Stephen Dristas is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His background includes roles at Energy Harbor, Wectec Staffing Services, and Rolls-Royce. Outside of advising, he is a partner and lead engineer at Seed Aquaponics, LLC, and works as a driver for Uber. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Timothy O’Brien is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 14 years of industry experience. His prior firms include Stratos Wealth Advisors, TD Ameritrade, and Federated Investors. Outside of advising, he serves as secretary of the Rotary International Cranberry Sunrise chapter and as treasurer for Pittsburgh Hires Veterans. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary portfolio strategies across multiple platforms.

Melinda Roman is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Morgan Stanley since 2024, following six years at Merrill and nine years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources as part of its services.

Belynda Slaugenhaupt is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, she worked at Hefren Tillotson, Inc. for 26 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and other wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts, tax management, and model-traded SMAs, supported by internal research and artificial intelligence tools.

Timothy Seabolt is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Eric Kondrit is a financial advisor with Osaic, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience and previously worked at Woodbury Financial Services, Inc. for 25 years. Kondrit also serves as an insurance agent with The Benefits Group, where he services life and health insurance policies. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Scott Elliott is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and 17 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory work, he serves as the treasurer for a private scholarship fund and owns a pet services business called Pup o'clock. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals using various portfolio management and model-based strategies.

Sean Barbour is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and currently owns a tax practice, Fox Chapel Tax Advisors. Barbour is also a member of the Northern Allegheny Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide range of program options and access to third-party money managers.

Timothy Buggy is a CFP® professional with 39 years of experience in financial advising. He has worked at Equitable Advisors since 1999 and was also affiliated with Axa Advisors, LLC during that time. Outside of his advisory role, he is a partner at First Choice Advisors, LLC and serves as an independent agent for fixed insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Russell Werme is a financial advisor at Raymond James & Associates with 13 years of industry experience and holds a Series 66 designation. He has been with Raymond James since 2016. Outside of his advisory role, he is the owner of Lucid Services, LLC, a business that bids on VA contracts. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary services.

Joshua Nieman is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and in the coffee business through La Prima Espresso Company and Beans and Brews. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Andrew Dobies is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Lord Abbett from 2013 to 2017. Based in Pittsburgh, PA, he is part of a large advisor network serving a broad client base. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.

Charles Correal is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Harvest Financial Corporation for seven years before joining LPL Financial. Outside of his advisory work, he serves as a club manager for the BURG Referral Group, a networking organization based in McMurray, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Prunier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He partners with clients to understand their families and preferences, helping them work toward their financial goals through personalized planning. Mr. Prunier has extensive experience within Fidelity Investments, having served in various roles since 2000. His prior positions include Vice President, Senior Account Executive; Branch Planning Consultant; Planning Consultant; Assigned Relationship Manager; Fixed Income Manager; and Investments Manager, among others. This progression reflects a broad expertise in financial services and client relationship management. No information regarding Mr. Prunier's education, credentials, personal interests, or community involvement was provided.

Jay Simon is a CFP® with 37 years of industry experience, currently working at Robert Baird & Co. since 2022. He previously spent over three decades at Hefren Tillotson, Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both internal research and external partnerships in their investment approach.

Kassandra Krason is a financial advisor with Ameriprise in Verona, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Merrill and involvement in the performing arts education sector. She has worked with Siri's School of the Performing Arts and The Performing Arts Academy with Darin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lori Brinker serves as a Senior Resident Director at Merrill, where she offers a comprehensive approach to wealth management that begins with understanding each client's individual needs and goals. She leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of her clients' financial lives across areas such as college education planning, family wealth management, legacy planning, retirement income, and more. Her professional expertise is supported by multiple designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lori holds a bachelor's degree from Grove City College and completed her high school education at Plum High School. Committed to the Merrill tradition of community involvement, Lori is actively engaged in volunteering with local organizations. Outside of her professional role, she enjoys activities such as biking, boating, hiking, reading, singing, spending time with her family, tennis, and yoga.

Ralph Martin is a financial advisor with Ameriprise in Gibsonia, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that complements the work of its financial advisors.

Randel Morris is a CFP® with 41 years of industry experience, currently affiliated with Raymond James & Associates since 2019. His prior experience includes roles at JJB Hilliard WL Lyons LLC and Hilliard Lyons, where he worked for approximately 20 years. Outside of advising, he has been involved in managing rental real estate through RGMO, LP. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains specialized capabilities in public finance and municipal work.

Jason Roney is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2004, including time at its predecessor, Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model combining advisory and brokerage/insurance channels.