Roy Anderson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory role, he operates Roy Anderson Enterprises Inc. and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers a variety of financial planning and investment management services, utilizing proprietary and third-party strategies across multiple custody platforms.

Victor Fiano is a Series 66-registered financial advisor with 14 years of industry experience, currently at Wells Fargo Advisors in Greensburg, PA. He has been with Wells Fargo Clearing and its affiliated entities since 2015. Mr. Fiano also owns and operates private wealth management practices in Greensburg. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Nicholas Song is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CUSO Financial Services, CUNA Mutual Group, Mutual of America Securities, and TSC Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Davitt is a financial advisor with LPL Financial in Verona, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He was previously with Citizens Securities, Inc. for 10 years before joining LPL Financial in 2020. Davitt is involved with Good Life IA, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 13 years of industry experience. Before joining Cambridge in 2023, he worked at PNC Investments and Stifel Nicolaus & Co. He is also the owner of AGL Financial LLC, an entrepreneurial venture separate from his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

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 designations and has 41 years of industry experience. His prior roles include positions at Trustmark Financial Group and Dollar Financial Service. He is also active as an independent insurance agent through several entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm supports independent Financial Professionals with a range of portfolio management options, model-based strategies, and access to both proprietary and third-party investment solutions.

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.

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 with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 14 years. Outside of his advisory role, he officiates high school and summer league baseball and softball as an independent contractor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple investment platforms, including managed accounts and alternative investments.

Joseph Dambrosio is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2020, previously spending 11 years at Sagepoint Financial, Inc. Outside of advising, he is a franchise owner of Fantastic Sams hair salons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and advanced portfolio solutions.

Joseph Yezovich is a CFP®, CFA®, and Series 66-certified financial advisor with 11 years of industry experience. He has worked at Robert Baird & Co. since 2022 and Hefren Tillotson since 2016. He serves as a board member of the Norwin Chamber of Commerce in Irwin, PA. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Linda Herman is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Her prior work includes positions at Kohl's and Tri Rivers Electric. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services utilizing discretionary and non-discretionary management supported by in-house and third-party research.

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 at LPL Enterprise with 33 years of industry experience. He holds the Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Outside of his advisory work, he has involvement with Mademoiselle spanning over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Jonathan Weiss is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of advisory work, he is involved in fixed insurance sales and manages several small business entities related to insurance commissions and business expenses. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and multiple advisory platforms. The firm offers a range of brokerage and advisory services utilizing firm-provided asset-allocation tools, third-party money managers, and integrated portfolio solutions.

Matthew Moyer is a CFP® professional with 10 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Educo Advisor Group, Westmoreland Entrepreneurs, and Waddell & Reed Inc. Moyer is also involved with Wealth Coach Financial LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Nicholas Dolney is a financial advisor with Ameriprise in Harrison City, PA, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in retail and education sectors, including roles at Dick's Clothing and Sporting Goods, McDain Golf Center of Monroeville, and Penn-Trafford School District. Outside of his advisory work, he assists with tax return preparation for a family-owned business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Garrett Helfritch is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns GPH Administrative Services LLC, which provides administrative and marketing support. Ameriprise serves clients primarily through its Ameriprise Premier Retirement Income service, focusing on individuals near or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to provide tailored retirement income planning.

John Onufro is a financial advisor with Morgan Stanley in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves as a board member for the Upper Yoder Township Zoning Board in Johnstown, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with a broad range of investment offerings.