John Carson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. In addition to his advisory role, he provides services related to Medicare Advantage plans and property and casualty insurance through Carson Financial Services. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating insurance product sales and affiliated trust services.

Brooke Marzullo is a Series 66-registered advisor with Thrivent Investment Management, based in Pittsburgh, PA, with seven years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2018. Prior to her financial advisory career, she held roles in education with Loudoun County Public Schools and Franklin Regional School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics without discretionary trading authority.

John Schaefer is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at The Huntington National Bank and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Erik Olson is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently works with Raymond James Financial and has prior experience at Bank of New York Mellon. Outside of his advisory role, he is associated with Shorebridge Wealth Management as a registered representative and registered investment advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through unique affiliations.

Sandhya Bhavan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Bank of America, S&P Global, Goldman Sachs, and the Royal Bank of Canada. Merrill, together 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.

William Salem is a CFP® with 41 years of industry experience. He is currently an advisor at OSAIC, having joined in 2023, and previously worked for Sagepoint Financial, Inc. for 14 years and General American Life Insurance for over three decades. Outside of advising, he operates a tax preparation service as a sole proprietor. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, and is known for its large scale and complex affiliate structure.

Robert Cowan is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes long-term roles at Avantax entities and ongoing self-employment since 1976. He also owns and operates a tax preparation and accounting practice in Pittsburgh, PA. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Bruce Haldeman is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2025, he worked for Cadaret Grant & Co Inc. for 22 years and Veravest Investment Advisors, Inc. for 2 years. He is also the owner of Bruce R. Haldeman and Associates, a non-variable insurance business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ashley Dyer is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Dyer worked at Prudential Insurance Company of America and Pruco Securities, LLC, with over a decade of experience in financial services including insurance. Outside of advisory work, Dyer is involved in insurance and health benefits through business activities with Three Rivers Health Benefits, LLC and Health Benefits Group, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional clients. The firm’s investment approach is generally model-driven, utilizing model portfolios and third-party managers, and it offers a range of financial planning, consulting, and insurance product services through affiliated entities.

Conor Hutchison is a financial advisor at Edward Jones in Murrysville, PA, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at PSERS and McKnight Development Corporation, as well as work with The Pitt News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and provides advisory services under a fiduciary standard.

Kyle Baker is a Certified Financial Planner® with 25 years of industry experience, currently serving at Edward Jones since 2002. He holds the Series 66 designation and is based in Oakmont, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Laurie Harriger is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance alongside discretionary separately managed accounts, supported by in-house research and a centralized operational structure.

Wei Meng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior positions at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Arabella Sargent is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera Investment Advisors LLC, she has held roles at various organizations including Move Studio PGH and First National Bank. Outside of her financial advisory work, she has experience in the yoga and wellness industry, having been involved with Pure Power Yoga, Corepower Yoga, and North Loft Yoga. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting diverse program structures and custodial relationships.

Sullivan Conway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked primarily with Raymond James since 2017 and is also associated with Dukovich & Associates Financial Services Support in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

Laura Kuechler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. Since 2019, she has also served as a board member for Franklin Park Borough in Pittsburgh, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized groups such as its Estate Planning Strategies Group.

Thomas Drake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at SagePoint Financial, Inc. Drake serves as treasurer and board member of the Drake Family Foundation, a nonprofit organization. Osaic Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Susan Cruz is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America since 2018, following two years at Fifth Third Securities. Outside of her advisory role, she serves as an advisory board member for the Parkinson Foundation Western PA and holds board positions with Catholic Charities Diocese of Pittsburgh and the Catholic Foundation for Greater Pittsburgh. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional and charitable organizations.

Matthew Dukovich is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been associated with Raymond James in various capacities since 2015 and also operates a streetwear business focused on buying and selling shoes and clothing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.