Carly Seneca is a CFP® with eight years of industry experience, currently serving at Cambridge Investment Research Advisors since 2022. Her prior roles include positions at Pensionmark Securities, Harvest Financial, and BNY Mellon. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Matthew Mezmar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad brokerage and advisory platform.

Bryan Byrd is a financial advisor with LPL Financial and holds a Series 66 designation, bringing nine years of industry experience. He has worked at Lincoln Financial Securities Corporation and has been involved with Robert Morris University as a coach since 2018. Outside of advising, he coaches sports and fitness at Robert Morris University. 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 and access to third-party asset management, utilizing various portfolio strategies through a large network of investment adviser representatives.

Victoria Klacik is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel since 2019 and previously spent thirteen years at UPMC. Klacik serves as a board member for the Baldwin Manor Association, a local neighborhood park in Pittsburgh. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Jose Rizal Pangilinan is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Waddell & Reed and has been involved with Good Life Advisors, LLC since 2018. Pangilinan also participates in BNI Western Pennsylvania, a networking organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a wide range of investment strategies and operational tools.

Scott Maidman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with financial planning and portfolio management services, helping them pursue their objectives through both traditional guidance and discretionary management of personalized or defined investment strategies. Scott has been with Merrill since 2007 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Finance from Kent State University and a Master of Business Administration in Corporate Finance from Robert Morris University. Outside of work, Scott enjoys participating in adventure sports, football, golfing, ice hockey, and skiing. When not in the office or meeting with clients, he is often attending youth sporting events for his children.

Cole Chiappialle is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Telhio Credit Union. Outside of his advisory work, Chiappialle is also an author. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a broad network of investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Kelly Kennedy is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at OSAIC since 2025 and previously spent 15 years with Lincoln Financial Advisors. Outside of her advisory role, she co-authored the book "Mastering Your Financial Success" and hosts an after-school running program at her child's school. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of financial planning and investment services supported by model-based asset allocation, portfolio optimization tools, and a multi-advisor platform.

Garrett Temchulla is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and offering 12 years of industry experience. He has worked with Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he is the owner of a real estate and rentals business, GT Getaways, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a range of advisory models and partners with third-party asset managers to deliver tailored investment solutions.

Michael Kaczmarek is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Craig Peterson is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

James Ferrell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning tools and models to support client strategies.

Nicholas Feeney is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services for seven years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brandon Spayd is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and affiliated entities since 2023. Prior to his advisory roles, he was associated with the Naval Academy Athletic Association and the University of Alabama Birmingham. Outside of advisory work, he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Eric Nan is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment research.

William Scott is a Series 66-licensed financial advisor at Robert Baird & Co. with seven years of industry experience. Prior to joining Robert Baird in 2022, he worked at Hefren Tillotson and has held various roles including Treasurer of the Ellwood City Chamber of Commerce. The DDK Group, part of Robert Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic minority partnerships.

Louis D'Angelo is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has held roles including owner of D'Angelo Financial Services, LLC, and involvement with the American Cancer Society. He serves on the investment committee for the nonprofit Manchester Bidwell Corporation and is also an author. 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, and institutional organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Brent Heitzenroder is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, following six years at Hefren Tillotson. He 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 services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies along with tax management and direct indexing.

Owen Ross is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at DPR Construction, Allegheny Financial Group, R.L. Hill Management, Inc., and worked in education at Hopewell Area School District. Outside of finance, he has experience running a lawn care and landscaping business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors.

Mark Vuono is a Series 66-licensed financial advisor with Raymond James Financial in Pittsburgh, PA, bringing 12 years of industry experience. His career includes roles at Park Avenue Securities and a current position at D'Angelo Financial Services, where he assists with mutual fund due diligence and insurance opportunities. Outside of his financial work, he coaches high school and middle school wrestling teams at his alma mater. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with tools that include risk profiling and probability modeling.