Jeffrey Mendola is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and involvement with the Mon Valley Regional Chamber of Commerce. He is also active as an insurance agent with Modern Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 supported by research and model portfolio options.

Stephen Gagne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with both non-discretionary and discretionary service options tailored to plan objectives and risk tolerances.

Daniel Bejster is a CFP® with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2024. Prior to this, he spent nine years at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Moyer is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Giant Eagle and has held roles at James Madison University, Hood College, and Governor Thomas Johnson High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Jessica Bilby is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding a Series 66 designation and totaling 10 years of industry experience. She worked at Janney Montgomery Scott for 10 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Nicholas Sandusky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and BNY Mellon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many institutional advisers.

Colin Tooey is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including New York Life Insurance Company and MML Investors Services. Outside of his advisory role, Colin serves as president of the BNI Networking Three Rivers Chapter. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes both affiliated and third-party managers.

Laura Capan is a financial advisor at Cetera with 12 years of industry experience. She has previously worked at Avantax Advisory Services and Avantax Insurance Agency, and she is associated with Ivana Liberatore, CPA, CFP & Associates, where she manages marketing and client relations. Capan holds Series 65 and Series 63 licenses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Beaux Delattre is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2011, including time at Axa Advisors prior to the firm's rebranding. He is also the owner of DeLattre Financial Services, a non-investment business in Canonsburg, PA. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Barry Courson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Robert Hilf, and Waddell & Reed. Courson is also co-owner of No Status Quo, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Allen Williams Jr. is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding a Series 66 license and two years of industry experience. Prior to joining the firm, he spent eight years at S.E. Schultz Electric, Inc. Outside of his advisory role, he works as an assistant varsity wrestling coach for Chartiers Houston School District. 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.

Tracey Smith is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2005. Outside of advising, she is involved with LFS Management, a business focused on bill payment and protection services. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, delivered through a centralized consulting team in partnership with client advisors.

Douglas Schreck is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 17 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Huma Mohiuddin is a Series 66 credentialed financial advisor at Merrill with 11 years of industry experience. She worked at BNY Mellon for nine years before joining Merrill in 2024. Mohiuddin serves on the boards of the American Heart Association and the Pittsburgh Ballet Theatre. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services and investment solutions to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers a range of model-based and discretionary strategies supported by internal and third-party managers.

David Foster is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he supports clients by providing personalized financial advice, retirement planning, and ongoing performance tracking. He works closely with individuals and small business clients to help optimize their retirement plan benefits and develop strategies tailored to their financial goals. With over 17 years of experience at Merrill, Foster’s expertise includes divorce transition planning, family wealth management strategies, defined benefit and defined contribution plan consulting, portfolio management, and retirement income planning. He holds professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Foster earned a Bachelor’s degree in Information Technology and Business Communication from Robert Morris University. He resides in Upper St. Clair, Pennsylvania, with his two children, and enjoys attending their events as well as recreational activities such as boating, camping, fishing, football, golfing, hunting, and skiing.

Daniel Swiderski is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.

Robert O'Korn is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. Prior to joining LPL Financial, he spent over a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he is involved in managing a revocable living trust and has non-variable insurance activities. 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. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research from multiple sources and advanced portfolio management options.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Brad Chiesa is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in assisting business owners and entrepreneurs with complex wealth management needs following significant liquidity events or business sales. His practice emphasizes exit planning and liquidity strategies, investment management, trust and estate planning, customized credit and lending solutions through Bank of America, philanthropy, and family wealth governance. Brad also offers expertise in supporting families facing medical disabilities, severe illness, or special needs. With over a decade of experience as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, Brad brings a broad perspective to financial advisory services, combining lending, cash management, and investment banking knowledge. He focuses on helping clients navigate the complexities of structuring sales, investing proceeds, wealth preservation, and legacy planning to align with long-term goals. Brad holds the Certified Exit Planning Advisor (CEPA) designation and earned a Bachelor of Science in Business Administration from the University of Pittsburgh. Brad is involved with The Challenge Program and lives in South Fayette with his family. Outside of work, he enjoys biking, cooking, football, golfing, music, and soccer.