Eric Dudik is a financial advisor with LPL Financial holding a Series 66 license and eight years of industry experience. He previously worked at Edward Jones and Integrity Retirement and Estate Advisors. Outside of advising, he is involved in coaching volleyball through 3Step Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and various portfolio management options.

Andrew Wallisch is a financial advisor with LPL Financial based in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James Financial Services and a year at AirBNB. He is also involved with FC Financial Services, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Alison Miller is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for five years and The Ayco Company, L.P./Mercer Allied for six years. Alison is based in Pittsburgh, PA. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Robert Magee is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Cetera and its affiliate entities since 2013 and is the owner of Magee Investment Associates Inc. In addition to his advisory work, he serves as president and sole shareholder of Family Financial Physicians LLC and is an insurance agent selling life, health, disability, accident, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, providing a range of program options and custodial relationships.

Anthony Sciulli is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and joined LPL Enterprise in 2024. Sciulli is also involved with health benefits businesses, including Three Rivers Health Benefits, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and integrated insurance products.

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 Goodworth is a Wealth Management Advisor and managing partner of Craig-Goodworth & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Michael is focused on strengthening existing client relationships while cultivating new opportunities, and he applies strategic decisions informed by ongoing market developments to optimize client outcomes. With over two decades of experience, Michael provides a personalized approach to wealth management, prioritizing an understanding of clients' ambitions to tailor plans that support both short and long-term financial goals. He holds a Bachelor's Degree from Penn State University and maintains several FINRA registrations including Series 7, 31, 63, and 65. Additionally, he has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Michael spends time with his wife Heather and their four children. His personal interests include biking, gardening, and skiing.

Michael Wargo is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 registrations and over 31 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory role, he is involved with Rotary International District 7300, the Monroeville Foundation, and the Ohio State Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services supported by in-house and third-party research.

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 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. In addition to his advisory role, he serves as CEO of Service Wealth Management, where he manages investment products, life insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

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 financial advisor with Osaic, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience and previously worked at Woodbury Financial Services, Inc. for 25 years. Kondrit also serves as an insurance agent with The Benefits Group, where he services life and health insurance policies. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Garrett Senchur is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Enterprise, he worked in various roles including positions at Allegheny College and Eat'nPark. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

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.

Tara Barker is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Previously, she was with PNC Investments from 2011 to 2017 and has also been affiliated with Bank of America since 2022. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald McDade is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously spent 21 years with Lincoln Financial Advisors. In addition to his advisory role, he is involved in managing a financial planning and insurance practice under the name Mosaic Wealth Consulting and holds ownership in a business that manages expenses related to fixed life insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset allocation and portfolio construction tools and supports multiple advisory platforms and legacy programs.