Kevin Orsinger is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors and Walnut Street Securities. Outside of his advisory role, he is co-owner of business entities including ORSINGER IMPACT, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of strategies including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Matthew Bower is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked with Cetera and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank PA since 2009. Outside of his advisory work, he is involved in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across various program structures.

Joseph Henegan is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates since 2007 and FSC Securities Corporation prior to that. Outside of his advisory work, Henegan serves as a township auditor and treasurer for the Jamestown Area School District Foundation. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of investment programs and operates through a complex affiliate network with private-equity ownership.

Eugene Gabriel is a financial advisor with Ameriprise in New Castle, PA, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gabriel serves on the board of directors for Cray Family Youth Services, a nonprofit organization. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Sophia Schmidt is a financial advisor with Edward Jones in Hermitage, PA, holding a Series 66 designation and having four years of industry experience. She has worked at Edward Jones since 2018 and has prior experience at Slippery Rock University Honors College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexei Hartwick is a financial advisor at Raymond James Financial in Hermitage, PA, holding Series 66 and Series 63 licenses with one year of industry experience. He has been associated with Raymond James Financial since 2025 and previously worked at Ristvey Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports implementation through its advisory programs or other providers.

Chrystal Swope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. for nine years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm serves institutional clients with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Diane Gardner is a CFP® with 24 years of experience in the financial industry. She has been with LPL Financial since 2010. Gardner serves on the board of the Community Counseling Center of Mercer County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, supported by research and technology tools.

Craig Caldwell is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Caldwell is involved in the food and beverage industry as the owner of Smoke & Shine, a catering business specializing in smoked meats, and serves as CEO of a distillery in Slippery Rock, PA. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Krisuk is a financial advisor with Ameriprise in Pulaski, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner and vice president of Diamond Strategic Solutions, a business used for bill payment and payroll management. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joshua Schroder is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked for NursingABC, Inc. for eight years. Outside of advising, he is employed by 313 North Market Street, LLC, which is owned by the Ameriprise franchise owner he works with. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jon Denman is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dana Dunn is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years and held roles at Mass Mutual Investors Services and MSI Financial Services, Inc. Dunn is also involved in a non-variable insurance advisory business based in Overland Park, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to various investment strategies and platforms, including model portfolios and third-party asset management, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Robert Hoskin is a CFP®-certified financial advisor with Ameriprise in Grove City, PA, bringing 45 years of industry experience. He has been with Ameriprise since 2013 and serves as president of the Board of Directors for Pine Valley Bible Camp. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations primarily for individuals approaching or in retirement.

Michael Davis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. Prior to joining Cambridge in 2019, he worked at Raymond James Financial Services from 2010 to 2019. Outside of finance, he is involved in the performing arts as a partner and teacher at The Academy of Dance Anatomy LLC and serves on the board of the United Way of Mercer County. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Alexander Ferry is a Series 66 licensed financial advisor with Ameriprise in Greenville, PA, having one year of industry experience. His prior work includes roles in education and facilities management, as well as a position at Olive Garden. He also serves as an associate advisor to an Ameriprise franchisee’s practice through ACAG3 LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver customized, non-discretionary recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Matthew Shack is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The Wealth Advisory Group of Dilauro Wracher & Thomas and VOYA Financial Advisors. Outside of his advisory role, he is co-owner of Shack Holdings LLC, which acquires and sells land and property in the Raleigh, NC area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored planning and analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Mcewen is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Strategic Lifestyle Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with various model portfolios, third-party management, and operational tools, overseeing over $819 billion in discretionary assets.

Brian Taylor is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2005. His career includes 15 years with Ameriprise Financial Services, Inc. and six years with Ameriprise. Outside of his advisory role, he owns and manages businesses related to office properties in New Wilmington, PA. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

David Stabile is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 65 designations and has 45 years of industry experience. Prior to joining Raymond James in 2020, he worked at Merrill Lynch for nine years and has been associated with FINRA since 2010. Outside of his advisory role, he serves as a director on the Sharon Sanitary Authority board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.