Thomas Stroyne is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over two decades at Securities America Advisors, Inc. and Golden Strategies Financial Group, where he serves as president and sole proprietor. He is also an officer of a local homeowners association. OSAIC serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using a range of tools and third-party platforms to construct and manage diversified portfolios across multiple asset classes.

Kenneth Raymond is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is involved in aviation sales and leasing through World Wide Aviation Services, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by research, model portfolios, and third-party asset managers.

Linda Herman is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Her prior work includes positions at Kohl's and Tri Rivers Electric. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Salamone is a Series 63 licensed financial advisor with 52 years of industry experience. He is currently with LPL Financial, where he has worked since 2024, following over a decade at Cetera Advisor Networks and Cetera. He is a co-owner of Benchmark Lease Group LLC, a business unrelated to investments. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

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 at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2015. Outside of his advisory work, he is actively involved in managing multiple rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Kyle Kyper is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Kyper is the founder of the 412 Foundation, a charitable organization. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by multiple program structures and a variety of investment management options.

Jerome Boring Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Waddell & Reed, INC. and various insurance carriers. His career also includes a period operating under his own name from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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 with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. Outside of his advisory role, he serves as a document coordinator for the Peters Township Basketball Association, a nonprofit youth basketball organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Donald Angel is a CFP® with 25 years of industry experience and has been with LPL Financial since 2006. He holds Series 63 and Series 66 licenses and is based in Canonsburg, PA. Angel is involved with Cardiff, Provins & Angel Wealth Management, LLC, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

William Hecklick III is a financial advisor with Cetera who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Ameriprise and WesBanco Securities, and he currently owns several businesses, including Speer Street Financial and CPA To Fa LLC, through which he coaches CPAs and tax professionals transitioning into financial planning. Hecklick also manages The 412 Collection, an online collectibles business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. It offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with access to affiliated and third-party investment strategies.

Harry Beck III is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm’s integrated platform combines advisory programs with the sale of financial products such as insurance, utilizing model portfolios, third-party asset management, and discretionary account implementation.

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 Series 66-licensed financial advisor with over 11 years of industry experience. He has been with Robert Baird & Co. since 2022 and concurrently associated with Hefren-Tillotson, Inc. since 2015. Jamie is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts and tax-management techniques, supported by ongoing manager selection and internal research tools.

Matthew Moyer is a CFP® professional with 10 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Educo Advisor Group, Westmoreland Entrepreneurs, and Waddell & Reed Inc. Moyer is also involved with Wealth Coach Financial LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Nicholas Dolney is a financial advisor with Ameriprise in Harrison City, PA, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in retail and education sectors, including roles at Dick's Clothing and Sporting Goods, McDain Golf Center of Monroeville, and Penn-Trafford School District. Outside of his advisory work, he assists with tax return preparation for a family-owned business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Peter Diulus is a financial advisor at Cetera with over 41 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Cetera since 2021, as well as VOYA Financial Advisors and DSF Wealth Management Group in prior roles. Outside of advisory work, he coaches financial advisors on establishing credibility and techniques, and serves on the finance committee for St. Elizabeth Parish. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various investment program options.