Mark O'Leary is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is a 25% owner of Station Place LLC, which owns a mixed-use rental property in Beaver, Pennsylvania. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal services.

Zachary Ross is a financial advisor with LPL Financial who holds the Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Northwestern Mutual Wealth Management Company and affiliated entities from 2019 to 2022 and had an earlier role at Edward Jones. Before entering the financial industry, he spent eleven years at JetBlue Airways. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

Kevin Murray is a financial advisor with Equitable Advisors in Cranberry Township, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Antonia Podgorski is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she owns and cares for a horse entered in barrel racing competitions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Michael Dukovich is a financial advisor with LPL Financial in Aspinwall, PA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at City National Bank, RBC Capital Markets, Raymond James Financial Services, and operating Dukovich & Associates Financial Services Inc. He is also involved in several business activities related to wealth management and insurance under the LPL umbrella. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing a range of discretionary and non-discretionary management strategies supported by in-house research and third-party subadvisors.

Stacy Mchugh is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial, Cambridge Investment Research Advisors, and United Capital Financial Advisers. Stacy is also a commissioned notary public. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and specialized account programs, using a combination of internal research, manager selection, and advanced portfolio strategies.

Michael Gielarowski is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu using proprietary research and tools, with services tailored to clients meeting net-worth thresholds.

Donald Healy is a financial advisor with UBS Financial Services in Wexford, PA, holding a Series 63 designation and 42 years of industry experience. He has been with UBS since 1984. Outside of his advisory role, he is a partner in a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Landon Oddono is a financial advisor with LPL Financial based in Cranberry Township, PA. He holds a Series 66 designation and has six years of industry experience. His prior work history includes roles at Erie Golf Course, Penn Stater Hotel, Junior Achievement of Western Pa, and Sbarro. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Daniel DeCola is a Financial Consultant at Fidelity Investments, where he has worked since 2014 in various capacities, including Financial Representative, Investment Consultant, and currently as a Financial Consultant. His career in finance spans roles at Bank of America as an Operations Consultant and Merrill Lynch as a Valuations Analyst. Throughout his career, Daniel has focused on building long-term client relationships and guiding clients through wealth accumulation and protection. He emphasizes developing financial plans aimed at pursuing better futures for clients and their families. Outside of his professional work, Daniel has interests in baseball, golf, outdoor adventures, parenthood, and traveling.

Angela Foster is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including First Allied Securities and First Allied Advisory Services. Outside of her advisory role, she owns a 25% interest in gas and mineral rights through DL RESOURCES and serves as a secondary power of attorney for her elderly parents. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, incorporating both affiliated and third-party model strategies.

Alphonse Weber is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Hefren-Tillotson for 13 years before joining Raymond James & Associates in 2022. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services, combining public-finance capabilities with investment advisory offerings.

Keith Colonna Jr. is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, Colonna is involved with Big Woods Bucks, a hunting and fishing lifestyle brand where he creates related written and social media content. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Kent Clifton is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, following a period with Axa Advisors LLC. Outside of his advisory role, Clifton serves as a board member of the POISE Foundation and is a networking member of BNI of Western Pennsylvania. 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 uses a hybrid referral and implementation model, offering advisory and brokerage channels to implement client recommendations.

Conner Haberman is a financial professional with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Cambridge Investment Research Inc. since 2020 and was previously employed at Pemco. Outside of his advisory role, Haberman is also a licensed term life insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a variety of portfolio management strategies through a network of independent Financial Professionals and maintains both proprietary and third-party investment models.

Ronald Powell is a financial professional with 24 years of industry experience, currently with Cetera. He holds a Series 66 designation and has worked at firms including Greater Allegheny Financial Group and Securian Financial Services. Outside of his advisory role, he serves as an agent and broker at Greater Allegheny Insurance Agency Inc and is involved with tax and accounting activities at Stowe Tax Accounting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Alfred Todd III is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Thrivent and its related entities since 2002. Outside of his advisory role, he serves as a board member for Bethel Lutheran Church and as director of Al’s Bike Drive, a nonprofit that purchases bicycles to donate to the Marine’s Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive planning across various topics with options to combine planning and managed-account services under a consolidated billing structure.

Ronald Kims Jr. is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Thrivent Investment Management Inc. and THRIVENT FINANCIAL for Lutherans. He is also an independent insurance agent associated with Duncan Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary as well as third-party model strategies tailored to client objectives.

Gregory Simakas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently based in Sewickley, PA. Outside of his advisory role, he is the owner of an oil and gas investment company focused on wells in western Pennsylvania and serves on the board and investment and finance committees of La Roche University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Michael Manns is a Planning Consultant at Fidelity Investments, where he has been assisting clients since 2022. He specializes in preparing financial plans tailored to clients' family situations, preferences, and concerns. Michael emphasizes the importance of flexibility in financial planning to accommodate life events and changing market conditions. Prior to his current role, Michael worked as a Wealth Strategist at PNC Investments from 2021 to 2022 and as a Client Solutions Specialist at PNC Investments from 2018 to 2021. His professional experience spans various aspects of financial planning and client advisory services. Outside of his professional work, Michael has personal interests in fitness, movies, and theater.