Derek Thomas is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Equitable Advisors, LLC. Outside of his advisory role, he is employed by Poach, Koury & Associates, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and third-party data to provide tailored recommendations.

Michael Costa is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments LLC, Citizens Securities, Inc., KeyBank, and PNC Wealth Management. Costa is based in Bridgeville, PA. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leonard Ulish Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials. He has experience working at PNC Bank, National Association for ten years and has been with Raymond James and Wiemann Wealth since 2026. Leonard also completed a two-year program at The American College of Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and it supports clients through various advisory programs and a large network of affiliated firms.

Thomas Provins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. He serves as a board member on the Mount Lebanon Financial Advisory Board. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrea Trice Bird is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with Cetera and its affiliates since 2017, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside her advisory work, she is an independent beauty consultant for Mary Kay Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Christopher Pfanstiel is a financial advisor with Osaic Wealth Inc, holding the CFP®, ChFC®, and Series 66 designations and has 17 years of industry experience. He has previously worked with Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Northwestern Mutual in various wealth management and investment roles. Outside of his advisory work, he is the founder of Axias Wealth Advisors, an LLC providing insurance recommendations during financial planning, and participates in financial industry focus groups. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a large multi-advisor platform offering brokerage and advisory services. Its investment approach emphasizes model-based asset allocation and portfolio optimization with various managed strategies and third-party programs.

Charles Kreinbucher is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he held positions at McDonald's, ADP, and Walmart, and attended Bucknell University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.

Makarios Dickos is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles in various fields including dining services and community involvement with the Greek Orthodox Metropolis of Pittsburgh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and the use of systematic methodologies and AI in portfolio management.

Sean Lawrence is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson, Inc., Brian Patten & Associates, and Aflac. Sean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of portfolio management strategies, including separately managed accounts and tax-management tools, supported by internal research and ongoing manager monitoring.

Jeremy Smith is a financial advisor with Merrill in Bridgeville, PA. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and marketing and restaurant group positions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Timothy Swetoha is an investment advisory representative at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Investacorp, and Equity of America Financial Group, where he has also been involved in life insurance sales. Outside of his advisory work, he assists in tax preparation at Steven Oberst Tax Service. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of financial planning and investment management programs.

Timothy Matthew is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 24 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in insurance activities offering fixed annuities, life, health, and long-term care insurance, and manages a business entity for expense management. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supported by multiple proprietary and third-party tools and strategies.

Alexander Petrovich is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments and PNC Wealth Management. Petrovich leads the Innovative Wealth Team, LLC, an investment-related business focused on sales and marketing of securities, advisory, and insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based approach to asset allocation and portfolio management, supporting various strategies and third-party money manager programs.

Robert Kerber is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Hefren Tillotson, Inc. for 17 years before joining Baird in 2022. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management through various separately managed account programs, and utilizes internal research and technology such as artificial intelligence in client advice.

Matthew Sasala is a CFP® professional affiliated with Cetera, holding the Series 66 designation and bringing four years of industry experience. He has worked at Cetera and its affiliates since 2022 and previously held a position at EY from 2018 to 2020. Sasala also serves as a financial planning analyst at DSF Wealth Management Group, LLC. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a broad range of portfolio management and financial planning services with over 10,000 advisors and more than $256 billion in assets under management.