Timothy Helman is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Bill Few Securities, Inc. and C.B. Tracy & Associates, Inc., where he serves as CFO managing financial operations and employee benefit plans. Outside of advising, he is a partner in a commercial real estate business and sells life, health, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.

Brody Simmons is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and Prudential Financial. Outside of his advisory role, Simmons operates a non-variable insurance agency based in Pittsburgh, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Ronald Romeo is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corp. for 21 years. He is also involved in selling indexed annuities and fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a broad network of affiliated advisers and multiple advisory platforms.

Colton Hearn is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked with Cambridge and related firms since 2019. Outside of his advisory role, he is involved in financial education as a coach for a financial planning workshop. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals.

Lisa Krall is a CFP® professional with 21 years of industry experience, currently advising at OSAIC since 2023. Prior to joining OSAIC, she worked for 14 years at Sagepoint Financial, Inc. In addition to her advisory role, she is president of The Moxie Women’s Network, a public event series focused on business women featuring guest speakers and held quarterly. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools for portfolio construction and management.

Geoffrey Alberstadt is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 66 licenses. He has five years of industry experience, including prior roles at PNC Investments and eMoney Advisor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client goals.

Garrett Britton is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and two years of industry experience. His background includes roles at Ameriprise Financial Services and S&T Bank. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Karen Venneri is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments LLC, Janney Montgomery Scott, Wells Fargo Home Mortgage, Bank of New York Mellon, and Kish Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joseph Dorrycott is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for eight years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Dana Klein is a financial advisor with Cambridge Investment Research Advisors in Irwin, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior work includes roles at Hefren Tillotson and Lincoln Investment. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and supports a range of investment approaches across multiple custodial platforms.

Greg Holzer is a financial advisor at LPL Financial with six years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2021, he worked at FSC Securities Corporation and Commercial Bank & Trust, among other roles. Outside of his advisory work, he is involved with Stone Villa Wine Cellars, a business he has been associated with since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Nicholas Perini is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for six years. Outside of his advisory role, he owns a personal cryptocurrency investment activity focused on Ethereum and Cardano. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Wayne Washowich is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors and Absolute Capital Management. Outside of his advisory role, he is involved in a business called Paint Parties and More and serves on the board of directors for Tube City Media. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.