John Porter is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked briefly at Hefren-Tillotson Wealth Management and The Oven Pizza Co., and has a background in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research, model-based asset allocation, and institutional trading capabilities to deliver tailored financial planning and portfolio management.

Chad Friday is a financial advisor at Edward Jones in Monroeville, PA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at RW Baird, First National Bank, and Morgan Stanley. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

David Rich is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Ameriprise since 2009 and previously spent three years at Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Comin is a financial advisor with Ameriprise in Latrobe, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC before joining Ameriprise. Outside of his advisory role, he occasionally serves as an ordained substitute minister and is a self-published author of a religious book. Ameriprise provides retirement-income planning services tailored to clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Mitchell Niderstros is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. His prior work includes roles at Robert Baird & Co., Hefren-Tillotson, and Dollar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Jonathan Suley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 22 years of industry experience, including prior roles at Cetera from 2007 to 2016. Outside of his advisory work, he serves as an independent insurance agent and is president of Dynasty Real Estate Investments, a multi-family rental property business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Donald Angel is a financial advisor with Cambridge Investment Research Advisors in Murrysville, PA, holding a Series 66 credential and 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012, and previously held positions at LPL Financial and Mutual Service Corporation. Outside of his advisory role, he serves on the board of management for the Deer Valley YMCA Camp in a volunteer capacity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management services.

Matthew Eisenhuth is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ameriprise and its related entities since 1994. 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 tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

David Bousquet is a financial advisor at Edward Jones in Oakmont, PA, with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2021, he served at Cranesville Bible Church for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Tyler Becker is a financial advisor at Ameriprise in Greensburg, PA, holding Series 65 and Series 63 licenses. He began his advisory career in 2023 after graduating from Saint Vincent College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income and tax-aware withdrawal strategies.

John Dandrea is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Monica Garver is a CFP® with 25 years of industry experience, currently with Cambridge Investment Research Advisors since 2025. Her prior roles include six years at McKinley Carter Wealth Services and 13 years at PrimeSolutions Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management options and supports account implementation across multiple platforms and custodians.

Jason Marcieski is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. His focus is on empowering clients to take control of their financial lives and select the platforms that best fit their current needs. He holds the professional designation of Personal Investment Advisor (PIA). Jason earned a Bachelor's Degree from Temple University and a Master of Business Administration (MBA) from Indiana University of Pennsylvania.

Keith Fulton is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank PA since 2012. Outside of his advisory role, he is a member and manager of KRF Vision LLC, a family optical business, and also engages in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Glenn Kolod is a financial advisor with Edward Jones in Monroeville, PA, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients through a nationwide network of financial advisors. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Barry Testa is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 credential and has previously worked at Somerset Trust Co., Osaic Institutions, Inc., and AEG Vision. Outside of his advisory role, he is involved in a real estate rental activity in Pennsylvania. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Kerri Llewellyn is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Cetera since 2014 and also works with FNB. Outside of Cetera, she engages in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform that includes affiliated and third-party managers.

Anthony Marciano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including over 15 years at Cambridge and more than 20 years with Duncan Financial Group LLC. Outside of his advisory work, he serves as a commissioned pastor in Greensburg, PA. Cambridge Investment Research Advisors serves a diverse client base that includes individuals and institutions such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Colleen Tirpak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior roles include work with Waddell & Reed, Inc. and various insurance carriers, as well as operating The Hilf Tirpak Group LLC. 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 access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Joshua Charles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and more than 30 years of industry experience. He has been with Raymond James since 2005 and served on the board of an investment club since 2016. Outside of his advisory role, he owns Financial-360, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.