Jamie Danna is a CFP® with 16 years of industry experience and is currently affiliated with LPL Financial since 2021. His prior roles include positions at Beratung Partners Inc, Sullivan & Danna LLC, Waddell & Reed Inc, and various insurance carriers. He serves on the board of the Veteran's Leadership Program, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Joseph Motisi is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2022, he worked at CUNA Mutual Group, CUNA Brokerage Services, Citizens Securities, Citizens Bank, and Huntington Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

John Daley is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also licensed as an insurance agent, selling traditional life, accident, health, and disability insurance, fixed and indexed annuities, and life settlements. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing firm-provided tools and multiple third-party platforms.

Jacob Schmidt is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. He also has experience working at Bethany College and Elizabeth Forward Highschool. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Mark Paschel is a Planning Consultant at Fidelity Investments, where he supports families in understanding their financial needs and goals while delivering dedicated service. He has been with Fidelity since 2023, initially serving as a Financial Representative, then as a Relationship Manager before assuming his current role in 2026. His experience at Fidelity Investments spans several positions, providing him with a comprehensive understanding of financial planning and client relationship management. Mark focuses on helping clients achieve their financial objectives through personalized strategies. Outside of work, Mark engages in activities such as spending time at the beach, participating in family activities, fitness, social events with friends, music, and traveling.

Matthew Blazewick is a Series 66 credentialed advisor with Robert W. Baird & Co. He has three years of industry experience, including prior roles at Hefren-Tillotson and work at the University of Pittsburgh and Connoquenessing Country Club. Baird’s DDK Group, where Blazewick is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and internal research support.

John Grence is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations to assist clients in modeling financial outcomes.

George Dukovich is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Raymond James Financial and its affiliates since 1999. Outside of advisory work, he owns and operates Dukovich & Associates Financial Services and provides tax services through Moneyline Tax Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports advisory programs with a focus on technology, cybersecurity, and municipal advisory services.

Allison O'Brien is a financial advisor with Robert Baird & Co. and holds the CFP® designation, along with Series 66 and Series 65 licenses. She has 18 years of industry experience, including roles at Hefren Tillotson Inc. and Robert Baird & Co. since 2022. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence, to support client advice.

Michael Kemper is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2015 and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options within an integrated advisory, brokerage, and custody platform.

Kelly Knight is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 2015, progressing through positions including Financial Representative I, Relationship Manager, and Financial Consultant I. Kelly works closely with her clients to understand their goals, preferences, and concerns to develop personalized financial plans. Her experience spans multiple roles within Fidelity, providing her with comprehensive knowledge of financial consulting and client relationship management. Kelly emphasizes partnership with clients to create plans that align with their priorities. Outside of her professional work, Kelly enjoys activities such as spending time at the beach, hiking, traveling, reading, and engaging in family activities. She also has an interest in pets.

Jordan Nance is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to his financial services career, he spent ten years in medical sales and has been involved with Friends of Murrysville Parks since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large retail advisor and branch network with approximately $1.01 trillion in assets under management.

Matthew Orman is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 1994. His outside business activities include ownership and management roles in entities related to his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kyle Klinek is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity since 2022, including Planning Consultant, Relationship Manager, Investment Solutions Representative II and I, and Customer Relationship Advocate. His experience spans client relationship management and investment solutions. Kyle holds an Arkansas Insurance License. He focuses on helping clients replace financial stress with clarity and confidence through education, personalized planning, and knowledge of financial markets. His approach emphasizes understanding clients' situations on a deeper level to add value to their lives. Outside of his professional work, Kyle enjoys fitness, attending social events with friends, visiting museums, music, outdoor adventures, and traveling.

Ryan Felice is an advisor at Fidelity Investments with Series 63 and 65 credentials and approximately one year of industry experience. His prior work history includes roles at Bill Few Associates, Inc., WesBanco, Inc., and various positions at The Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nicholas Streit is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at Facet Wealth, Zacks Investment Management, Avantax Investment Services, Morningstar Investment Services, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without implementation services. The firm emphasizes goal-based planning combined with managed-account options under a consolidated billing approach, focusing on ongoing reviews delivered through a network of financial advisors.

James Stager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, specializing in wealth management strategies and retirement planning. James works closely with high net worth individuals and business owners, focusing on helping them invest and preserve assets to achieve retirement and legacy goals. He holds a Bachelor of Arts degree in Economics with a minor in Anthropology from the College of William and Mary and earned an MBA with a concentration in strategic planning and finance from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. James has professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is active in his community and maintains involvement with his alma mater, serving on the College of William and Mary Reunion Committee. He is also engaged with several wildlife conservation organizations such as Ducks Unlimited and the Wild Sheep Foundation. In his personal time, he enjoys fishing, hunting, reading, traveling, and spending time with his family.

Jennefer Bartholomew is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Bank USA, UBS Financial Services, Bank of America N.A., and Merrill. Bartholomew serves as Secretary on the Board of Directors for Communities in Schools - Pittsburgh-Allegheny County and is Vice President of the Northland Public Library Foundation's Board of Directors. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, complemented by RBC’s capital markets capabilities.

Lacey York is a financial advisor at Stifel with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel since 2009. Outside of her advisory role, she serves as an endowment committee member for the Child Health Association of Sewickley, assisting with updating investment policy statements and evaluating endowment performance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Frank Ruscetti II is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He previously worked for Harvest Financial Corporation for 19 years before joining LPL Financial in 2023. Outside of his advisory role, he is a licensed notary in Pittsburgh, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced technologies.