Joseph Petrovich is a financial advisor with Cetera holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms including Voya Financial Advisors, Northwestern Mutual, and Schneider Downs & Co., Inc. Outside of finance, he is involved with Steel City Aquatics (British Swim School). Cetera Investment Advisers LLC distributes services through a large network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services.

Richard Birch is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. He has worked at Hefren-Tillotson, Inc. since 2011 and joined Baird in 2022. Birch serves as treasurer for Knaps Independent Battery E, a non-investment related community organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and other advisory services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools.

Mark Palmer is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2009. Palmer serves as Chair of the Board and Finance/Investment Committee Member for the Slippery Rock University Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Tracy Johnston is a CFP® with 19 years of industry experience, currently advising clients at Stifel since 2019. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Johnston serves on the board and finance committee of Contemporary Craft, a nonprofit focused on making art accessible. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with an emphasis on proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Christine Brookins is a financial advisor at OSAIC with 23 years of industry experience. She previously worked at Securities America Advisors and Voya Financial Advisors. Outside of her advisory role, she is involved in Special Olympics Pennsylvania as a volunteer, coach, and committee member, and she provides disability training and advocacy through her organization, Outspoken. She also serves as a part-time instructor at the Community College of Allegheny County, presenting continuing education on special needs planning and professional collaboration. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple third-party investment platforms.

Robert Riffle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Morningstar Inc. and Marton Technologies, along with military service in the Army Reserves. He is also the owner of Aardvark Affluence, LLC, an investment-related business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Deborah Sullivan is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 designations. She has 40 years of industry experience and has worked at RBC Capital Markets since 2014 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Christopher Grieco is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and Keystone Benefits Group. Grieco is also involved with an insurance agency, ONE2ONE Insurance Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Nathan Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at PNC Investments for 10 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Barbara Virany is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools without providing individual security recommendations as part of standalone planning.

Thomas Martin is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and serves concurrently with the D.C. Air National Guard since 1993. Outside of his advisory work, Martin is involved with Project Star, a respite foster care organization in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling aimed at guiding asset allocation and financial planning decisions.

John Cunningham is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms including DSF Wealth Management Group and Cetera Wealth Services. Outside of his advisory role, he is involved in selling life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with access to various investment strategies and program structures.

Daniel Mackey is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. In addition to his advisory role, Mackey is involved in selling life and disability insurance through his separately registered business activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and supports a range of strategies and technologies.

Mark Speedy is a CFP® professional with 15 years of industry experience, currently serving at OSAIC since 2023. He has also held roles at T & D Advisors, Inc. and Sagepoint Financial, Inc. since 2010. Outside of his advisory work, he serves as a committee member for the Pine Springs Camp Golf Committee, assisting in planning an annual golf outing. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options managed through multiple platforms and technology tools.

John Kesich is a financial advisor with Cetera, holding a Series 63 license and 29 years of industry experience. He has worked with Avantax in various capacities from 1997 to 2025 before joining Cetera in 2025. Outside of his advisory role, he is a partner in Kesich Consulting Group, LLP, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and third-party managers.

Louis Civitarese is a financial advisor with LPL Financial, holding the Series 66 and Series 63 designations and bringing nine years of industry experience. He has previously worked at Stratos Wealth Advisors, Merrill, and as an independent options on futures trader. Outside of his advisory role, Civitarese serves as an adjunct professor at Duquesne University and holds nonprofit board positions with the Pennsylvania Trolley Museum and the Pittsburgh North Regional Chamber. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Thatcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation. He has experience in real estate and government roles, including eight years with the Commonwealth of Pennsylvania and two years at Jeffrey Costa Select Realty. Michael serves in the United States Marine Corps Reserve and is involved with MB2K Development, Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm employs a large network of advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

John Kiblin is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning and allows clients to combine these services with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and portfolio management separate.

Andrew Wilbert is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has prior experience at South Hills Financial Group, where he is involved in administrative, customer service, and marketing responsibilities. He also serves as an insurance agent for Fixed Insurance. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual, corporate, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Paul Rudoy is a financial advisor at LPL Financial with 27 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes 11 years at Raymond James Financial and over 20 years as part owner of the CPA firm H2R CPA. He serves as a trustee and is a board member of CPA Associates International, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.