Gregory Furer is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Kaplan, Inc., and Beratung Partners, Inc., as well as service on the board of Poly Smith Inc. He is involved in leadership development and has held board memberships with nonprofit organizations such as Bethesda Lutheran Services. 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 portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Margaret Everly is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at 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 variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Jeanette Fay is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 63 license and with 35 years of industry experience. She has previously worked at Citigroup Global Markets and Morgan Stanley Smith Barney and currently serves at Morgan Stanley Private Bank. Outside of her advisory role, she is president and director of FabricFreak.com, Inc., and serves as a director on the boards of Loom and JMF Design, both textile-related businesses. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to support customized financial strategies.

Richard Staszak is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in activities related to fixed insurance products, including life, disability, annuities, long-term care, variable universal life, and linked insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Scott Steiner is a financial advisor with LPL Financial based in Pittsburgh, PA. He holds a Series 65 designation and has two years of industry experience. Prior to joining LPL Financial, he was affiliated with Duquesne University and participated in volunteer income tax assistance programs. 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 portfolios, third-party asset management, and institutional platforms.

Scott Fetsko is a Financial Consultant at Fidelity Investments, where he focuses on providing clients with a holistic approach to financial planning. He emphasizes effective communication to understand clients' financial and retirement goals and aims to offer guidance that helps them achieve peace of mind throughout the planning process. Scott has experience in the financial services industry, having held roles as a Financial Advisor at Edward Jones from 2019 to 2020 and as a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2023 before joining Fidelity Investments in 2023. Outside of his professional work, Scott engages in family activities, fitness, and parenthood.

Shelley Coneybeer is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at The Huntington Investment Company, Bank of America, Merrill, and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Lopresti is a financial advisor at OSAIC with 33 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Company. He is also a partner in Weiss Lopresti Capital Management and involved as an insurance agent offering fixed insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using a variety of tools and third-party platforms to construct diversified portfolios and offer both discretionary and non-discretionary account management.

Gary Krikorian is a financial advisor with OSAIC holding CFP®, Series 63, and Series 65 designations and has 37 years of industry experience. Prior to joining OSAIC, he worked for over 21 years at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Joseph Muscatello is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he has been involved in several business ventures, primarily inactive, including ownership of companies serving the utility and metal processing industries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Charles Previs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked for Waddell & Reed and various insurance carriers for 38 years before joining LPL in 2021. Outside of his advisory work, he is involved with Associates of Clifton Park, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gregory Molchen is a financial advisor with Raymond James & Associates in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at TriState Capital Bank, Chartwell TSC Securities Corp., and Northwestern Mutual. He is involved in local government as a member of the Bell Acres Borough Council and Planning Commission. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services through a variety of portfolio management strategies, emphasizing non-discretionary client relationships.

Erika Ulrich is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she worked for CDS Administrators, Inc. for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional 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.

Richard Tidball is a CFP® with 39 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Sagepoint Financial, Inc. and T & D Advisors Incorporated. Tidball also refers clients to attorneys specializing in estate planning and eldercare. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, utilizing various tools and third-party resources to construct and manage portfolios tailored to clients’ needs.

Jonathan Vernacchio is a Series 66-licensed financial advisor with LPL Financial, based in McMurray, PA, and has nine years of experience in the industry. His prior roles include positions at PNC Investments and PNC Bank. Outside of his advisory work, he is the owner of The Discount Closet LLC, a non-investment-related 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 model portfolio programs, supported by a large network of investment adviser representatives.

Maximilian Burton is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, returning after an earlier tenure in 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party data to guide its investment strategies.

Jason Kollar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 25 years of experience at Merrill, all as a Financial Advisor, and focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Jason's expertise includes executive compensation, family wealth management strategies, personal retirement planning, divorce transition planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree from Geneva College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason has been recognized on the Forbes Best-in-State Wealth Advisors list for 2022. Born and raised in Bentleyville, Pennsylvania, Jason is married with three children. He holds a pilot's license and enjoys golfing, hunting, fishing, and gardening. He lives on a 40-acre farm where he spends most of his time with family.

Mackenzie Powell is a financial advisor at Ameriprise with a Series 66 designation and has been in the industry since 2023. Prior to joining Ameriprise, Powell held various roles including positions at Westminster College and New Wilmington Nutrition. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Dragan is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities, Inc. and Central Office Products (DBA Wireless Zone). Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Steven Kantz is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Cetera Advisors LLC, Private Advisor Group, LLC, and LPL Financial. In addition to his advisory work, he is licensed to sell life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.