Christopher Hutchinson is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has previously worked at Wells Fargo Clearing, Ameriprise, and A. G. Edwards & Sons, Inc. He holds Series 63 and Series 65 licenses and is based in Cranberry Township, PA. Outside of his advisory role, he has ownership in HUTCHINSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Martin Zimmel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He provides investment guidance to a select group of families, assisting them in making informed decisions to achieve their financial goals. Martin emphasizes building lasting relationships based on trust, integrity, and superior client service. His career in financial services spans over 15 years, including roles as Financial Consultant at Fidelity Investments from 2014 to 2019, Financial Specialist at PNC Investments from 2006 to 2014, and Financial Advisor at Morgan Stanley from 2005 to 2006. Outside of his professional work, Martin has interests in boating, cars, fishing, parenthood, traveling, and volunteering.

Jamie Patten is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years and MSI Financial Services, Inc. for 5 years. Patten is also an insurance agent offering various fixed and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and offers a wide range of managed portfolio programs and third-party manager options.

Dara Ferchak is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been associated with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2000. Outside of advisory work, she owns Ferchak And Associates, an investment-related business, and works as a substitute teacher. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Joshua Mounce is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Raymond James Financial Services and Citizens Securities, among others. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and a network of thousands of financial professionals.

Kathleen Manickas is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Her prior roles include positions at Nellcom Technologies LLC and Cottrill, Arbutina & Associates. Outside of her advisory work, she is a parish council member of Kimisis Tis Theotokou Greek Orthodox Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Manjooran is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2020. Prior to that, he worked at NYLIFE Securities LLC and New York Life Insurance Company from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Carben is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and Primerica Financial Services since 2006, alongside roles at AK Steel Cora and Applied Industrial Tech. Outside of his advisory role, he owns and operates Carben Services, a lawn care business in Cabot, Pennsylvania. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

James Alderson is a Series 66 credentialed financial advisor with seven years of industry experience. He currently works at Robert Baird & Co., where he has been since 2022, and previously spent five years at Hefren Tillotson. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies with ongoing oversight from home-office investment professionals.

Heath Kaydo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Kaydo serves as a board member for Al’s Bike Drive, a nonprofit organization that donates bicycles to the Marine’s Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jason Pettner is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. He previously worked for CSM Advisors, LLC and C.S. McKee, LP for eight years combined, as well as Hefren-Tillotson, Inc. He attended Penn State University for four years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Sarvey Canella is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include extensive tenures at Securities America Advisors and Next Financial Group. He is president of Canella Insurance Agency, Inc., where he oversees sales and service of fixed insurance products, and teaches financial education courses at a local community college. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, and is noted for its scale, recent consolidation efforts, and complex affiliate network.

Michael Flickinger is a CFA® charterholder with three years of industry experience. He currently works at Cambridge Investment Research Advisors and has previously held roles at BNY Mellon Wealth Management and BNY Mellon. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Bryan Gratton is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including over a decade with Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also involved in insurance and advisory services through his role as owner of Gratton & Kerr Financial Group LLC and serves as a sales agent with The Kerr Agency Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including money-manager services and educational seminars.

Douglas Richey is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Lincoln Financial Securities Corporation for 12 years and Summit Investment Advisors for 9 years. Outside of advisory work, he is involved with RD Marketing Group, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and institutions.

Stephen Lucas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has worked with Cambridge since 2016 and previously was employed at StoneX Advisors Inc., Wrp Investments, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he operates as an independent insurance agent through Stephen Lucas & Associates. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals, employing various platforms and proprietary model strategies.

Bernard Heigl III is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including The Huntington Investment Company, JPMorgan Chase Bank, and PNC Wealth Management. Outside of his advisory role, he is the owner of an LLC related to rental property management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Stephen Dristas is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior work includes positions at Energy Harbor, Wectec Staffing Services, and Rolls-Royce. Outside the financial industry, he is a partner and lead engineer at Seed Aquaponics, LLC, and also works as a driver for Uber. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports accounts through custodians like Pershing, focusing primarily on individual investors rather than institutional clients.

Timothy O’Brien is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Federated Investors and Stratos Wealth Advisors. Outside of advising, he serves as secretary for Rotary International – Cranberry Sunrise and is a treasurer and board member for Pittsburgh Hires Veterans. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Melinda Roman is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Morgan Stanley since 2024, following six years at Merrill and nine years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources as part of its services.