Robert Barmen is a financial advisor with Wells Fargo Clearing based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Dunmoyle Capital Advisors, UBS Financial Services, and several other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide its investment approach and offers both brokerage and advisory solutions across a large platform.

Brian Simon is a financial advisor at LPL Enterprise with 23 years of industry experience. He has held roles at Prudential Insurance Company of America since 2003 and at Pruco Securities, LLC from 2003 to 2024. He holds a Series 66 designation and is based in Pittsburgh, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and also offers affiliated trust custody, insurance sales, and collateralized lending programs.

Ryan Kramer is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Cardinal Management Group and The University of Alabama. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Joshua Staph is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at JP Morgan Chase Bank, JP Morgan Securities, and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies across multiple custody platforms with both proprietary and third-party investment models.

Kristine Gutkowski is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1984, including her current role at Bank of America since 2022. 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, pension plans, corporations, and charitable organizations.

John Pikras Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Citizens Securities, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jared Dykes is a financial professional with 16 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at notable firms including Avantax and LPL Financial. He is also involved with CEC Financial Group. Cetera Investment Advisers LLC serves individual and institutional clients through a large network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Richard Rose is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 51 years of industry experience. His prior roles include positions at Triad Advisors and Tower Square Securities. In addition to his advisory work, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment solutions through a large network of investment adviser representatives.

William Place is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. He previously worked at Kestra Investment Services, LLC for 13 years and has been associated with Jacobson Associates, Inc. for 16 years. Based in Pittsburgh, PA, he joined LPL Financial in 2024. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

James Wyman is a CFP®-certified financial advisor with 35 years of industry experience. He is affiliated with RBC Capital Markets and has worked at City National Bank since 2019. Outside of his advisory role, he serves as an expert witness and securities valuation consultant on a limited, non-business hours basis. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies. The firm offers various advisory programs that combine in-house and third-party managers, featuring discretionary portfolio management and options for tax management and responsible investing.

Mary Ann Ernette is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, Fifth Third Securities, Inc., Citizens Securities, Inc., and Uvest Financial Services Group, Inc. Since 2012, she has also been associated with the AVS Foundation and is involved with The Eamon Foundation as an outside employment activity. 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 and investment services, including model portfolios and third-party asset management, supported by extensive operational tools and a broad network of over 22,800 advisors.

Matthew Smallidge is a financial advisor with J.P. Morgan Securities in Monroeville, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Cincinnati Life Insurance Company, GBU Financial Life, Royal Alliance, and Citizens Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Michelle Kish is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping high-net-worth families and individuals develop customized, flexible wealth management strategies. Michelle's approach emphasizes personalized service and comprehensive planning that includes retirement planning, estate and insurance planning, education planning, and liability management. She collaborates with other professionals such as CPAs and attorneys to ensure alignment with clients' long-term goals. Michelle earned a Bachelor's Degree from the Pennsylvania State University System and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her experience and credentials support her analytical approach combined with empathy, enabling her to build trust with clients and address both financial and personal aspects affecting their wealth. Residing in her hometown of Murrysville, Pennsylvania, Michelle is active in her community, serving on the board of the Franklin Regional Athletic Association and participating with the Leukemia & Lymphoma Society. She enjoys spending time with her two children, Brody and Brooklyn, and her personal interests include skiing, attending sports events, reading, traveling, biking, boating, running, swimming, and watching movies.

Matthew Wirtz is a CFP® professional with 19 years of industry experience, all spent at Edward Jones since 2007. He holds a Series 66 license and is based in Irwin, PA. Outside of his advisory role, he owns an LLC focused on real estate investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Wegley is a financial advisor at LPL Financial with five years of industry experience. Prior to joining LPL in 2022, he worked at Trustmont Financial Group and Bayer US LLC. He also operates a tax preparation and accounting service under Puzak Wegley Tax Services. LPL Financial provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by research and technology tools.

Derek Brown is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

Lisa Fera is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2001. Her prior experience includes roles at Rockwell Forest Products, Inc. and Newlin Investment Company. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Hayden Pascoe is a financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he is involved in selling Medicare advantage and supplement plans through Health Benefits Group. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Michael Franklin is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. Prior to joining OSAIC, he spent 14 years at Sagepoint Financial, Inc., and has been president of Patrick Financial Co., Inc. since 1996, where he continues to manage fixed insurance with various carriers. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to offer portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Emily Jordheim is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked in the restaurant and hospitality sectors before joining Merrill. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.