Michael Watson is a financial advisor at Osaic with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, Citizens Securities, PNC Wealth Management, and Equitable Advisors. Outside of his advisory role, he serves as a document coordinator for a youth basketball nonprofit organization. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and retirement plan consulting.

Donald Angel is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. He holds Series 63 and 66 licenses and operates in Canonsburg, PA. Angel is involved with Cardiff, Provins & Angel Wealth Management, LLC, an affiliated business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

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 four years of industry experience. He previously worked at Prudential-related firms and has experience outside finance including work at Herrmans Ground Maintenance and the University of Pittsburgh at Johnstown. His current role involves providing advisory services through LPL Enterprise. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm uses model-driven investment implementation and provides access to third-party asset managers and a range of financial planning and consulting services.

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 financial advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent seven years at Hefren Tillotson, Inc. He holds the Series 66 designation. Jamie is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts, overlay management, tax management, and integrated advisory services supported by internal research and artificial intelligence tools.

Matthew Moyer is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. He has worked with firms including Educo Advisor Group, Jacob Cuthbert, and Waddell & Reed Inc. Outside of advising, he is involved in a business called Wealth Coach Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and various strategy options.

Nicholas Curinga III is a financial advisor affiliated with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has previously worked at firms including Waddell & Reed, Cetera, and Citizens Securities. Outside of his LPL role, he manages independent investment advisory firms and is involved with multiple non-variable insurance activities. 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 financial planning and investment services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

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 with Cetera, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has worked with firms including VOYA Financial Advisors and DSF Wealth Management Group, where he is a partial owner. He also contributes as a coach and co-author for training financial advisors and serves on the finance committee of St. Elizabeth Parish. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of advisors, using a multi-manager platform with discretionary and non-discretionary options.

Morgan Miller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, Miller worked at DHL Supply Chain and SP Richards. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colton Hearn is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research since 2019, as well as at Duncan Financial Planning Advisors since 2026. Outside of his advisory role, Hearn coaches financial education workshops. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of account platforms and proprietary model strategies.

Paul Kurelko II is a financial advisor at Morgan Stanley with a Series 66 designation and experience working across financial and healthcare sectors including UPMC and PNC. He joined Morgan Stanley in 2024 and has a diverse background spanning roles in consulting, retail, and healthcare before entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Robin Tucker is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, having previously worked at Cetera and Foresters Financial Services. Outside her advisory role, she manages operations at an equestrian boarding facility. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm focuses on model-based asset allocation and portfolio optimization and supports various investment programs, including advisor-managed strategies and third-party money manager options.

Michael Costa is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments LLC, Citizens Securities, Inc., KeyBank, and PNC Wealth Management. Costa is based in Bridgeville, PA. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Geoffrey Alberstadt is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 65 and Series 66 designations. His prior experience includes roles at PNC Investments, PNC Bank, and eMoney Advisor. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Garrett Britton is a financial advisor at Ameriprise Financial Services, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at S&T Bank and Owens-Illinois. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies.

Thomas Provins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. He serves as a board member on the Mount Lebanon Financial Advisory Board. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrea Trice Bird is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with Cetera and its affiliates since 2017, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside her advisory work, she is an independent beauty consultant for Mary Kay Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Charles Kreinbucher is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he held positions at McDonald's, ADP, and Walmart, and attended Bucknell University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.