Adam Goetz is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services, Inc. since 2000. Outside of advisory services, he is also involved in sales of life and fixed annuities. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs, including wrap accounts and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved tools to analyze client goals.

Robert Kanters is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Elliot Coffey is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory role, Coffey serves as a radio host and on-air panelist for Baylor University football broadcasts. Fisher Investments provides discretionary portfolio management services to institutional and private clients worldwide, utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios. The firm offers sub-advisory and retirement plan services and manages a variety of separate accounts and pooled investment vehicles.

Theodore Lund is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He is also the owner of TKL Solutions Inc., a firm established for Primerica business purposes. Lund has worked with Primerica Advisors and Primerica Financial Services since the mid-1990s. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and third-party managers to provide diversified portfolio management solutions.

David Fink is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and over 38 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Osaic FA, Inc. from 2012 to 2015. Outside of his advisory role, he has served as a non-variable insurance agent focusing on long-term care, disability income, life, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various investment strategies and operational tools.

Anthony Marciano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including over 15 years at Cambridge and more than 20 years with Duncan Financial Group LLC. Outside of his advisory work, he serves as a commissioned pastor in Greensburg, PA. Cambridge Investment Research Advisors serves a diverse client base that includes individuals and institutions such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Colleen Tirpak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior roles include work with Waddell & Reed, Inc. and various insurance carriers, as well as operating The Hilf Tirpak Group LLC. 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 and third-party asset management, supported by technology tools for operational and research purposes.

Lindsey Wedner is a financial advisor at Equitable Advisors with 15 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Equitable Advisors since 2011, including time at its predecessor Axa Advisors. Outside of her advisory role, she consults to Coldwell Bankers Realtors helping them secure insurance and financial products. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

Joshua Charles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and more than 30 years of industry experience. He has been with Raymond James since 2005 and served on the board of an investment club since 2016. Outside of his advisory role, he owns Financial-360, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Gina Harbison is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Hefren Tillotson, Inc. and Morgan Stanley. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and a combination of manager-traded and model-traded strategies.

Daniel Morgano is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and PRUCO Securities, LLC. He has also worked in various capacities at Wildwood Country Club and Allegheny College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, trust custody services, and insurance products.

Jeffery Ward is a financial advisor with Edward Jones in Greensburg, PA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Snyder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 10 years of industry experience. Her prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to her advisory work, she acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm provides access to multiple platforms, unaffiliated third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Roy Anderson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Cambridge since 2012 and previously spent three years with LPL Financial. Outside of advisory work, he owns Roy Anderson Enterprises Inc. and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Peter Coughlin is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at MDT Advisers, Federated investment entities, BNY Mellon, and JPMorgan Chase Bank. He serves as a board member and treasurer for Red's Locker, a nonprofit organization that provides sports equipment to underprivileged areas in Pittsburgh. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence and ESG frameworks, with implementation support from affiliated investment-management entities.

Nicholas Song is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at CUSO Financial Services, CUNA Mutual Group, Mutual of America Securities, and TSC Bank. He operates under Clearview Wealth Management Group, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of investment options and operational tools.

John Davitt is a financial advisor with LPL Financial in Verona, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Citizens Securities and several other firms prior to joining LPL in 2020. Davitt is involved in Crowdcurring.com, a technology-related investment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Tina Giambanco is a CFP® with 27 years of industry experience, currently affiliated with Cetera in Pittsburgh, PA. Her prior experience includes roles at LPL Financial and M&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at PNC Investments, Stifel Nicolaus & Co., and Merrill. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

John Harshman is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Citizens Securities Inc. and Clarfeld Financial Advisors, LLC. Outside of his advisory work, he serves on the investment committee for Claysville Sportsman's Club and holds board and committee roles with the Pittsburgh Cultural Trust and the BISA membership committee, as well as assisting as a soccer coach. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.