Daniel Manjooran is a financial advisor with J.P. Morgan Securities based in Cranberry Township, PA. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to his current role, Manjooran worked at NYLIFE Securities LLC and New York Life Insurance Company from 2018 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Michael Carben is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and holds additional roles with AK Steel Cora and Applied Industrial Tech. Outside of his financial advisory work, he owns and operates Carben Services, a lawn care business in Cabot, Pennsylvania. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports advisory services through a large network of advisors across many offices.

Jason Pettner is a financial advisor with Raymond James & Associates holding the Series 66 designation. He has experience at several firms including CSM Advisors, LLC, C.S. McKee, LP, and Hefren-Tillotson, Inc. He also spent four years at Penn State University. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Bryan Gratton is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including over a decade with Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also involved in insurance and advisory services through his role as owner of Gratton & Kerr Financial Group LLC and serves as a sales agent with The Kerr Agency Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including money-manager services and educational seminars.

Stephen Lucas is a financial advisor with Cambridge Investment Research Advisors in Mars, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2016. Outside of his advisory role, he operates an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Belynda Slaugenhaupt is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, she worked at Hefren Tillotson, Inc. for 26 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and other wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts, tax management, and model-traded SMAs, supported by internal research and artificial intelligence tools.

Nathan Rodgers is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked with Cuna Brokerage Services, Inc. and CUNA Mutual Group for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Timothy Buggy is a CFP® professional with 39 years of experience in financial advising. He has worked at Equitable Advisors since 1999 and was also affiliated with Axa Advisors, LLC during that time. Outside of his advisory role, he is a partner at First Choice Advisors, LLC and serves as an independent agent for fixed insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Russell Werme is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he is the owner of Lucid Services, LLC, a business that bids on VA contracts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and research resources.

Joshua Nieman is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and in the coffee business through La Prima Espresso Company and Beans and Brews. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Erik Lenyk is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 23 years of industry experience. He has worked at Hefren-Tillotson, Inc. since 2004 and joined Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a broad range of services including financial planning, portfolio management, and brokerage services, supported by internal research and strategic partnerships.

Mark Prunier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He partners with clients to understand their families and preferences, helping them work toward their financial goals through personalized planning. Mr. Prunier has extensive experience within Fidelity Investments, having served in various roles since 2000. His prior positions include Vice President, Senior Account Executive; Branch Planning Consultant; Planning Consultant; Assigned Relationship Manager; Fixed Income Manager; and Investments Manager, among others. This progression reflects a broad expertise in financial services and client relationship management. No information regarding Mr. Prunier's education, credentials, personal interests, or community involvement was provided.

Jay Simon is a CFP® with 37 years of industry experience, currently working at Robert Baird & Co. since 2022. He previously spent over three decades at Hefren Tillotson, Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both internal research and external partnerships in their investment approach.

Bernadette Law is a financial advisor at Edelman Financial Engines with 24 years of industry experience. She holds a Series 66 designation and has worked at several firms including E*TRADE and its affiliates prior to joining her current firm. Outside of finance, she operates a dance education and performance business as a sole proprietor. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Randel Morris is a CFP® professional with 41 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at JJB Hilliard WL Lyons LLC and Hilliard Lyons, with over a decade managing RGMO Management LLC. Outside of his advisory role, he has been involved in managing rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting services, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management strategies.

Eric Mozur is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, following a 17-year tenure at Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and municipal advisory services.

Ryan Hollenbach is a financial advisor with Cetera, holding a Series 66 designation and possessing 21 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.

John Kautz is a financial advisor with Robert Baird & Co. in Pittsburgh-Wexford, PA. He holds a Series 66 designation and has five years of industry experience. His prior positions include roles at Hefren-Tilloston, Inc. and ADP, LLC. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing various managed account programs and investment strategies supported by internal research and manager oversight.

Tracy Mceuen is a financial advisor at Raymond James & Associates with nine years of industry experience. Prior to joining Raymond James in 2024, she worked at Bank of America and Merrill from 2018 to 2024 and spent 15 years at Mead Johnson Nutrition. She is a member of TSJ Farm LLC, where she handles bookkeeping and bill payment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, emphasizing non-discretionary planning supported by extensive research and a broad range of portfolio management styles.

Brodie Patten is a financial advisor with Osaic and holds a Series 66 designation. He has six years of industry experience, including five years at Lincoln Financial Advisors. Outside of advising, he is a licensed insurance agent offering accident, health, disability insurance, and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and offers discretionary and non-discretionary portfolio management across multiple investment types.