Laura Capan is a financial advisor at Cetera with 12 years of industry experience. She has previously worked at Avantax Advisory Services and Avantax Insurance Agency, and she is associated with Ivana Liberatore, CPA, CFP & Associates, where she manages marketing and client relations. Capan holds Series 65 and Series 63 licenses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Jacqueline Scalise is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior work includes roles at Commonwealth Financial Network and LPL Financial. She is also involved with Duncan Financial Group in Pittsburgh under a DBA name. Cambridge Investment Research Advisors serves a broad mix of clients—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and strategies, including proprietary models and third-party solutions, with unique institutional features such as advisor transition loans and equity participation arrangements.

Beaux Delattre is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2011, including time at Axa Advisors prior to the firm's rebranding. He is also the owner of DeLattre Financial Services, a non-investment business in Canonsburg, PA. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Justin Baierl is a CFP®-designated financial advisor with five years of industry experience. He is currently with LPL Financial and also operates J Cubed Financial Advisory Group, Inc. Additionally, he is a licensed notary in Pennsylvania and holds a non-variable insurance license. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Barry Courson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Robert Hilf, and Waddell & Reed. Courson is also co-owner of No Status Quo, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Allen Williams Jr. is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding a Series 66 license and two years of industry experience. Prior to joining the firm, he spent eight years at S.E. Schultz Electric, Inc. Outside of his advisory role, he works as an assistant varsity wrestling coach for Chartiers Houston School District. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Tracey Smith is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2005. Outside of advising, she is involved with LFS Management, a business focused on bill payment and protection services. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, delivered through a centralized consulting team in partnership with client advisors.

William Riley is a financial advisor with Wells Fargo Advisors in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Riley is also the owner of Riley Financial Strategies Group LLC and serves as a trustee for associated family and employee benefit trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations for clients.

Douglas Schreck is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 17 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Huma Mohiuddin is a Series 66 credentialed financial advisor at Merrill with 11 years of industry experience. She worked at BNY Mellon for nine years before joining Merrill in 2024. Mohiuddin serves on the boards of the American Heart Association and the Pittsburgh Ballet Theatre. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services and investment solutions to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers a range of model-based and discretionary strategies supported by internal and third-party managers.

David Foster is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he supports clients by providing personalized financial advice, retirement planning, and ongoing performance tracking. He works closely with individuals and small business clients to help optimize their retirement plan benefits and develop strategies tailored to their financial goals. With over 17 years of experience at Merrill, Foster’s expertise includes divorce transition planning, family wealth management strategies, defined benefit and defined contribution plan consulting, portfolio management, and retirement income planning. He holds professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Foster earned a Bachelor’s degree in Information Technology and Business Communication from Robert Morris University. He resides in Upper St. Clair, Pennsylvania, with his two children, and enjoys attending their events as well as recreational activities such as boating, camping, fishing, football, golfing, hunting, and skiing.

Daniel Swiderski is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Harvest Financial Corporation for 36 years and has been involved with Fuhrer’s, Inc. since 1984. Outside of his advisory role, he operates Fuhrer’s Inc., which includes an insurance agency offering life, health, disability, long term care, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, financial planning, and retirement consulting, combining both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Robert O'Korn is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. Prior to joining LPL Financial, he spent over a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he is involved in managing a revocable living trust and has non-variable insurance activities. 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 advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research from multiple sources and advanced portfolio management options.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Brad Chiesa is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in assisting business owners and entrepreneurs with complex wealth management needs following significant liquidity events or business sales. His practice emphasizes exit planning and liquidity strategies, investment management, trust and estate planning, customized credit and lending solutions through Bank of America, philanthropy, and family wealth governance. Brad also offers expertise in supporting families facing medical disabilities, severe illness, or special needs. With over a decade of experience as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, Brad brings a broad perspective to financial advisory services, combining lending, cash management, and investment banking knowledge. He focuses on helping clients navigate the complexities of structuring sales, investing proceeds, wealth preservation, and legacy planning to align with long-term goals. Brad holds the Certified Exit Planning Advisor (CEPA) designation and earned a Bachelor of Science in Business Administration from the University of Pittsburgh. Brad is involved with The Challenge Program and lives in South Fayette with his family. Outside of work, he enjoys biking, cooking, football, golfing, music, and soccer.

Jason Fox is a Financial Consultant currently working at Fidelity Investments since 2024. He assists clients and their families in identifying, organizing, and prioritizing their financial goals. Jason's professional experience spans over a decade in the financial services industry, having held positions including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley and Edward Jones between 2015 and 2017, and Investment Services Partner at PNC Investments from 2013 to 2015. Throughout his career, Jason has developed expertise in financial consulting across multiple firms. Outside of his professional life, he engages in activities such as baseball, football, golf, family activities, parenthood, and volunteering.

Susan Delfine is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1982. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Crowley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2019 and previously at Fsc Securities Corp from 2016 to 2019. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of investment strategies including proprietary models under the Founders Gate Capital brand.