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.

Eric Kondrit is a CFP® with 36 years of experience in the financial services industry. He is currently with Osaic Wealth and has previously worked at Woodbury Financial Services, Inc for 25 years. He also serves as an insurance agent with The Benefits Group, where he provides servicing of life and health insurance policies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and provides access to multiple custodial arrangements and alternative investments.

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.

Edward Gaskey is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of advising, he is involved in managing businesses related to commercial property development and administrative support for his financial planning practice. Ameriprise serves clients primarily through its retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide non-discretionary, written recommendations delivered in partnership with its financial advisors.

Kassandra Krason is a financial advisor with Ameriprise in Verona, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Merrill and involvement in the performing arts education sector. She has worked with Siri's School of the Performing Arts and The Performing Arts Academy with Darin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vincent Kianese is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at PNC Investments and also owned a cleaning business for ten years. Outside of finance, he hosts a YouTube podcast focused on cooking videos. Fidelity’s Strategic Advisers LLC, where Vincent works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee fund advisory services.

Lori Brinker serves as a Senior Resident Director at Merrill, where she offers a comprehensive approach to wealth management that begins with understanding each client's individual needs and goals. She leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of her clients' financial lives across areas such as college education planning, family wealth management, legacy planning, retirement income, and more. Her professional expertise is supported by multiple designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lori holds a bachelor's degree from Grove City College and completed her high school education at Plum High School. Committed to the Merrill tradition of community involvement, Lori is actively engaged in volunteering with local organizations. Outside of her professional role, she enjoys activities such as biking, boating, hiking, reading, singing, spending time with her family, tennis, and yoga.

Robert Mccalmont is a CFP® professional with 34 years of industry experience. He is currently affiliated with Duncan Financial Planning Advisors and Cambridge Investment Research Advisors, serving clients since 2011. In addition to his advisory roles, he serves as a church trustee and religious volunteer at Pennsville Baptist Church. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

David Riehl is a CFP® with 14 years of industry experience currently with Robert W. Baird & Co. He joined Baird in 2022 after 11 years at Hefren Tillotson, Inc. He serves as a board member for Jeremaiah's Place and the ACME Family Endowment, and is an adjunct instructor at Saint Vincent College. He is also involved with St. Edmund's Academy PTA and Calvary Episcopal Church's Investment Committee. David is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services supported by home-office research and a variety of separately managed account strategies.

Zachary Bach is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2010 and with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its comprehensive investment approach.