Christopher Moyer is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Giant Eagle and has held roles at James Madison University, Hood College, and Governor Thomas Johnson High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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 and provides both advisory and brokerage/insurance channels to implement client recommendations.

Katelynn Powell is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she gained experience in various roles including digital agency work and real estate, and she is co-owner of The OnCue Collective, a musical theater workshop business for children. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Donald Anthony is a financial advisor with Primerica Advisors in Renfrew, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to his advisory role, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure, providing a curated investment approach rather than institutional plan management.

Jessica Bilby is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding a Series 66 designation and totaling 10 years of industry experience. She worked at Janney Montgomery Scott for 10 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Nicholas Sandusky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and BNY Mellon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many institutional advisers.

Joshua Vanderhoof is a financial advisor with LPL Enterprise in Cranberry Township, PA. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked for Aldi Inc. for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with brokerage and insurance products.

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously spent 17 years at Commonwealth Financial Network before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Shannon Fidler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Fidler worked at Prudential Insurance Company of America and Pruco Securities, LLC. Fidler serves as a board member of the Financial Planning Association’s Pittsburgh Chapter. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales.

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.

Patrick Eastburn is a Series 66-licensed advisor at Robert Baird & Co. with one year of industry experience. His prior roles include positions at Hunter Associates, American Eagle Outfitters, and First National Bank Corporation. He is also involved with The Turn Club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines manager-traded and model-traded strategies, uses internal research and AI tools, and offers municipal advisory services.

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.

Jaime Croissant is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, Robert W. Baird & Company, and Hefren-Tillotson. Outside of finance, he teaches personal art lessons once a week. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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.

Wendy Nice is a financial advisor with Charles Schwab in Cranberry Township, PA, holding a Series 66 designation and seven years of industry experience. Her work history includes positions at TD Ameritrade, JP Morgan Securities, Merrill, Bank of America, and PNC Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervision and a formal alternative investments program.

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.

Micah Delo is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a trustee and treasurer at the First Presbyterian Church of Pittsburgh and is a board member of the Shannopin Country Club. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of investment strategies and platforms tailored to client objectives.