Anthony Caruso is a Series 66-credentialed advisor at PNC Wealth Management with 16 years of industry experience. He has worked at PNC Investments, LLC since 2017 and previously at WesBanco Securities, Inc. from 2015 to 2017. Based in Pittsburgh, PA, Caruso focuses on advisory services within an enterprise firm setting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and delegates portfolio management to approved strategists and third parties.

Zachary Bargar is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson and West Advisory Group, as well as periods as a full-time student. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of implementation platforms supported by proprietary research and analytics.

Adam Pokorski is a financial advisor with Money Concepts Capital Corp in Washington, PA, holding a Series 66 designation and one year of industry experience. He has worked at Money Concepts Capital Corp and AccountMaster, Inc, where he serves as a CPA and tax accountant. Outside of his advisory role, he is the board chairperson and treasurer for the Washington County Gay Straight Alliance, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages a variety of programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.

Stephen Andros is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, Navigator Business Solutions Inc., Wilshire Associates Inc., and the University of Pittsburgh. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

Brian Clouse is a financial advisor with NewEdge Advisors and holds a Series 66 designation, bringing 20 years of industry experience. He has worked with NewEdge Advisors since 2021 and has been affiliated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. Outside of his advisory role, Clouse is involved with several insurance-related activities, including the sale of life, disability, and long-term care insurance, and serves as vice president of a local business networking group focused on referral management. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.

Dennis Gump is a financial advisor with Fidelity in Lawrence, PA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been associated with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Dennis works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Kaitlyn Shogry is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at Leadership League LLC and Traveler's Service Company. 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 supported by structured discovery processes and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Stephen Gagne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with both non-discretionary and discretionary service options tailored to plan objectives and risk tolerances.

Daniel Bejster is a CFP® with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2024. Prior to this, he spent nine years at The Huntington Investment Company. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colin Tooey is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including New York Life Insurance Company and MML Investors Services. Outside of his advisory role, Colin serves as president of the BNI Networking Three Rivers Chapter. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes both affiliated and third-party managers.

Laura Capan is a financial advisor at Cetera with 12 years of industry experience. She has previously worked at Avantax Advisory Services and Avantax Insurance Agency, and she is associated with Ivana Liberatore, CPA, CFP & Associates, where she manages marketing and client relations. Capan holds Series 65 and Series 63 licenses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Beaux Delattre is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2011, including time at Axa Advisors prior to the firm's rebranding. He is also the owner of DeLattre Financial Services, a non-investment business in Canonsburg, PA. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Tracey Smith is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2005. Outside of advising, she is involved with LFS Management, a business focused on bill payment and protection services. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, delivered through a centralized consulting team in partnership with client advisors.

David Foster is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he supports clients by providing personalized financial advice, retirement planning, and ongoing performance tracking. He works closely with individuals and small business clients to help optimize their retirement plan benefits and develop strategies tailored to their financial goals. With over 17 years of experience at Merrill, Foster’s expertise includes divorce transition planning, family wealth management strategies, defined benefit and defined contribution plan consulting, portfolio management, and retirement income planning. He holds professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Foster earned a Bachelor’s degree in Information Technology and Business Communication from Robert Morris University. He resides in Upper St. Clair, Pennsylvania, with his two children, and enjoys attending their events as well as recreational activities such as boating, camping, fishing, football, golfing, hunting, and skiing.

Robert O'Korn is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. Prior to joining LPL Financial, he spent over a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he is involved in managing a revocable living trust and has non-variable insurance activities. 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 advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research from multiple sources and advanced portfolio management options.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Jason Fox is a Financial Consultant currently working at Fidelity Investments since 2024. He assists clients and their families in identifying, organizing, and prioritizing their financial goals. Jason's professional experience spans over a decade in the financial services industry, having held positions including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley and Edward Jones between 2015 and 2017, and Investment Services Partner at PNC Investments from 2013 to 2015. Throughout his career, Jason has developed expertise in financial consulting across multiple firms. Outside of his professional life, he engages in activities such as baseball, football, golf, family activities, parenthood, and volunteering.

Scott Crowley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2019 and previously at Fsc Securities Corp from 2016 to 2019. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of investment strategies including proprietary models under the Founders Gate Capital brand.

Ashley Bennett is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation, Bon-Ton, Ameritas Investment Corp, and Western PA Financial Center. Outside of advising, she is a commissioned notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of financial advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and access to third-party money managers.

Scott Purcell is a ChFC®-designated financial advisor with 32 years of industry experience. He currently works at Osaic Wealth, Inc. and previously spent nine years with Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory role, Purcell serves on the boards of the Avonworth Hockey Club and the Estate Planning Council of Pittsburgh. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using firm-provided tools and risk assessments to construct diversified portfolios.