Donald Angel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Cambridge since 2012. Outside of advisory work, he serves as a volunteer member of the Deer Valley YMCA Camp Board of Management in an advisory capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through independent Financial Professionals using multiple custody and platform arrangements with a mix of discretionary and non-discretionary strategies.

Monica Garver is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2025. Her prior roles include positions at McKinley Carter Wealth Services, RTD Financial Advisors Inc, NRP Advisors, Inc., and PrimeSolutions Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Anthony Marciano is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and has also maintained a relationship with Duncan Financial Group LLC since 2003. Outside of his financial advisory work, he serves as a commissioned pastor in Greensburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, trusts, and estates. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing various portfolio management approaches including proprietary models and access to third-party strategists.

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.

Julie Snyder is a financial advisor with Cambridge Investment Research Advisors in Irwin, PA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Co from 2016 to 2019. She is also an independent insurance agent with Duncan Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and custodial platforms.

Roy Anderson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory role, he operates Roy Anderson Enterprises Inc. and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers a variety of financial planning and investment management services, utilizing proprietary and third-party strategies across multiple custody platforms.

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.

Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 13 years of industry experience. Before joining Cambridge in 2023, he worked at PNC Investments and Stifel Nicolaus & Co. He is also the owner of AGL Financial LLC, an entrepreneurial venture separate from his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Robert Myers is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 22 years. Outside of his advisory work, he owns mineral rights that generate royalties from gas wells and also operates as an independent insurance agent offering fixed insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction utilizing various investment vehicles and third-party money managers.

John Daller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 41 years of industry experience. His prior roles include positions at Trustmark Financial Group and Dollar Financial Service. He is also active as an independent insurance agent through several entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm supports independent Financial Professionals with a range of portfolio management options, model-based strategies, and access to both proprietary and third-party investment solutions.

Michael Nye is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he provides care and support for intellectually disabled individuals and serves as treasurer for his daughter's Girl Scout troop. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver retirement-income recommendations that combine research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Joseph Yezovich is a CFP® and CFA® charterholder with 11 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2022 and previously spent six years at Hefren Tillotson. Yezovich serves as a board member of the Norwin Chamber of Commerce in Irwin, PA. He is part of The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies.

Jennifer Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her background includes roles at Pennsylvania State Employee Credit Union, Citizens Securities, Inc., and Citizens Bank. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Nicholas Dolney is a financial advisor with Ameriprise in Harrison City, PA, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in retail and education sectors, including roles at Dick's Clothing and Sporting Goods, McDain Golf Center of Monroeville, and Penn-Trafford School District. Outside of his advisory work, he assists with tax return preparation for a family-owned business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brody Simmons is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at SagePoint Financial, Prudential Financial, and Walmart Inc. Simmons is also an insurance agent specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches through a large network of advisors and offers various financial planning and asset management solutions.

Ronald Romeo is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corp. for 21 years. He is also involved in selling indexed annuities and fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a broad network of affiliated advisers and multiple advisory platforms.

Colton Hearn is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked with Cambridge and related firms since 2019. Outside of his advisory role, he is involved in financial education as a coach for a financial planning workshop. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals.

Geoffrey Alberstadt is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 66 licenses. He has five years of industry experience, including prior roles at PNC Investments and eMoney Advisor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client goals.

Garrett Britton is a financial advisor with Ameriprise in Irwin, PA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at S&T Bank and Owens-Illinois. 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 planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach incorporates proprietary research and third-party data within a framework that includes certain investment product affiliations and minimum asset requirements for participation.

Beth Davis is a CFP® and holds a Series 66 license with 15 years of industry experience, all of which has been with Edward Jones since 2011. She is based in Freeport, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.