Brandon Leeder is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019, with prior experience at FSC Securities Corporation and Dollar Bank. Outside of advising, he is employed as a bartender and host at Stone Villa Wine Cellars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Arnold Totter is a financial advisor with Primerica Advisors in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. His other business activities include part-time sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Jacob Hostetler is a financial advisor with LPL Financial based in Greensburg, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL, he worked at UPMC and has experience in broadcasting and education. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Snider is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at Robert Baird & Co., joining the firm in 2022 after 23 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as treasurer for Faith Evangelical Lutheran Church and is a board member and investment committee participant at Clelian Heights. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research to support its client advice.

John Powell Jr. is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Investments, Bank of America, Merrill, and Northwestern Mutual. Powell is a member of the C-Suite for Christ Speakers Bureau. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Michael Dubosky is a financial advisor with Stifel in Greensburg, PA, holding a Series 66 designation and two years of industry experience. He has been with Stifel Nicolaus since 2018 following four years at The Stereoshop. Outside of his advisory role, Dubosky owns a woodworking business, MVDWoodcraft, and serves as a trustee for the Westmoreland Fayette Council Boy Scouts of America Endowment and as a community board member for The Top Dog Therapy Team, a therapy dog organization. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward‑looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Anthony Slezak is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Sagepoint Financial and SecondHalf Coach Wealth Management. He is also a co-founder and board member of the nonprofit GO2GOAL. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with technology and diverse investment platforms.

Timothy Henry is a financial advisor with Ameriprise in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with local business organizations including the Latrobe Laurel Valley Chamber of Commerce and participates in professional groups such as the Financial Planning Association and the Estate Planning Council of Pittsburgh. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized advice, primarily serving clients with significant investable assets through a centralized consulting team.

Jason Hitchman is a financial advisor with Morgan Stanley in Greensburg, PA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Hefren-Tillotson, Inc. from 2011 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

Andrew Reese is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Penn State University and McDain Golf Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Casey Shultz is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in August 2022. He specializes in providing tailored wealth planning strategies for individuals and organizations, focusing on personal retirement planning, education planning, divorce transition planning, small business strategies, investment strategy, and tax minimization. Casey takes a personalized approach to financial planning, recognizing that each client's circumstances and objectives are unique. Before joining Merrill, Casey spent over 10 years in union roles, including positions as a railroader for CSX Transportation and as a transportation manager at US Steel Corporation. He also worked as a Banker for PNC Financial Services. His extensive experience contributes to his ability to assist clients in building, preserving, and growing their wealth. Casey holds a Bachelor's degree in Finance and an MBA, both from Excelsior College in Albany, NY. He has earned the Chartered Retirement Planning Counselor™ designation, the CERTIFIED FINANCIAL PLANNER (CFP) certification, and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. Outside of his professional work, Casey is involved with the Westmoreland Food Bank and the Westmoreland Symphony Orchestra. He enjoys baseball, bowling, cooking, football, golfing, music, and spending time with his family.

Kenneth Krotz is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1982. Outside of his advisory role, he is involved in insurance agency activities and operates a financial services business in Export, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Tammy Valero is a financial advisor at Thrivent Investment Management with one year of industry experience. Her prior roles include positions at New York Life Insurance Company and NYLife Securities LLC. Before entering the financial services industry, she spent over two decades working at Valero Century RV. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services while keeping them distinct.

Andrew Koma is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His work history includes roles at YTS Wealth Management, DBR & Co, Phantom Fireworks, Longue Vue Club, Pittsburgh Indoor Sports Arena, Seton Hill University, and Plum Borough School District. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephanie Bracken is a CFP® professional with two years of experience in financial advising at LPL Financial. Her prior work includes roles at Nordstrom and UPMC Magee Womens Research Institute. 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, model portfolio programs, and institutional platforms, supported by advanced research tools and a network of over 22,800 advisors.

Nathan Staib is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and YTS Wealth Management since 2024 and has prior experience in landscaping and education. Staib is also affiliated with the University of Pittsburgh and has held various roles in the education sector. 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, model portfolios, third-party asset management, and institutional platforms.

Susan Svazs is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024, with prior experience at Financial Solutions Group, Osaic Wealth, Schweitzer Engineering Labs, and the University of Idaho. Svazs is involved with Financial Solutions Group in a marketing and analysis role related to technology support and customer service. OSAIC serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of investment tools and manages portfolios across various asset classes, accommodating discretionary and non-discretionary accounts with client-imposed restrictions.

Michael Dowling is a financial advisor with Cetera who holds the Series 66 designation and has 24 years of industry experience. He has been with Cetera since 2014 and previously worked at Standard Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Victor Fiano is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Advisors since 2024. He has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2015. Outside of his advisory work, he holds ownership stakes in Highlands Wealth Management LLC and Victor M. Fiano Jr. LLC, both financial practices based in Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

Richard Miller is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Financial Specialists LLC for 19 years. He is also the owner of Richard L. Miller Income Tax Services, a tax preparation and accounting business he has operated since 1987. Additionally, he is a commissioned notary in Pennsylvania. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with account management provided primarily by investment adviser representatives utilizing a variety of strategies and third-party managers.