Jared Wegley is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trustmont Financial Group, PWR Planners, Highmark, and Fidelity National Financial. Outside of his advisory role, he is involved with Puzak Wegley Tax Services, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Angela Otero is a financial advisor at Edward Jones in Pittsburgh, PA, holding Series 66 and Series 63 licenses with eight years of industry experience. Her prior roles include positions at Bank of America (Merrill Lynch), JPMorgan Chase Bank, and Mariva Capital Markets. She has also worked in legal and academic settings earlier in her career. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craig Baum is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and also has a long history with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. Outside of his financial advising work, Baum is a freelance photographer and serves as a ski instructor at Hidden Valley Resort. He is also an executive board member of the Mon-Yough Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers these services through a network of independent Financial Professionals using a range of portfolio management approaches, including proprietary model strategies and access to unaffiliated strategists.

Gregory Phillips is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses, and has 30 years of industry experience. His prior work includes roles at Grove Point Investments, H. Beck, Inc., and his own financial aid services firm. He is also involved in tax preparation and accounting services. LPL Financial serves individuals, retirement plans, corporations, and charitable organizations through a broad network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services with a diversified investment approach supported by proprietary and third-party research.

Christopher Scoletti is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as immediate past president and board member of Catholic Charities of Pittsburgh. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Richard Kappel is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services since 2006, as well as at Cornerstone since 2004. Outside of his advisory work, he serves on the board of directors for the Tau Phi Delta Fraternity at Pennsylvania State University and leads the preschool division at Cornerstone Ministries. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

James McCrorey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He previously worked at Citizens Securities, Inc. for 17 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dante Docchio is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. He has previously worked at SSB Bank and completed an internship at Osaic Wealth/Service Wealth. Outside of financial advising, he is affiliated with McDowell's Inn. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Joseph Kloecker is a CFP® professional affiliated with Raymond James Financial in Pittsburgh, PA, with four years of industry experience. His prior work includes roles at JFS Wealth Advisors, DFA Securities, Wells Fargo Bank, and Ernst & Young LLP. He is also involved with Creative Financial Team, LLC, a non-investment-related advisory support business. 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 municipal and public finance work through a unique affiliation with a municipal advisor.

Daniel Mcelhinny is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera Investment Advisors LLC since 2019 and at Cetera Investment Services LLC since 2018, alongside a role at First National Bank of PA starting in 2015. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Cheryl Whitney is a CFP®-certified financial advisor with Ameriprise, based in New Stanton, PA, and has 43 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is president of Cheryl Carretta Whitney, Inc., a back office management consulting business, and holds oil and gas leases on property in Pennsylvania. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical for a large institutional firm.

Donald Fitch is a financial advisor at Merrill in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. He has been with Merrill and Bank of America since 2018. Prior to his current role, his background includes positions at Direct Sign Wholesale, Texas A&M, and Park University. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Eric Hernandez is a financial advisor at Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation. He joined the firm in 2025, following five years of employment with Starbucks Coffee Corporation and five years as a student. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individual clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Thomas Mathison is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked specifically with Morgan Stanley Private Bank since 2015. Mathison holds a Series 66 designation and serves as Treasurer for a local Toastmasters International club focused on public speaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs, including financial planning supported by proprietary tools and analyses.

Luke Jackson I is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he has experience working with Northwestern Mutual and has been involved in various entrepreneurial and service roles, including managing The Priory Hotel and operating GPC Landscaping. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with flexible investment solutions ranging from model portfolios to bespoke strategies, supported by a nationwide network of over 10,000 advisors.

Samuel Marsteller is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked in educational roles and various service positions. Outside of advising, he serves as a marching band instructor for the Baldwin Whitehall School District. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

Mark Smith is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Merrill and previously held positions at Morgan Stanley, PNC Investments, PNC Bank, and Jim Shorkey Auto Group. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Dudkowski is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. He serves as a board member of Community Health Challenge, providing guidance on financial matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Andrew Morrison is a Wealth Management Advisor with over 38 years of experience in the financial services industry. He has dedicated the past 28 years exclusively to serving the wealth management needs of individuals and families. His expertise encompasses investment management, retirement planning, education planning, insurance and estate planning, as well as residential and personal financing. Andrew holds a B.A. in Economics from Washington & Jefferson College and an MBA from the University of Pittsburgh. His professional designations include Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP), Certified Divorce Financial Analyst (CDFA), and Chartered Advisor in Philanthropy (CAP). He collaborates closely with legal and tax advisors to address the multifaceted needs of affluent clients, often assisting them through significant life transitions such as business sales, career changes, retirements, or inheritances. Residing in Allison Park, Pennsylvania, Andrew and his wife Karen have three children. He serves as Vice-Chair of the Board of Directors and Chair of the Development Committee for The Woodlands Foundation, an organization supporting children and adults with disabilities and chronic illnesses. Andrew's personal interests include golfing and supporting his family's activities.

Jacob Van Lenten is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Mariner Wealth Advisors and several other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.