Dana Dunn is a financial advisor at LPL Financial with 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years, along with roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory work, Dunn is involved with Creative One, focusing on non-variable insurance advisory activities. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a large national network of investment advisers. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, with access to both discretionary and non-discretionary management options supported by research and alternative strategies.

Michael Davis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. Prior to joining Cambridge in 2019, he worked at Raymond James Financial Services for eight years. Outside of finance, he is involved in the performing arts as a partner and teacher at The Academy of Dance Anatomy LLC and serves on the board of United Way of Mercer County. He also holds leadership roles in local community organizations, including as president of the Rotary Club of Mercer and treasurer of the Mercer Area Chamber of Commerce. 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 range of portfolio management approaches across multiple custody and platform arrangements.

Alexander Ferry is a Series 66 licensed financial advisor with Ameriprise in Greenville, PA, having one year of industry experience. His prior work includes roles in education and facilities management, as well as a position at Olive Garden. He also serves as an associate advisor to an Ameriprise franchisee’s practice through ACAG3 LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver customized, non-discretionary recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Matthew Shack is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The Wealth Advisory Group of Dilauro Wracher & Thomas and VOYA Financial Advisors. Outside of his advisory role, he is co-owner of Shack Holdings LLC, which acquires and sells land and property in the Raleigh, NC area. 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 uses tailored planning and analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Pintaric is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Sterne Agee Financial Services. Outside of advising, Pintaric is a professional automobile racing driver and holds a 10% ownership stake in Scoop Media, LLC, a web-based discussion board focused on Ohio State college football. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a comprehensive investment platform that includes automated portfolio management and access to third-party managers.

Matthew Mcewen is a financial advisor with LPL Financial in Greenville, PA, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at Cetera and Strategic Lifestyle Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party sources.

Brian Taylor is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2005. His career includes 15 years with Ameriprise Financial Services, Inc. and six years with Ameriprise. Outside of his advisory role, he owns and manages businesses related to office properties in New Wilmington, PA. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

David Stabile is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 65 designations and has 45 years of industry experience. Prior to joining Raymond James in 2020, he worked at Merrill Lynch for nine years and has been associated with FINRA since 2010. Outside of his advisory role, he serves as a director on the Sharon Sanitary Authority board. 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 its recommendations through advisory programs and other providers.

Emily Stark is a financial advisor with Edelman Financial Engines in Youngstown, OH. She holds a Series 65 designation and has been with Edelman Financial Engines since 2019, following four years at PNC Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation and managing approximately $326 billion for roughly 477,000 clients.

Zachary White is a financial advisor with Thrivent Investment Management in Youngstown, Ohio. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of finance, he has been involved with ATA Poland Martial Arts for over a decade. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and the option to combine planning with managed-account services under a consolidated billing system.

Zachary Henegan is a financial advisor with OSAIC based in Greenville, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Royal Alliance Associates since 2017 and operates Henegan Financial Services, a sole proprietorship focused on research and office administration. Prior to his financial services career, he worked for Pennsylvania State DCNR from 2013 to 2016. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed-account platforms. The firm employs asset-allocation tools and automated rebalancing and supports multiple investment vehicles managed on discretionary or non-discretionary bases.

Michael Sirianni is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Before joining LPL Financial in 2025, he worked for Stifel Independent Advisors, LLC for 11 years. 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 financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Daniel Henry is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. In addition to his advisory role, he works as an insurance agent selling life, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to both affiliated and third-party managers across multiple program structures.

Nicolas Wildman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Woodbury Financial Services and co-ownership of Wildman Family Insurance and Investment Planning, where he assists clients with Medicare and life insurance education. Outside of finance, he is involved with Belltower International, providing private security and risk assessment services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions and third-party managed account options. The firm employs asset-allocation tools and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Jeremy Evans is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Good Life Advisors, LLC and LPL Financial, LLC for a combined total of over a decade. 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 retirement-income planning advice based on extensive investment research and tax-aware withdrawal strategies.

James Carpenter III is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was affiliated with PNC Bank and PNC Investments from 2014 to 2017. He has served as a board member of the Steam Academy of Warren, where he participates in monthly meetings related to the school's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lewis Rosa III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been associated with Raymond James and the Ristvey Investment Group since 2011. Outside of his advisory role, he serves as a board member on the Finance and Investment Committee for Shenango Valley Catholic School System. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Trani is a financial advisor with Ameriprise in Sharon, PA, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016, including his current role starting in 2020, and is also involved with PGP LLC, where he assists with general office operations. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Donald Reed Jr. is a financial advisor with Cetera in Hermitage, PA, holding a Series 63 designation and 32 years of industry experience. He has been associated with Cetera since 2004 and operates Reed & Reed Associates, Inc., an accounting and income tax service, where he is a CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

David Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with LPL Financial since 2010. Wright has business interests including a separate entity, Invest Wright LLC, which is not investment-related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios and research from multiple sources.