Mark Belschner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he owns MCB Financial, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products through a network of financial advisors.

John Tarquinio is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not offer individual security recommendations within its standalone planning services.

Ghada Osta is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at multiple financial institutions, including PNC, Bank of America/Merrill Lynch, and Al Hilal Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Jamie Patten is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 10 years before joining Osaic in 2025. Outside of his advisory role, Patten is an insurance agent offering various insurance products including health, disability, and fixed annuities, and he is a co-owner of a financial services LLC. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, and institutional entities through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kathleen Manickas is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Her prior roles include positions at Nellcom Technologies LLC and Cottrill, Arbutina & Associates. Outside of her advisory work, she is a parish council member of Kimisis Tis Theotokou Greek Orthodox Church. Raymond James & Associates 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Heath Kaydo is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Kaydo serves as a board member for Al's Bike Drive, a nonprofit that raises funds to donate bicycles to the Marine's Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and enables clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

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.

Bryan Gratton is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including over a decade with Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also involved in insurance and advisory services through his role as owner of Gratton & Kerr Financial Group LLC and serves as a sales agent with The Kerr Agency Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including money-manager services and educational seminars.

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.

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.