Jared Wegley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Trustmont Financial Group, PWR Planners, Trustmont Advisory Group, Highmark, and Fidelity National Financial. Outside of advising, Jared is involved with Puzak Wegley Tax Services, which provides tax preparation and accounting services. 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 third-party asset management, supported by advanced technology and a large network of advisors.

Angela Otero is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including JPMorgan Chase Bank, Bank of America (Merrill Lynch), and Mariva Capital Markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Craig Baum is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2011 and has been involved with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. for multiple decades. Outside of his advisory work, he is a freelance photographer and serves as a seasonal ski instructor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Gregory Phillips is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 30 years of industry experience, including prior roles at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory work, he is involved in tax preparation and accounting as a CPA. 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, model portfolios, third-party asset management, and institutional platforms.

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 bringing 34 years of industry experience. He previously worked for Citizens Securities, Inc. for 17 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Megan Spear is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliate since 1998. In addition to her advisory role, she owns and operates MTMS Group, a financial advisory business based in Pittsburgh, PA. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing 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.

Dante Docchio is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds the Series 66 designation and began his career in the industry in 2026. Prior to his current role, he has work experience with SSB Bank and completed an internship at Osaic Wealth/Service Wealth. Outside of finance, he is involved with McDowell's Inn. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-based approach that incorporates third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Gilbert Davis is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Wells Fargo Advisors since 2022. Prior to that, he has been with Case, Sabatini & Co. since 2005, where he is a non-equity partner at a CPA firm, and worked at Hefren Tillotson, Inc. from 2005 to 2022. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

Richard Miller is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Financial Specialists LLC for 19 years. He is also the owner of Richard L. Miller Income Tax Services, a tax preparation and accounting business he has operated since 1987. Additionally, he is a commissioned notary in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with account management provided primarily by investment adviser representatives utilizing a variety of strategies and third-party managers.

Brendan Anderson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes positions at Westinghouse Electric Company, Miami University, and the Mt Lebanon School District. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and investment products.

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.

Katherine Egbert is a CFP® professional with 28 years of experience in financial services, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. She holds Series 63 and Series 66 licenses and is based in McKees Rocks, PA. Outside of her advisory role, she co-owns a retail business, Legacy Wine & Spirits, and manages several LLCs related to business expense management and consulting. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.