Christopher Hutchinson is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of advisory work, he holds a majority ownership in HUTCHINSON GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Jeffrey Geibel is a financial advisor at Edward Jones in Butler, PA, holding CFP® and ChFC® designations with 17 years of industry experience. His prior roles include positions at Slippery Rock University and Woodmen Of The World Life Insurance Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with approximately 23,701 advisors and manages over $1 trillion in assets.

Martin Zimmel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He provides investment guidance to a select group of families, assisting them in making informed decisions to achieve their financial goals. Martin emphasizes building lasting relationships based on trust, integrity, and superior client service. His career in financial services spans over 15 years, including roles as Financial Consultant at Fidelity Investments from 2014 to 2019, Financial Specialist at PNC Investments from 2006 to 2014, and Financial Advisor at Morgan Stanley from 2005 to 2006. Outside of his professional work, Martin has interests in boating, cars, fishing, parenthood, traveling, and volunteering.

Robert Magee is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Cetera and its affiliate entities since 2013 and is the owner of Magee Investment Associates Inc. In addition to his advisory work, he serves as president and sole shareholder of Family Financial Physicians LLC and is an insurance agent selling life, health, disability, accident, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, providing a range of program options and custodial relationships.

Daniel Manjooran is a financial advisor with J.P. Morgan Securities based in Cranberry Township, PA. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to his current role, Manjooran worked at NYLIFE Securities LLC and New York Life Insurance Company from 2018 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Michael Carben is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and holds additional roles with AK Steel Cora and Applied Industrial Tech. Outside of his financial advisory work, he owns and operates Carben Services, a lawn care business in Cabot, Pennsylvania. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports advisory services through a large network of advisors across many offices.

Jason Pettner is a financial advisor with Raymond James & Associates holding the Series 66 designation. He has experience at several firms including CSM Advisors, LLC, C.S. McKee, LP, and Hefren-Tillotson, Inc. He also spent four years at Penn State University. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Michael Flickinger is a CFA® charterholder with two years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at BNY Mellon Wealth Management and BNY Mellon. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers various investment implementation options and maintains both proprietary and unaffiliated model strategies.

Douglas Richey is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Lincoln Financial Securities Corporation. Outside of his primary advisory role, he is involved with RD Marketing Group, a non-variable insurance business. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Stephen Lucas is a financial advisor with Cambridge Investment Research Advisors in Mars, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2016. Outside of his advisory role, he operates an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Melinda Roman is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Morgan Stanley since 2024, following six years at Merrill and nine years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources as part of its services.

Belynda Slaugenhaupt is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, she worked at Hefren Tillotson, Inc. for 26 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and other wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts, tax management, and model-traded SMAs, supported by internal research and artificial intelligence tools.

Timothy Seabolt is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Nathan Rodgers is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked with Cuna Brokerage Services, Inc. and CUNA Mutual Group for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Scott Elliott is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and 17 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory work, he serves as the treasurer for a private scholarship fund and owns a pet services business called Pup o'clock. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals using various portfolio management and model-based strategies.

Timothy Buggy is a CFP® professional with 39 years of experience in financial advising. He has worked at Equitable Advisors since 1999 and was also affiliated with Axa Advisors, LLC during that time. Outside of his advisory role, he is a partner at First Choice Advisors, LLC and serves as an independent agent for fixed insurance appointments. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joshua Nieman is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and in the coffee business through La Prima Espresso Company and Beans and Brews. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Erik Lenyk is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 23 years of industry experience. He has worked at Hefren-Tillotson, Inc. since 2004 and joined Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a broad range of services including financial planning, portfolio management, and brokerage services, supported by internal research and strategic partnerships.

Andrew Dobies is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Lord Abbett from 2013 to 2017. Based in Pittsburgh, PA, he is part of a large advisor network serving a broad client base. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.

Charles Correal is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Harvest Financial Corporation for seven years before joining LPL Financial. Outside of his advisory work, he serves as a club manager for the BURG Referral Group, a networking organization based in McMurray, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.