Thomas Eaglehouse is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked with several firms, including FOUNDATIONS INVESTMENT ADVISORS, llc, and Retirement Wealth Advisors. Outside of his advisory role, he is involved as an agent in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of strategies and custody platforms tailored to client objectives.

Stephanie Bracken is a CFP® professional with two years of experience in financial advising at LPL Financial. Her prior work includes roles at Nordstrom and UPMC Magee Womens Research Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 advanced research tools and a network of over 22,800 advisors.

Nathan Staib is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and YTS Wealth Management since 2024 and has prior experience in landscaping and education. Staib is also affiliated with the University of Pittsburgh and has held various roles in the education sector. 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.

Brian Duncan is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held roles at Duncan Financial Planning Advisors and Wealth Preservation & Management. Duncan serves as Treasurer and board member of the Keystone Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of investment strategies through independent financial professionals, combining proprietary and third-party models across multiple platforms.

Taylor Marziotto is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Taylor worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Taylor serves as an assistant junior varsity volleyball coach for Franklin Regional School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning and access to a range of asset managers and insurance products.

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 licenses and bringing 20 years of industry experience. She has additional experience through her involvement with the National Catholic Slovak Ladies Association and the National Slovak Society, as well as operating her own business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting advisors with a diverse set of investment strategies and operational tools.

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 with LPL Financial holding Series 63 and Series 65 credentials 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. He is also involved with Puzak Wegley Tax Services, which offers 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 through a large network of advisors. The firm provides a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized 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.

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 at LPL Financial with two years of industry experience. He previously worked at Mariner Wealth Advisors and held roles at several other firms and organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

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 who holds Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is involved with D2W Media LLC, a podcast partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research tools and a broad platform that integrates advisory and non-advisory financial services.

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 credentials and bringing 34 years of industry experience. His prior work includes roles at Smc Advisory Network, Medallion Financial Distributors, Cetera Advisors LLC, and Legacy Advisory Services. He is also involved in coordinating an annual study group meeting through the Beta Study Group in Irwin, PA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing both proprietary and third-party model strategies 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 with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. In addition to his advisory role, he provides services related to Medicare Advantage plans and property and casualty insurance through Carson Financial Services. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating insurance product sales and affiliated trust services.