Marc Mattarochia is a financial advisor with LPL Financial based in Wexford, PA, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Cottrill Arbutina Wealth Management Group, MSI Financial Services, Inc., and Federated Investment Counseling. 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 and brokerage services featuring financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of advisors and integrated non-advisory financial services.

Justin Best is a financial advisor at Cetera with 7 years of industry experience and holds a Series 63 designation. He has worked at multiple entities within the Cetera network since 2025 and is also involved in several business ventures, including ownership and management roles in home improvement companies such as Window Depot Global, LLC. Additionally, he serves as a senior manager at Mercadante & Company PC, where he prepares and reviews tax returns. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting a nationwide network of over 10,000 advisors. The firm serves a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through various program platforms and third-party money managers.

Kenneth Fisher III is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 designations and having 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated capital markets capabilities.

John Ford is a financial advisor with Morgan Stanley in Sewickley, PA. He holds a Series 66 designation and has experience at Morgan Stanley since 2026, with prior positions at BNY and the University of Pittsburgh. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market assumptions to support its financial planning process.

Douglas Manges is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1992 and owns Manges+ Associates Inc., an investment-related business affiliated with Primerica. Manges also receives compensation for referrals related to home security and automation products through Primerica Client Services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Danielle Gilliam is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America NA, Bimbo Bakeries USA, and Mercedes-Benz of Pittsburgh. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer offering a range of advisory programs and financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary tools and modeling techniques.

Tawni Marie Tunno is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James since 2013 and also has worked at Covenant Partners since 2016. Outside of her advisory role, she has longstanding part-time employment with Victoria's Secret, where she is involved in merchandising and inventory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, tailored planning using risk profiling and analytical tools and supports clients through various advisory programs and specialized services such as municipal and public finance advisory and SIMPLE IRA employer consulting.

James Scureman is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 44 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Outside of his advisory work, he operates an independent insurance agency specializing in dental, group disability income, life, accident, health, and long-term care products. MassMutual Investors Services, LLC 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 with an emphasis on collaborative, goal-based planning and a range of program options including wrap and money-manager services.

Robert Meredith is a financial advisor at Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2009. Meredith serves on the Board of Governors of Pikewood National Golf Club and is a member and panelist of the NYSE Hearing Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Sandra Caruso is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member on the finance committee of Unity Presbyterian Church in Pittsburgh. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning, wrap programs, and access to various investment vehicles.

Nicholas High is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he co-owns Punkin & Punkin LLC, an online clothing sales business managed primarily by his wife. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Scott Ventura is a Financial Consultant currently working at Fidelity Investments since 2024. He has held several roles at Fidelity, including Investment Consultant from 2022 to 2024 and High Net Worth Associate from 2021 to 2022. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2021. In his role, Scott focuses on understanding clients' financial situations and goals. He develops strategies and connects clients with appropriate resources to assist them in achieving their financial objectives.

Brian Tarquinio is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services from 2006 to 2020 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, he serves as a board member for South Hills Catholic Academy and is a partner at a technology firm, Thomas Joseph LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment services through its extensive financial advisor network.

Peter Loncar is a CFP® professional with 39 years of industry experience, currently affiliated with Raymond James Financial. He is the owner and president of Rivertowne Advisors LLC and has held roles at various Raymond James entities since 2015. Outside of his advisory work, Loncar owns an agricultural business involved in timber harvesting, landscaping, and honey production, as well as a private foundation he founded in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using various analytical tools and supports specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Debora Kuzmanko is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 13 years and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities, using primarily model-driven investment implementation and offering access to third-party asset managers and other financial products.

Ryan Krist is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Bank of New York Mellon and Citizens Securities, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks where applicable.

William Payne is a financial advisor with J.P. Morgan Securities in East Liverpool, OH. He holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at TIAA, Edward Jones, and Huntington National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments. Their advisory process features written asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and incorporates a range of investment strategies, including ESG considerations.

Barbara Neal is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. She has been involved with LPL Financial since 2000 and is also the owner and president of a family business, Slater Electric & Sons Inc., where she serves on the board. Additionally, she serves as a Notary Public for the Commonwealth of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management options supported by various institutional platforms.

Brian Koble is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. Outside of his advisory role, Koble serves on multiple boards including Sacred Heart Parish finance committee, Aquinas Academy, Pittsburgh CLO, and Parents for Excellence in Catholic Education, with involvement in finance and investment committees. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

John Nelson Jr. is a financial advisor at Cetera with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. Nelson has held roles at several firms including Securian Financial Services Inc. and Greater Allegheny Financial Group, where he serves as president. He is also involved as an agent/broker with Greater Allegheny Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients nationwide.