Dara Ferchak is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been associated with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2000. Outside of advisory work, she owns Ferchak And Associates, an investment-related business, and works as a substitute teacher. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Robert Magee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Cetera and its affiliates since 2013 and owns Magee Investment Associates Inc. Additionally, Magee serves as president and sole shareholder of Family Financial Physicians LLC and works as an insurance agent offering life, health, disability, accident, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures with discretionary and non-discretionary management options.

James Alderson is a Series 66 credentialed financial advisor with seven years of industry experience. He currently works at Robert Baird & Co., where he has been since 2022, and previously spent five years at Hefren Tillotson. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies with ongoing oversight from home-office investment professionals.

Michael Goodworth is a Wealth Management Advisor and managing partner of Craig-Goodworth & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Michael is focused on strengthening existing client relationships while cultivating new opportunities, and he applies strategic decisions informed by ongoing market developments to optimize client outcomes. With over two decades of experience, Michael provides a personalized approach to wealth management, prioritizing an understanding of clients' ambitions to tailor plans that support both short and long-term financial goals. He holds a Bachelor's Degree from Penn State University and maintains several FINRA registrations including Series 7, 31, 63, and 65. Additionally, he has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Michael spends time with his wife Heather and their four children. His personal interests include biking, gardening, and skiing.

Douglas Richey is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Lincoln Financial Securities Corporation for 12 years and Summit Investment Advisors for 9 years. Outside of advisory work, he is involved with RD Marketing Group, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and institutions.

Stephen Lucas is a financial advisor with Cambridge Investment Research Advisors in Mars, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2016. Outside of his advisory role, he operates an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Stephen Dristas is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at Energy Harbor, Wectec Staffing Services, and Rolls-Royce. Outside of finance, he is a partner and lead engineer at Seed Aquaponics, LLC, and has worked as a driver for Uber Technologies since 2017. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies from third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Timothy O'Brien is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Stratos Wealth Advisors and Federated Investors. Outside of his advisory role, he serves as secretary for a local Rotary International chapter and is a treasurer and board member for Pittsburgh Hires Veterans. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, providing a range of portfolio management options and both proprietary and third-party strategies tailored to client needs.

Belynda Slaugenhaupt is a CFP® with over 31 years of experience in the financial industry. She has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 22 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, employing a mix of separately managed accounts, model strategies, and tax-management techniques.

Nathan Rodgers is a financial advisor at LPL Financial with 22 years of industry experience and a Series 66 designation. His prior roles include positions at Cuna Mutual Group, Nationwide Securities, The Huntington Investment Company, Natcity Investments, PNC Wealth Management, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers financial planning, portfolio management programs, third-party asset management, and institutional platforms supported by a large network of investment adviser representatives.

Eric Kondrit is a financial advisor with Osaic, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience and previously worked at Woodbury Financial Services, Inc. for 25 years. Kondrit also serves as an insurance agent with The Benefits Group, where he services life and health insurance policies. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Garrett Senchur is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes roles at Allegheny College and various other positions prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Sean Barbour is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and currently owns a tax practice, Fox Chapel Tax Advisors. Barbour is also a member of the Northern Allegheny Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide range of program options and access to third-party money managers.

Timothy Buggy is a CFP® with 40 years of experience in the financial services industry. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. In addition to his advisory role, he is a partner at First Choice Advisors, LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of advisors, using a combination of firm-offered programs and third-party asset managers.

Michael Culhane II is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Pittsburgh, PA. His previous roles include positions at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Andrew Dobies is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously spent four years at Lord Abbett. Andrew is based in Pittsburgh, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Jay Simon is a CFP® with 37 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 30 years at Hefren Tillotson, Inc. He is based in Pittsburgh - Wexford, PA. Jay Simon is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a wide range of financial planning and portfolio management services, utilizing internal research and tools, including artificial intelligence, to support client advice.

Kassandra Krason is a financial advisor with Ameriprise in Verona, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Merrill and involvement in the performing arts education sector. She has worked with Siri's School of the Performing Arts and The Performing Arts Academy with Darin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ralph Martin is a financial advisor with Ameriprise in Gibsonia, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that complements the work of its financial advisors.

Jason Roney is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2004, following a tenure at Axa Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party asset managers and advisory platforms.