Nathan Staib is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has been associated with LPL Financial and YTS Wealth Management since 2024. Prior to his advisory career, he has worked in education and landscaping. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Brian Duncan is a financial advisor with Cambridge Investment Research Advisors in Irwin, PA. He holds the CFP® designation and has 18 years of industry experience. His work history includes roles at Duncan Financial Planning Advisors, Wealth Preservation & Management, and Duncan Accounting & Tax. Outside of his advisory work, Duncan serves as Treasurer on the board of the Keystone Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of direct portfolio management and model-based solutions tailored to client objectives.

Taylor Marziotto is a financial advisor at LPL Enterprise with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he serves as an assistant junior varsity volleyball coach for Franklin Regional School District. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Nancy Conners is a Series 66-credentialed advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. She also holds a role at Duncan Financial Group, where she has been involved since 2010, including activities as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and employs both discretionary and non-discretionary strategies tailored to client objectives.

Lindsay Turchetta is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked with firms such as Waddell & Reed and has multiple roles in Slovak cultural and fraternal organizations, including the National Catholic Slovak Ladies Association and the National Slovak Society. Turchetta also operates her own business entities related to investment and financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Edward Opat is a CFP® professional with 43 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2012. He holds the Series 63 license and is based in Murrysville, PA. Outside of advisory services, he serves as secretary of a local condominium owners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of custody platforms, model strategies, and both discretionary and non-discretionary approaches.

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.

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.

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.

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.

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.

Ryan Sharrer is a financial advisor with Ameriprise who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Investment Professionals, Inc. and has been associated with S&T Bank since 1998, where he serves as Vice President and Financial Advisor. Outside of his advisory role, he is involved in independent insurance brokering and serves on the board of directors for a nonprofit organization in Pittsburgh. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Nicholas Frazetta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved in a podcast partnership through D2W Media LLC and provides tax preparation and insurance services through affiliated businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Ronald Geisler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Cetera and its affiliate firms since 2021 and spent 18 years at LPL Financial prior to that. Outside of his advisory work, he is also involved in fixed insurance sales, including life, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, using a multi-manager platform that includes affiliated and third-party managers across discretionary and non-discretionary program structures.

Robert Dicola is a ChFC® credentialed financial professional with 43 years of industry experience. He is currently with Cetera and operates VIP Financial Matters, LLC. Outside of finance, he is active as a musician. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers within various program structures.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and is involved in several related business activities, including ownership of SMC Wealth Management and administrative coordination of the Beta Study Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary management tailored to client objectives.

Kristen Hull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. Her prior experience includes eleven years at Lincoln Financial Advisors Corp. She is currently associated with Duncan Financial Planning Advisors as well. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment implementation options through proprietary and third-party strategies tailored to client objectives.

John Carson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 36 years of industry experience. He spent 34 years with Pruco Securities, LLC before joining LPL Enterprise in 2024. Outside of advisory work, he is involved in selling and servicing Medicare Advantage plans and provides insurance advisory services through Carson Financial Services. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, delivering investment advice through its network of investment adviser representatives.

James Ryan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 35 years and has operated James B. Ryan Insurance and Financial Services since 2012. Outside of advising, he serves as a high school basketball and baseball referee in Western Pennsylvania. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform that combines investment advice with other financial solutions.

Ashley Courtney is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. Courtney has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has been involved with Anthony Sciulli since 2014. Outside of advisory roles, Courtney is engaged in related businesses including health benefits and insurance services through entities such as Three Rivers Health Benefits, LLC and Health Benefits Group, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to managed portfolios, combining advisory programs with insurance and brokerage products through an integrated platform.