Daniel Morgano is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and PRUCO Securities, LLC. He has also worked in various capacities at Wildwood Country Club and Allegheny College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, trust custody services, and insurance products.

Jeffery Ward is a financial advisor with Edward Jones in Greensburg, PA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Snyder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 10 years of industry experience. Her prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to her advisory work, she acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm provides access to multiple platforms, unaffiliated third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Roy Anderson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Cambridge since 2012 and previously spent three years with LPL Financial. Outside of advisory work, he owns Roy Anderson Enterprises Inc. and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Victor Fiano is a financial advisor with Wells Fargo Advisors in Greensburg, PA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Morgan Stanley from 2012 to 2015. He also has ownership interests in two investment-related businesses based in Greensburg. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of specialized planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Nicholas Song is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at CUSO Financial Services, CUNA Mutual Group, Mutual of America Securities, and TSC Bank. He operates under Clearview Wealth Management Group, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of investment options and operational tools.

John Davitt is a financial advisor with LPL Financial in Verona, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Citizens Securities and several other firms prior to joining LPL in 2020. Davitt is involved in Crowdcurring.com, a technology-related investment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at PNC Investments, Stifel Nicolaus & Co., and Merrill. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Joseph Jansma is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Equitable Advisors, PNC Investments LLC, and PNC Bank, and served in the United States Marine Corps from 2015 to 2019. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that includes firm-approved tools and modeling techniques.

John Daller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 41 years of industry experience. His career includes 17 years at Trustmark Financial Group and ongoing roles as an independent insurance agent. He is also involved as an advisory representative for a registered investment adviser and has ownership experience in a partnership. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management with various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Michael Nye is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he provides care and support for intellectually disabled individuals and serves as treasurer for his daughter's Girl Scout troop. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver retirement-income recommendations that combine research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Howard Shear is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at PRUCO Securities, LLC and Good Life Advisors, LLC. Shear also operates Shear Capital Group, LLC, which provides financial planning and wealth management services. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffrey Lowden is a Certified Financial Planner (CFP®) with 37 years of experience, currently serving at UBS Financial Services since 1989. He is based in Pittsburgh, PA, and holds a Series 63 license. Outside of his advisory work, he serves as president of the Tall Trees Homeowners Association, where he leads meetings and oversees community activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based allocations to tailor financial plans according to clients’ goals and risk tolerances.

William Esposito is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for FSC Securities Corporation for 14 years. Outside of his advisory role, he officiates high school and summer league baseball and softball games as an independent contractor. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with tools such as asset allocation optimization and risk-tolerance assessments, offering a range of brokerage and advisory services through a multi-advisor platform.

Joseph Dambrosio is a financial advisor with LPL Financial in Monroeville, PA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Sagepoint Financial, INC for 11 years before joining LPL Financial in 2020. Outside of his advisory role, he owns a Fantastic Sams hair salon franchise. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology, and diverse investment options.

Joseph Yezovich is a CFP® and CFA® charterholder with 11 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2022 and previously spent six years at Hefren Tillotson. Yezovich serves as a board member of the Norwin Chamber of Commerce in Irwin, PA. He is part of The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies.

Linda Herman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Kohl's, Tri Rivers Electric, Oppenheimer, and Wells Fargo Clearing. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Jacob Greenberg is a Series 66-licensed financial advisor with UBS Financial Services in Pittsburgh, PA, where he has worked since 2013. He has 14 years of experience in the industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Tornow is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 33 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Metropolitan Life Insurance Company, and MetLife Securities Inc. Outside of advisory work, he has been involved with Mademoiselle for more than three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, featuring access to third-party asset managers and model portfolios, alongside affiliated insurance and trust services.

Jonathan Weiss is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Company. Weiss is involved in several insurance and business ventures, including fixed insurance sales and managing an S corporation related to insurance commissions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering services ranging from comprehensive financial planning to advisor-managed portfolios and retirement consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform integrating various advisory and brokerage programs.