Robert Magee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Cetera and its affiliates since 2013 and owns Magee Investment Associates Inc. Additionally, Magee serves as president and sole shareholder of Family Financial Physicians LLC and works as an insurance agent offering life, health, disability, accident, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures with discretionary and non-discretionary management options.

Anthony Sciulli is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Sciulli is involved with Health Benefits Group and Three Rivers Health Benefits, LLC, which offer health insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

James Alderson is a Series 66 credentialed financial advisor with seven years of industry experience. He currently works at Robert Baird & Co., where he has been since 2022, and previously spent five years at Hefren Tillotson. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies with ongoing oversight from home-office investment professionals.

Jessica Sidary Lepore is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank and PNC Investments from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Goodworth is a Wealth Management Advisor and managing partner of Craig-Goodworth & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Michael is focused on strengthening existing client relationships while cultivating new opportunities, and he applies strategic decisions informed by ongoing market developments to optimize client outcomes. With over two decades of experience, Michael provides a personalized approach to wealth management, prioritizing an understanding of clients' ambitions to tailor plans that support both short and long-term financial goals. He holds a Bachelor's Degree from Penn State University and maintains several FINRA registrations including Series 7, 31, 63, and 65. Additionally, he has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Michael spends time with his wife Heather and their four children. His personal interests include biking, gardening, and skiing.

Michael Wargo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2021 and has involvement in several community and nonprofit organizations, including Rotary International District 7300 and the Ohio State Alumni Association. Outside of advising, he also works with Sound Advice Entertainment. 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, advisory, and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies to manage over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Michael Carretta is a CFP® professional with over 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 26 years. Outside of his advisory role, Carretta serves on the Board of Directors for the Clear Thoughts Foundation, teaches retirement planning courses part-time at Robert Morris University, and provides pro bono financial guidance through the CFP Board Wings for Widows program. Ameriprise is an institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic automation to support tailored retirement income recommendations.

Dale Austin is a financial advisor at Osaic with 21 years of industry experience. He previously worked at Woodbury Financial Services for 13 years and Equitable Advisors for four years. Outside of his advisory role, he serves as CEO of Service Wealth Management, a business assisting individuals and businesses with financial decisions involving various investment vehicles, insurance, and annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, with a focus on discretionary and advisor-managed strategies supported by proprietary and third-party models.

Timothy O’Brien is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Federated Investors and Stratos Wealth Advisors. Outside of advising, he serves as secretary for Rotary International – Cranberry Sunrise and is a treasurer and board member for Pittsburgh Hires Veterans. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Jenna Verbosky is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at UBS Financial Services since 2020 and previously spent 12 years at Ameriprise Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets solutions.

Elgeva Valentine is a financial advisor with Merrill in Monroeville, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at PNC Investments and PNC Bank. Outside of her advisory role, she is the sole owner of a residential property rented to family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Kondrit is a CFP® with 36 years of experience in the financial services industry. He is currently with Osaic Wealth and has previously worked at Woodbury Financial Services, Inc for 25 years. He also serves as an insurance agent with The Benefits Group, where he provides servicing of life and health insurance policies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and provides access to multiple custodial arrangements and alternative investments.

Garrett Senchur is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes roles at Allegheny College and various other positions prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Sean Barbour is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and currently owns a tax practice, Fox Chapel Tax Advisors. Barbour is also a member of the Northern Allegheny Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide range of program options and access to third-party money managers.

Tara Barker is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, with prior experience at PNC Investments and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Macwhinnie is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including 22 years at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he is also an agent involved in life insurance, health, group life, and group health insurance. MassMutual Investors Services, LLC 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 offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Melanie Arner is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance from 2013 to 2018, and concurrently at Donner-Farber & Associates, Inc. from 2013 to 2020. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies supported by research and technology tools.

Donald McDade is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 21 years and Veravest Investment Advisors, Inc. for eight years. McDade is also involved in fixed insurance product sales and runs his own financial planning and investment management practice under the name Mosaic Wealth Consulting. OSAIC serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process is model-based and emphasizes portfolio optimization, with access to multiple custodial arrangements, alternative investments, and a diverse set of managed programs.

Jennifer Yocca is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and DB Root & Co. She is based in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kassandra Krason is a financial advisor with Ameriprise in Verona, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Merrill and involvement in the performing arts education sector. She has worked with Siri's School of the Performing Arts and The Performing Arts Academy with Darin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.