John Wojtowicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at Harvest Financial Corporation for 35 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, providing access to model portfolios, third-party asset management, and institutional platforms.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 12 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a board member for Al's Bike Drive, supporting the Toys for Tots program in Western Pennsylvania, and is the chair and president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Carly Seneca is a CFP® with eight years of industry experience, currently serving at Cambridge Investment Research Advisors since 2022. Her prior roles include positions at Pensionmark Securities, Harvest Financial, and BNY Mellon. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Matthew Mezmar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad brokerage and advisory platform.

Bryan Byrd is a financial advisor with LPL Financial and holds a Series 66 designation, bringing nine years of industry experience. He has worked at Lincoln Financial Securities Corporation and has been involved with Robert Morris University as a coach since 2018. Outside of advising, he coaches sports and fitness at Robert Morris University. 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 and access to third-party asset management, utilizing various portfolio strategies through a large network of investment adviser representatives.

Scott Slattery is a financial advisor with Ameriprise in Cranberry Township, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Ameriprise in 2026, he held roles at The Huntington National Bank, The Huntington Investment Company, Citizens Securities, Inc., and Citizens Bank. Outside of finance, he operated Scott Slattery Photography for a decade. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Paul Horan Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at MML Investors Services and MassMutual, and has been involved with NCG Benefits since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Kelly Kennedy is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at OSAIC since 2025 and previously spent 15 years with Lincoln Financial Advisors. Outside of her advisory role, she co-authored the book "Mastering Your Financial Success" and hosts an after-school running program at her child's school. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of financial planning and investment services supported by model-based asset allocation, portfolio optimization tools, and a multi-advisor platform.

Garrett Temchulla is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and offering 12 years of industry experience. He has worked with Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he is the owner of a real estate and rentals business, GT Getaways, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a range of advisory models and partners with third-party asset managers to deliver tailored investment solutions.

Cassidy Carlson is a CFP® with eight years of industry experience currently working at Raymond James & Associates. Prior to joining Raymond James, she held positions at Robert Baird & Co. and Hefren Tillotson. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and portfolio management options.

James Ferrell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning tools and models to support client strategies.

Nicholas Feeney is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services for seven years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joseph Seymour is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked within the Wells Fargo organization since 2014, including 12 years at Wells Fargo Clearing. Outside of his advisory role, he co-owns a rental property in Ebensburg, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet specific net-worth thresholds and supports recommendations with proprietary research and planning tools.

Eric Nan is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment research.

Thomas Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 29 years of industry experience. His career includes roles at Robert Baird & Co., Hefren-Tillotson, Inc., and Avantax Investment Services. Outside of his advisory work, he is involved in entrepreneurial activities including serving as Treasurer and Member of Best Feeds Garden Center LLC and operating his own CPA practice. Cambridge Investment Research Advisors serves a broad client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various account platforms and proprietary model strategies through a large network of financial professionals.

William Scott is a Series 66-licensed financial advisor at Robert Baird & Co. with seven years of industry experience. Prior to joining Robert Baird in 2022, he worked at Hefren Tillotson and has held various roles including Treasurer of the Ellwood City Chamber of Commerce. The DDK Group, part of Robert Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic minority partnerships.

Chris Schott is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to understand their goals and assist in creating sound and secure financial plans. His professional experience is centered on investment consultation, focusing on tailored financial strategies for his clients. Outside of his professional role, Chris has interests that include the beach, football, military service, pets, soccer, and traveling.

Louis D'Angelo is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has held roles including owner of D'Angelo Financial Services, LLC, and involvement with the American Cancer Society. He serves on the investment committee for the nonprofit Manchester Bidwell Corporation and is also an author. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Brent Heitzenroder is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, following six years at Hefren Tillotson. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies along with tax management and direct indexing.

Brendan Koroly is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His work history includes roles at NextTier, Erie Junior Seawolves, Shenango Beverage, and Gannon University. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.