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 Wealth, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years and MSI Financial Services, Inc. for 5 years. Patten is also an insurance agent offering various fixed and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and offers a wide range of managed portfolio programs and third-party manager options.

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 at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2020. Prior to that, he worked at NYLIFE Securities LLC and New York Life Insurance Company from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Carben is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and Primerica Financial Services since 2006, alongside roles at AK Steel Cora and Applied Industrial Tech. Outside of his advisory role, he owns and operates Carben Services, a lawn care business in Cabot, Pennsylvania. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

Heath Kaydo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He 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 organization that donates 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 planning that covers a wide range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jason Pettner is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. He previously worked for CSM Advisors, LLC and C.S. McKee, LP for eight years combined, as well as Hefren-Tillotson, Inc. He attended Penn State University for four years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Michael Flickinger is a CFA® charterholder with three years of industry experience. He currently works at Cambridge Investment Research Advisors and has previously held roles at BNY Mellon Wealth Management and BNY Mellon. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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, holding a Series 63 designation and 34 years of industry experience. He has worked with Cambridge since 2016 and previously was employed at StoneX Advisors Inc., Wrp Investments, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he operates as an independent insurance agent through Stephen Lucas & Associates. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals, employing various platforms and proprietary model strategies.

Bernard Heigl III is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including The Huntington Investment Company, JPMorgan Chase Bank, and PNC Wealth Management. Outside of his advisory role, he is the owner of an LLC related to rental property management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

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 over 31 years of experience in the financial industry. She has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 22 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, employing a mix of separately managed accounts, model strategies, and tax-management techniques.

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 in Sewickley, PA. He holds a Series 65 designation and has 17 years of industry experience, including four years at BPU Investment Management Inc. before joining Cambridge in 2013. Elliott is the owner of a pet services business called Pup o'clock and serves as treasurer for a local private scholarship fund. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with a variety of platform options and proprietary model strategies.

Timothy Buggy is a CFP® with 40 years of experience in the financial services industry. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. In addition to his advisory role, he is a partner at First Choice Advisors, LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of advisors, using a combination of firm-offered programs and third-party asset managers.

Bryan Gleghorn is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company and Merrill, as well as Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides a written Recommendation Report and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Russell Werme is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 14 years of industry experience. He previously worked at Merrill for three years before joining Raymond James, where he has been since 2016. Outside of his advisory role, Werme owns Lucid Services, LLC, a business that bids on VA contracts. 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 and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

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.