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.

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.

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.

Tyler Pakos is a financial advisor with Cetera in Latrobe, PA, holding a Series 66 designation and four years of industry experience. He also serves as a partner and owner of MNDFL Meal Prep, a business producing and delivering single-serve healthy meals. Pakos has been involved with Pakos Wealth Management, Inc. since 2022 and provides consulting services for Parquette, Shaffer & Associates CPAs, PC. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm offers a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing both discretionary and non-discretionary program structures.

Jessica Geary is a financial advisor with LPL Financial in Latrobe, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2019 and previously at SagePoint Financial. Geary is also a co-founder and board member of the nonprofit GO2GOAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

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.

Jared Gerger is a financial advisor with LPL Financial holding a Series 66 designation and recently beginning his industry career. His prior experience includes roles at Compass Financial Partners and RBC Capital Markets. Jared has also spent several years affiliated with Lake Forest College. 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 portfolios, third-party asset management, and institutional platforms.

Donald Fetsko Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held positions at Trustmont Financial Group and Citizens Securities. Outside of his advisory role, he serves as Marketing Director for a family-owned business, A&I Fire. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Michael Gordon is a financial advisor with Morgan Stanley in Greensburg, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Christopher Schmauch is a financial advisor with Wells Fargo Advisors in Greensburg, PA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he manages his own investment-related practices and serves as a trustee and power of attorney for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specified net-worth criteria. The firm integrates advisory services with various financial products and referral channels, providing clients with customizable planning solutions.

William Urbanik is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2019 and has prior experience with Sagepoint Financial and operates SecondHalf Coach Wealth Management. Urbanik is also a co-founder and board member of the nonprofit Go2Goal. 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, third-party asset management, and institutional platforms.

Kirk Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA. He holds the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. Perry has been with Thrivent Financial for Lutherans and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning from managed-account services, allowing clients to combine both under a consolidated billing option called “WealthPlan.”

Joan Wesley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes roles at Avantax Insurance Agency, Avantax Investment Services, and Metro Real Estate Services. She also serves as an independent insurance agent specializing in fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management services through a multi-manager platform that includes both discretionary and non-discretionary program options.

Aaron Bunting is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Larson Texts, Inc. and Gannon University. Outside of advising, he serves as a Contingent Trustee and works as an Independent Agent outside of fixed appointments. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Joseph Horency is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2021, previously spending 15 years at LPL Financial and 19 years with The Advisors LLC. Outside of his advisory role, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers and various program options.

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.

Christopher Pakos is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has served in various roles including president of Pakos Wealth Management, Inc., consultant at Parquette and Associates, CPAs, and owner of an accounting and tax preparation business. His background also includes extensive experience with Avantax and Cetera-affiliated firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supported by a large nationwide network of over 10,000 advisors.

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.

Mark Vulcan is a financial advisor with Ameriprise in Ligonier, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Ryan is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. In addition to his advisory work, Ryan serves as a high school basketball and baseball referee in Western Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and various insurance product services.