Raphael Dick is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at LPL Financial since 2017 and previously at CCO Investment Services Corp from 2015 to 2017. 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 with various investment approaches, including model portfolios, third-party asset management, and customized strategies.

Kenneth Spencer is a financial advisor with Ameriprise in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns and manages Spencer Enterprise Group, a business related to his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Stephen Cooper is a financial advisor with LPL Financial in Canonsburg, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Private Advisor Group, Northwest Bank, Citizens Securities, WesBano Bank, and Brooks Brothers. Cooper also served in the United States Army for seven years and is a commissioned notary in Pennsylvania. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Jeffrey Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he facilitates budgeting classes for Financial Peace University at local churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment programs and employs a range of strategies through its large network of investment adviser representatives.

Daniel Fitzpatrick is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He has been with UBS Financial Services since 2016, currently based in Canonsburg, PA. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk profiles.

Jack Driscoll is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 40 years of industry experience. His career includes long-term roles at Sagepoint Financial and Travelers Insurance Company, as well as ownership of multiple financial and insurance-related businesses. He also operates a full-service accounting practice and provides income tax preparation through separate LLCs he owns. OSAIC serves a diverse client base including retail and institutional clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and recent consolidation activities.

Jeffrey Zora is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for a family estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of financial planning, investment advisory, and retirement plan consulting services, managing approximately $671 billion in assets through over 14,000 financial advisors.

Jennifer Makowski is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She focuses on helping clients develop financial plans that align with their unique values and preferences, aiming to build trusting relationships that support clients' financial goals. Her experience in the financial services industry includes previous positions as a Planning Consultant at Fidelity Investments, Wealth Counselor Coordinator at Waldron Wealth Management, Relationship Manager at BPU Investments, and Investment Consultant at Fidelity Investments. This diverse background has equipped her with expertise in financial planning and client relationship management. Outside of her professional work, Jennifer's personal interests include fitness, Pilates, traveling, and spending time with her pets.

Newlin Archinal is a CFP® with 18 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has previously worked at Commonwealth Financial Network, 4Rivers Wealth Management, and BPU Investment Management. Archinal was a co-owner and managing partner of 4Rivers Wealth Management, a private entity facilitating securities, advisory, and insurance business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and develops proprietary model strategies under the Founders Gate Capital brand.

Matthew Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC and H. Beck, Inc. Outside of advising, he maintains involvement in non-variable insurance and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services platform.

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 at Edward Jones with 26 years of industry experience, all with his current firm since 2000. He holds Series 63 and Series 66 designations. Outside of advising, he owns rental properties and holds a gas royalty interest in Waynesburg, Pennsylvania. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory and investment strategies through a large nationwide network of financial advisors.

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 credentials and has previously worked at BNY Mellon Securities Corp and Mellon Capital. Jackson also serves as a financial advisor at DSF Wealth Management Group, a financial planning firm. Cetera is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, featuring a multi-manager platform with access to both affiliated and third-party investment strategies.

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 with Robert Baird & Co. based in Pittsburgh - South Hills, PA, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He worked at Hefren Tillotson, Inc. for 28 years before joining Robert Baird & Co. in 2022. He serves as a board member on the Family House investment and finance committee. Robert Baird & Co. offers services through its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations with a range of financial planning and portfolio management solutions. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

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 previously worked for Hefren Tillotson, Inc. for 23 years before joining Robert Baird. Hauck also gives presentations for PALyme Resource Network. She is part of the DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct indexing.