Kenneth Raymond is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 27 years. Outside of his advisory role, he is involved in aviation sales and leasing through World Wide Aviation Services, LLC. 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 utilizes model-driven investment approaches and offers access to third-party asset managers alongside financial planning and consulting services.

Joseph Salamone is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 52 years of industry experience. His prior roles include extensive tenure at Cetera and Blue Vase Capital Management. Salamone is also co-owner of Benchmark Lease Group LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Samuel Whalen is an Investment Consultant currently working at Fidelity. He collaborates with clients to develop customized financial plans by understanding their values and goals, utilizing Fidelity's resources to support their financial future. Samuel has experience in financial services, having worked as an Investment Consultant at Charles Schwab from 2021 to 2024 and as a Personal Banker 2 at Wells Fargo from 2017 to 2021. Outside of his professional work, Samuel's personal interests include hiking, parenthood, running, and skiing.

Kurt Kharouf is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with RBC Capital Markets since 2015 and previously worked at Merrill from 2006 to 2015. Outside of his advisory role, he is actively involved in managing several rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Jerome Boring Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include work with various insurance carriers and Waddell & Reed, Inc. from 1995 to 2021, as well as managing his own practice for a brief period. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Susan Fritsch is a financial advisor with Merrill in Upper Saint Clair, PA, holding a Series 63 designation and 29 years of industry experience. She has been with Merrill since 1995. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with services that include trade execution, account administration, and custody support.

Donnell Scott is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, and Merrill. Scott serves on the board of The Mentoring Partnership of Southwest Pennsylvania, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver customized financial plans and portfolio management.

Kristyn O Meara is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2015. She works closely with clients to develop goals-based financial strategies that address their specific needs for income generation, growth, or a tailored blend of solutions. Kristyn focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Kristyn brings to her role an artistic background and years of experience in the service industry, which inform her approach to delivering personalized attention and sharing fresh ideas with clients. She holds a Bachelor's degree from Point Park University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, she is involved with the Washington Area Humane Society. Residing in Canonsburg, Pennsylvania, Kristyn lives with her husband, Bill, and their son and daughter.

Michael Watson is a financial advisor at Osaic with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, Citizens Securities, PNC Wealth Management, and Equitable Advisors. Outside of his advisory role, he serves as a document coordinator for a youth basketball nonprofit organization. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and retirement plan consulting.

Donald Angel is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. He holds Series 63 and 66 licenses and operates in Canonsburg, PA. Angel is involved with Cardiff, Provins & Angel Wealth Management, LLC, an affiliated business related to his LPL practice. 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. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Joann Schroeder is a financial advisor at RBC Capital Markets with seven years of industry experience. She has worked at RBC Capital Markets since 2017 and was previously with Morgan Stanley from 2009 to 2017. Joann holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jamie Roach is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent seven years at Hefren Tillotson, Inc. He holds the Series 66 designation. Jamie is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts, overlay management, tax management, and integrated advisory services supported by internal research and artificial intelligence tools.

Nicholas Curinga III is a financial advisor affiliated with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has previously worked at firms including Waddell & Reed, Cetera, and Citizens Securities. Outside of his LPL role, he manages independent investment advisory firms and is involved with multiple non-variable insurance activities. 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 financial planning and investment services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Morgan Miller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, Miller worked at DHL Supply Chain and SP Richards. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Kurelko II is a financial advisor at Morgan Stanley with a Series 66 designation and experience working across financial and healthcare sectors including UPMC and PNC. He joined Morgan Stanley in 2024 and has a diverse background spanning roles in consulting, retail, and healthcare before entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Robin Tucker is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, having previously worked at Cetera and Foresters Financial Services. Outside her advisory role, she manages operations at an equestrian boarding facility. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm focuses on model-based asset allocation and portfolio optimization and supports various investment programs, including advisor-managed strategies and third-party money manager options.

Derek Thomas is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Equitable Advisors, LLC. Outside of his advisory role, he is employed by Poach, Koury & Associates, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and third-party data to provide tailored recommendations.

Thomas Provins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. He serves as a board member on the Mount Lebanon Financial Advisory Board. 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, model portfolio programs, third-party asset management, and institutional platforms.

Andrea Trice Bird is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with Cetera and its affiliates since 2017, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside her advisory work, she is an independent beauty consultant for Mary Kay Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Makarios Dickos is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles in various fields including dining services and community involvement with the Greek Orthodox Metropolis of Pittsburgh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and the use of systematic methodologies and AI in portfolio management.