Adam Rekasie is a financial advisor with Cetera based in Canonsburg, PA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Cetera in 2023, he worked at Citizens Securities, Inc. from 2016 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Derek Brown is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

Lisa Fera is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2001. Her prior experience includes roles at Rockwell Forest Products, Inc. and Newlin Investment Company. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Hayden Pascoe is a Series 66 licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, Pascoe is involved with Health Benefits Group, where he sells Medicare advantage and supplement plans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various third-party asset managers, integrating advisory programs with insurance product sales and lending services.

John Quinlan is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2017, following two years as a full-time student. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Nicholas Bailey is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for six years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and programs. The firm operates a hybrid referral and implementation model that integrates advisory and brokerage channels to deliver tailored investment solutions.

Stephen Wolff is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citizens Securities, Inc. for 10 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with SAE Wealth Management LLC, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Domenic Mangieri is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ian Mayhaus is a financial advisor with Edward Jones in Pittsburgh, PA, holding CFP®, ChFC®, and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2006. 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 and offers a range of discretionary and non-discretionary advisory strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

Alec Lacinski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and the University of Pittsburgh. 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 an ESG eligibility framework in its recommendations.

Steven Russo is a financial advisor with LPL Financial in McMurray, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked for Royal Alliance Associates, Inc. for 16 years before joining LPL Financial in 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, incorporating strategies supported by LPL Research and third-party subadvisors.

Christa Lehmeier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Minor is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at UBS from 2012 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Zalewski is a financial advisor with Merrill in Upper Saint Clair, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment platform with Bank of America’s broader services, including lending and custody, and employs various taxable and tax-aware strategies implemented by affiliated managers.

Nathan Woods is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Lincoln Financial Securities Corporation for ten years. Outside of his advisory role, Woods is the owner of an insurance agency, Jefferson Financial Group LLC, based in Bethel Park, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Douglas Raible is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Nationwide Securities LLC and New York Life Insurance Company. Raible is also involved in consulting services as an owner of Pittsburgh Investor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Timothy Bywalski is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63 and Series 66 credentials. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Hannah Snyder is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked as a senior producer at Hearst Television and as the owner, producer, and director of Rose Gold Pictures, an independent documentary film company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment programs and third‑party managers.

Brian Paluso is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and previously worked at FSC Securities Corporation, Chartwell Investment Partners, Chartwell TSC Securities Corp., and TriState Capital Bank. In addition to his advisory role, he operates a business called Nursing Your Nest Egg. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various investment strategies.

Jacob Danner is a financial advisor at LPL Financial with Series 66 credentials and four years of industry experience. He has previously worked at Cetera and has maintained a role at James Eisnor since 2021. Outside of advisory services, he is involved with Benchmark Wealth Management, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.