Simler Batcheler is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 43 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. from 2012 to 2024. He is also the owner of BAI TAX GROUP, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and various technology-driven portfolio management tools.

Richard Smith Jr. is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 10 years at Lincoln Financial Advisors. Outside of advisory work, he offers accident and health insurance, disability insurance, annuities, life settlements, and traditional life insurance as an agent. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types.

Derek Herrington is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market modeling techniques.

Anna Machin is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. She has worked at several firms including Federated Investment Counseling and Commonwealth Financial Network. Outside of her advisory work, she serves as president of the Pittsburgh Stock and Bond Association, organizing educational events for the local financial community. UBS Financial Services offers brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Anthony Romani III is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Merrill and Bank of America prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing several rental real estate properties in the Pittsburgh area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Adam Riggle is a CFP® with 14 years of industry experience, all with Edward Jones where he has worked since 2012. He holds a Series 66 designation and is based in Greensburg, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Scott Lauer is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he serves as the secretary of his local homeowner’s association. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across a range of asset classes with discretionary and non-discretionary management options.

Joseph Free is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to his current role, he worked at institutions including Jpmorgan Chase Bank, N.A., Mason Classical Academy, and Ave Maria University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Kevin Broom is a financial advisor with Equitable Advisors in Sutersville, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at PNC Bank for 14 years. He is also the owner of Ergon Gaming PCs, a custom gaming PC business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Robert Raposa is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Raposa owns and manages a retail store specializing in new and used Legos. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software, with implementation of recommendations conducted through separate arrangements.

Lance Cunningham is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of advising, he is co-owner of an oil and gas leasing business, owner of a tax preparation firm, and serves as an elder on the board of Unity Presbyterian Church. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Fletcher is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024, with prior roles at Securities America Advisors, Kestler Financial Group, and PNC Bank. He also operates a financial services firm, 6'6 Financial, focused on client prospecting and insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools and third-party platforms to manage portfolios that include a broad array of investment products.

David Estatico is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 21 years. Outside of his advisory role, he is involved in various insurance-related activities, including offering traditional life, long-term care, disability, and group insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment products managed on discretionary or non-discretionary bases.

Jonathan Mack is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and First National Bank of Pennsylvania. He serves as a board member of the South Side Chamber of Commerce, a community organization focused on supporting business development in Pittsburgh’s South Side neighborhood. 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 strategies for a variety of individual and institutional investors.

Jesse Best is a financial advisor at Cetera with five years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he worked at firms including Avantax and The Huntington Investment Company. He serves as a board member for the Oakmont Boulevard Project, which focuses on city improvement efforts such as maintaining thoroughfares and holiday decorations. Cetera Investment Advisers LLC provides investment advisory services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and supports various program structures and custodial relationships.

Karen Marshall is a Series 66-licensed financial advisor with one year of industry experience. She has worked with Cetera and related entities since 2026 and previously spent 14 years at PNC Bank. 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 provides a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Jarrod Frazier Jr. is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at Citizens Securities and Citizens Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Seth Kuhns is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Equitable Advisors and MassMutual Life Insurance Company. In addition to his advisory work, he operates a side business as an insurance broker focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to develop and recommend investment strategies.

Christine Mulkerrin is a financial advisor at UBS Financial Services in Pittsburgh, PA, with 22 years of industry experience. She holds the Series 66 and Series 65 designations and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Marcel Brown is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity and Wells Fargo, among other firms. Marcel is currently based in Ambler, PA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.