Vanna Snyder is a financial advisor at Merrill with a Series 66 designation and five years of experience at the firm. Prior to joining Merrill in 2021, she worked at Citizens Bank from 2009 to 2017. Merrill, along 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, and institutions.

Jessica Sidary Lepore is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank and PNC Investments from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Goodworth is a Wealth Management Advisor and managing partner of Craig-Goodworth & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Michael is focused on strengthening existing client relationships while cultivating new opportunities, and he applies strategic decisions informed by ongoing market developments to optimize client outcomes. With over two decades of experience, Michael provides a personalized approach to wealth management, prioritizing an understanding of clients' ambitions to tailor plans that support both short and long-term financial goals. He holds a Bachelor's Degree from Penn State University and maintains several FINRA registrations including Series 7, 31, 63, and 65. Additionally, he has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Michael spends time with his wife Heather and their four children. His personal interests include biking, gardening, and skiing.

Michael Wargo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2021 and has involvement in several community and nonprofit organizations, including Rotary International District 7300 and the Ohio State Alumni Association. Outside of advising, he also works with Sound Advice Entertainment. 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 financial planning, advisory, and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies to manage over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Hunter Anderson is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at First National Bank of Pennsylvania and Aldi USA. Outside of advising, he was involved with Pennsylvania State University’s Residence Life and Smeal School of Business Career Center. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and programs.

Dylan Dluhos is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at AXA Advisors, Key Investment Services, KeyBank, and PNC Bank. Dluhos has been with Equitable Advisors since 2013, with a brief break between 2018 and 2019. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing various third-party advisory models and proprietary investment options.

Michael Carretta is a CFP® professional with over 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 26 years. Outside of his advisory role, Carretta serves on the Board of Directors for the Clear Thoughts Foundation, teaches retirement planning courses part-time at Robert Morris University, and provides pro bono financial guidance through the CFP Board Wings for Widows program. Ameriprise is an institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic automation to support tailored retirement income recommendations.

Shannon Sharrer is a financial advisor with Ameriprise in Jeannette, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Investment Professionals, Inc. and Ameriprise Financial Services, Inc. Outside of Ameriprise, she serves as Vice President and Financial Planner at S&T Bank. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Dale Austin is a financial advisor at Osaic with 21 years of industry experience. He previously worked at Woodbury Financial Services for 13 years and Equitable Advisors for four years. Outside of his advisory role, he serves as CEO of Service Wealth Management, a business assisting individuals and businesses with financial decisions involving various investment vehicles, insurance, and annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, with a focus on discretionary and advisor-managed strategies supported by proprietary and third-party models.

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 prior work includes positions at Energy Harbor, Wectec Staffing Services, and Rolls-Royce. Outside the financial industry, he is a partner and lead engineer at Seed Aquaponics, LLC, and also works as a driver for Uber. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports accounts through custodians like Pershing, focusing primarily on individual investors rather than institutional clients.

Eric Haley is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory work, he assists his spouse as Vice President of a short-term rental business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Timothy O’Brien is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Federated Investors and Stratos Wealth Advisors. Outside of advising, he serves as secretary for Rotary International – Cranberry Sunrise and is a treasurer and board member for Pittsburgh Hires Veterans. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Douglas Brown is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise, The Prudential Insurance Company of America, and New York Life. Brown serves on the board of directors for the YMCA of Greensburg. 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 written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Jenna Verbosky is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at UBS Financial Services since 2020 and previously spent 12 years at Ameriprise Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets solutions.

Elgeva Valentine is a financial advisor with Merrill in Monroeville, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at PNC Investments and PNC Bank. Outside of her advisory role, she is the sole owner of a residential property rented to family members. 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, and institutional investors.

Eric Kondrit is a CFP® with 36 years of experience in the financial services industry. He is currently with Osaic Wealth and has previously worked at Woodbury Financial Services, Inc for 25 years. He also serves as an insurance agent with The Benefits Group, where he provides servicing of life and health insurance policies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and provides access to multiple custodial arrangements and alternative investments.

Garrett Senchur is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes roles at Allegheny College and various other positions prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate 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.

Brian Sava is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights to support its advisory process.

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.

Tara Barker is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, with prior experience at PNC Investments and Bank of America. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.