Joshua Vanderhoof is a Series 66 licensed advisor with LPL Enterprise, where he has worked since 2025. He has one year of industry experience and previously worked for Aldi Inc for nine years before entering the financial services field. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He worked at Commonwealth Financial Network for 17 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing various financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Stephen Kimmel is a financial advisor with Raymond James & Associates in Beaver, PA. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including seven years at Merrill. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Shannon Fidler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Fidler worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. Fidler also serves as a board member of the Financial Planning Association’s Pittsburgh Chapter. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Marlin Thomas is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Jacqueline Scalise is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network, LPL Financial, Waddell & Reed, The Huntington Investment Company, and National Planning Corporation. Scalise is also involved with Duncan Financial Group in Pittsburgh as an investment representative. Cambridge Investment Research Advisors serves a diverse client base of both individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, supporting both discretionary and non-discretionary management with proprietary and third-party model strategies.

Jennifer Cepek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked with Communicycle Beaver County Inc and Trinity School for Ministry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm offers tailored, non-discretionary advice using analytical tools and supports both advisory programs and municipal finance work.

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® professional with five years of industry experience, currently affiliated with LPL Financial. His career includes roles at Hornor Townsend and Kent, LLC, Kades-Margolis, and Washington & Jefferson College. He is also a commissioned notary in the state of Pennsylvania. 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, employing both discretionary and non-discretionary strategies supported by proprietary research tools.

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.

Tracey Smith is a financial advisor at Ameriprise with 31 years of industry experience. She has been with Ameriprise since 2005 and holds the Series 63 and Series 66 registrations. Outside of her advisory role, she has involvement in a business focused on bill payment and protection services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a structured service that emphasizes dependable income and tax-aware withdrawal strategies.

William Riley is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Riley is a co-trustee of two trusts for his daughters and owns Riley Financial Strategies Group LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and services.

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 financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has previously worked at BNY Mellon, J.P. Morgan Securities, Northern Trust Securities, and Morgan Stanley Dw Inc. Mohiuddin serves as a board member for the American Heart Association and the Pittsburgh Ballet Theatre. Merrill, together with 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 a range of individual and institutional clients.

Micah Delo is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. He has worked with Cambridge since 2013 and previously with Equitable Advisors from 2007 to 2013. Outside of his advisory role, Delo serves as a trustee and treasurer for the First Presbyterian Church of Pittsburgh and is a board member of the Shannopin Country Club. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, custodians, third-party advisers, and proprietary model strategies.

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.

Michael Vojnik Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Zucker Investment Group and The Vanguard Group. Outside of advising, he is involved with Equity Accounting LLC, a tax preparation and accounting business. 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 and access to model portfolios, employing both discretionary and non-discretionary strategies.