Lisa Krall is a CFP® professional with 21 years of industry experience. She is currently with Osaic and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of financial advising, she serves as president of The Moxie Women's Network, a public event series focused on business women featuring guest speakers. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization and is notable for its large scale and complex affiliate structure.

Geoffrey Alberstadt is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 65 and Series 66 designations. His prior experience includes roles at PNC Investments, PNC Bank, and eMoney Advisor. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Andrea Curtis is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Bank of America, N.A. for nine years before joining Wells Fargo Clearing in 2024. Curtis is involved in community service as a committee member for Animal Friends, a nonprofit companion animal resource center, and serves as treasurer and committee member for Girl’s Hope of Pittsburgh, a charitable organization supporting education for academically capable girls. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Geoffrey Ensby is a Series 66-licensed financial advisor with Edward Jones, based in Pittsburgh, PA, with three years of industry experience. Prior to joining Edward Jones, he worked at Fiserv and McKinsey & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Garrett Britton is a financial advisor at Ameriprise Financial Services, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at S&T Bank and Owens-Illinois. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies.

Mark Zonno is a financial advisor based in Pittsburgh, PA, affiliated with Cetera. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior work history includes roles at Dollar Bank, FSB, W&S Brokerage Services, Western & Southern Life, LPL Financial, Northwest Bank, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Nadeja is a financial advisor with Charles Schwab in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously spent 13 years at Scottrade, Inc. He serves as treasurer for the Scott Township Athletic Association. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to discretionary separately managed accounts and maintains a large client base supported by a centralized operational structure.

Heather Sellers is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. She worked at Merrill from 2000 to 2019, then at Lincoln Financial Securities for one year before rejoining Merrill in 2020. Outside of her advisory role, she serves as an executor for an estate in Pittsburgh, Pennsylvania. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Harvey is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. He began his advisory career at Cambridge Investment Research Inc. and currently serves as an Investment Advisor Representative at Duncan Financial Planning Advisors. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Joseph Dorrycott is a financial advisor with LPL Financial in Irwin, PA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Oppenheimer and Janney Montgomery Scott. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with a focus on both discretionary and non-discretionary strategies supported by research and operational technology.

Dana Klein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Hefren Tillotson for five years and Lincoln Investment for 17 years. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Timothy Swetoha is an investment advisory representative at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Investacorp, and Equity of America Financial Group, where he has also been involved in life insurance sales. Outside of his advisory work, he assists in tax preparation at Steven Oberst Tax Service. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of financial planning and investment management programs.

Greg Holzer is a Series 66-licensed financial advisor with LPL Financial, based in Greensburg, PA, and has six years of industry experience. Prior to joining LPL Financial in 2021, he worked at FSC Securities Corporation and Commercial Bank & Trust. Outside of his advisory work, he is involved with Stone Villa Wine Cellars, a business he has been associated with since 2018. 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 and access to model portfolios, and supports advisors with technology and operational tools.

Thomas Grogan is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at First National Bank of PA, Dollar Bank, Park Avenue Securities LLC, and Guardian Life Insurance Co. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management.

Nicholas Perini is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for six years. Outside of his advisory role, he is involved in personal cryptocurrency investing and holds an insurance license, which he may use to sell life insurance policies upon client request. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

Wayne Washowich is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors and Absolute Capital Management. Outside of his advisory role, he is involved in a business called Paint Parties and More and serves on the board of directors for Tube City Media. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Herrington is the principal and sole advisor at Herrington Investment Solutions in Pittsburgh, PA. He holds the CFA® designation and Series 66 license, with 25 years of industry experience. Prior to founding his firm in 2002, he spent a year at RBC Rochdale, LLC. Since 2008, he has also served as Head of Private and Public Equity at the West Virginia Investment Management Board, a role involving selection, monitoring, and due diligence of outside investment managers. Herrington Investment Solutions provides discretionary portfolio management and investment advisory services to a small client base of individual households, including both high-net-worth and non-high-net-worth clients. The firm operates with a one-advisor structure and emphasizes direct, hands-on management.