Iesha Thomas is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dollar Bank, Citizens Securities, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to various model portfolios and program options.

Joseph Headlee Jr. is a financial advisor with Edward Jones in Washington, PA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he owns rental properties and holds gas royalties in Waynesburg, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and maintaining an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Susan Reasinger is a financial advisor with Merrill in Upper Saint Clair, PA, holding Series 63 and Series 65 credentials and with 32 years of industry experience. She has been with Merrill since 2010. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandria Jackson is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including BNY Mellon Securities and Mellon Capital. She also serves as a financial advisor at DSF Wealth Management Group, a financial planning firm. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Shaun Sweeney is a CFP® professional with 12 years of industry experience, currently serving at Cetera since 2019. His prior roles include positions at Foresters Advisory Services and Mutual of Omaha. Outside of finance, he is an author of an eBook sold on Amazon and a photographer who donates all proceeds from print sales to a local cancer center. Cetera Investment Advisers LLC is an SEC-registered firm offering a wide range of services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and access to multiple investment strategies through a multi-manager platform with both discretionary and non-discretionary account options.

Eric Mcmahon is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services Advisors, Inc. since 2009. Prior to this, he worked in insurance and has been involved with the Canon McMillan School District since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Alfred Vallano Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2022, following over three decades at Hefren-Tillotson, Inc. He serves as a board member and on the Investment/Finance Committee of Family House, a nonprofit organization. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, internal research, and ongoing monitoring to support its advisory approach.

Paige Myers is a financial advisor with Robert W. Baird & Co. based in Pittsburgh - South Hills, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at Totum Realty Advisors LLC and held various roles in hospitality and real estate-related positions. The DDK Group at Robert W. Baird & Co., where Myers is a team member, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing a mix of managed account strategies, tax management, and internal research capabilities.

Jayson Angus is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in financial planning and client advisory roles at Fidelity Investments since 2019, with previous positions including Planning Consultant and Financial Representative. His professional experience encompasses guiding clients through their financial planning needs by developing trusted relationships and employing a tailored approach. Jayson emphasizes ensuring clients feel confident in their financial plans to help them work toward achieving their goals. Outside of his professional life, Jayson has interests in fitness, social events with friends, golf, lake activities, and outdoor adventures.

Janine Hauck is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked at Hefren Tillotson, Inc. since 1999 before joining Robert Baird in 2022. Hauck participates in giving presentations for PALyme Resource Network. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and municipal advisory services.

Matthew Vanek is a financial advisor with LPL Financial in Carnegie, PA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he prepares a limited number of tax returns for friends and family and acts as a master broker for Medicare replacement products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Adam Check is a financial advisor with J.P. Morgan Securities holding Series 65 and Series 63 licenses and has four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and PNC Bank prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kerrie Morris is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cetera and Foresters Financial Services. Outside of her advisory role, she is a senior instructor at Moke's Martial Arts and is actively involved in community organizations including the Cub Scouts and her local church, where she serves as secretary and treasurer. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and third-party money management solutions.

Karen Osborn is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her prior roles include positions at Grove Point Investments, Sentinel Financial Management, and Summit Advisors. Outside of her advisory work, she owns Inspired Interiors, LLC, a business she has operated since 2004. LPL Financial is a national investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio management strategies.

Richard Lewis is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at SagePoint Financial, Inc. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting with access to model portfolios and research from multiple sources.

Patrick Wiethorn is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has held positions at Morgan Stanley Private Bank, Bank of America, Merrill, and PNC over his career. Outside of his advisory work, he serves on the advisory board and finance committee for the Sisters of St. Joseph, a nonprofit organization focused on community and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside estate planning and corporate financial planning services.

Eric Martin is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2002 to 2020. Martin serves on the boards of the Lake Colony Homeowners Association and Caring for Kids - The Carrie Martin Fund. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver customized recommendation reports through a centralized consulting team.

Allison Daube is a financial advisor with UBS Financial Services in Canonsburg, PA. She holds Series 63 and Series 66 licenses and has 14 years of industry experience, including over a decade with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kaitlyn Leap is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 registrations and four years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at PNC Investments and PNC Bank from 2015 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

Peter Gialames is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked with Cambridge Investment Research Advisors and has been involved with his own firm, Peter Gialames Associates, Inc., since 1996. Outside of advisory roles, he is president and CEO of a third-party administrator and operates a payroll services business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support various investment strategies.