Anthony Campano is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations and 43 years of industry experience. He has worked with Equitable Advisors since 2005 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Michael Lloyd is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in fiduciary activities and owns a business related to group office protection and bill payment. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that combine research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside human oversight.

Tyler Mcafoose is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera since 2019, following several years at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory role, he is a 34% owner in a real estate rentals and flips business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Richard Dalzotto is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Cetera since 2024 and previously spent two decades at The Investment Center, Inc. and 18 years at Ic Advisory Services, Inc. In addition to his advisory work, he serves as president and owner of South Hills Financial Group and is involved with the Boy Scouts of America as a Chartered Organization Representative. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Linville is a Certified Financial Planner (CFP®) with 42 years of industry experience, currently serving as an advisor at LPL Financial since 2009. He previously worked at Janney Montgomery Scott from 2005 to 2009. Linville also manages a DBA, The Advisors, LLC, and is involved in writing fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, third-party asset management, and technology tools, while also providing non-advisory financial services such as affiliated insurance and banking products.

Vincent Kasievich is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Thomas Kearn is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and ATA Associates, P.C., where he also maintains a tax preparation and accounting practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Brian Osborn is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Bmo Holdings, Summit Advisors, Beaconfield Financial Services, and Absolute Capital Management. 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 advisory and brokerage services, including financial planning and third-party asset management, utilizing both discretionary and non-discretionary strategies supported by technology tools and a broad network of over 22,800 advisors.

Kathryn Whitten is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Her work history includes roles at Prudential Insurance Company of America, Pruco Securities LLC, PNC Private Bank, Citizens Bank, NYLIFE Securities LLC, Bank of America, and Merrill Lynch. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Thomas Kijowski is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 18 years with Cambridge and over 30 years as a self-employed advisor. Outside of his advisory work, he is involved with the Kijowski Agency, an insurance and benefits business in Pittsburgh. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and proprietary strategies.

John Nave is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2023 and spent 12 years at LPL Financial. Nave is also president and program manager at Brentwood Bank DBA Brentwood Advisors, where he has provided brokerage, advisory, and insurance services since 1992. Additionally, he acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

William Young is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President on the Board of Directors for the Parkview Homeowners Association in Pleasant Hills, PA. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized retirement-income consulting team.

Mason George is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following a brief tenure at UBS and Northwestern Mutual. Outside of his advisory role, he serves as the head coach for a youth soccer team with the Beadling Soccer Club and is involved in business development for Aiden Ross Golf. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved planning tools and research.

Dennis Spangler is a CFP®-designated financial advisor with 34 years of industry experience, currently with Cetera since 2021. His prior experience includes roles at VOYA Financial Advisors and National Life of Vermont. He is also an independent insurance agent and a partial owner of DSF Wealth Management Group, providing insurance and financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Ryan Hettinger is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and spent 19 years at Halliburton. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

James Hicken is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1990. Outside of advisory work, he owns Hicken + Associates, Inc., which is dedicated to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Robert Smith is a financial advisor at Cetera with 52 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at multiple firms, including Southpointe Financial Services and Walnut Street Securities. He also sells life, disability, annuities, and long-term care insurance through a separate business activity. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

Michael Horan is a financial advisor with Robert Baird & Co. He holds the Series 66 designation and has 10 years of industry experience, including seven years at Hefren Tillotson, Inc. prior to joining Robert Baird. 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 accounts, and municipal advisory services.

Lynn Sunseri is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in making informed decisions.

Patricia John is a financial advisor at Robert Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hefren Tillotson, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. She has been with Robert Baird since 2022. The DDK Group, part of Robert Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, with an investment approach that incorporates manager-traded and model-traded strategies, tax management, and ongoing manager selection.