Wendy Semkus serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those goals. She provides ongoing advice, adjusting plans as clients’ situations change. Wendy’s expertise encompasses a range of personal financial priorities, including purchasing a home, funding education, managing elder care, and preparing for healthcare needs. She brings a focus on aligning financial plans with clients' unique perspectives and objectives. Wendy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Mount St. Mary's University.

Evan Haines is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations and securities licenses Series 65 and 63. He has nine years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial advisory career, he attended Allegheny College. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Maria Yezovich is a financial advisor with Robert Baird & Co., holding a Series 66 designation and eight years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously at Hefren Tillotson and BNY Mellon. Outside of her advisory role, she is the lead female vocalist for a Pittsburgh-based cover band called Walkin' Rosie. The DDK Group at Robert W. Baird & Co., where Maria works, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining internal research and technology, including artificial intelligence, to support its advisory process.

Terek Wilson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at firms such as ON Investment Management Co and AllState Insurance Company. He is also involved with WILSONWEALTHHQ, where he implements fixed insurance products as part of the financial planning process. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Craig Yost is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities, Inc. He is also president of The Rock Financial Services LLC, an LLC he established with two other agents to manage shared office expenses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation using portfolios developed internally and by third-party strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Leonard Kowalski is a financial advisor at Ameriprise in Greensburg, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked for S&T Bank for ten years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement planning recommendations.

Paul Linn is a financial advisor at J.P. Morgan Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Citizens Securities, Inc., PNC Investments, and Valic Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Derek Herrington is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market modeling techniques.

Adam Riggle is a CFP® with 14 years of industry experience, all with Edward Jones where he has worked since 2012. He holds a Series 66 designation and is based in Greensburg, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Joseph Malego Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fortis Investors, Inc. since 1992 and has operated The Insurance Center as a self-employed insurance agent and tax preparer since 1988. OSAIC serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisors and multiple platforms.

Nicole Conway is a Series 66 licensed financial advisor with Merrill in Greensburg, PA, and has three years of industry experience. Prior to joining Merrill in 2021, she worked at Penn State University and Clarksburg High School. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Broom is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank for 14 years. Outside of his advisory role, he owns Ergon Gaming PCs in Sutersville, Pennsylvania. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers, emphasizing personalized risk assessment and model matching.

William Mc Laughlin is a financial advisor with Merrill in Greensburg, PA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Merrill since 1984 and has also worked at Bank of America, N.A. since 2011. 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. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peggy Vandyke is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Thrivent Financial for Lutherans and its investment management division since 2007. Outside of her advisory role, she serves on the board of the Derry Railroad Days Committee and is involved in local political and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning without discretionary trading authority, focusing on ongoing or one-time engagements that cover a wide range of planning topics.

Seth Kuhns is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Equitable Advisors and MassMutual Life Insurance Company. In addition to his advisory work, he operates a side business as an insurance broker focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to develop and recommend investment strategies.

Karac Davis is a financial advisor with Edward Jones in Irwin, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to this, he worked at Chatham University and Shady Side Academy and has experience running KD Hockey LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.

Shawn Helman is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Cetera and has held senior roles at C.B. Tracy & Associates, Inc., including CEO and Senior Executive. Outside of advisory work, he is a partner in a commercial real estate venture and sells life, health, and disability insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

William Willett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and advanced modeling tools to support client decision-making.

Jenna Madigan is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has previously worked at Hefren-Tillotson, Inc. and Mine Safety Appliances. Outside of her advisory role, she serves as head volleyball coach at Greensburg Central Catholic High School and is involved with the Westmoreland Elite Volleyball Club. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence, in client advising.

Logan Byrd is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at Arnold Palmer's Latrobe Country Club and Reed's Auction Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by in-house research and third-party strategists, and it offers access to financial planning, asset managers, and various non-securities products through affiliated entities.