to construct portfolios on discretionary or non-discretionary bases.