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.

William Young is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President on the Board of Directors for the Parkview Homeowners Association in Pleasant Hills, PA. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized retirement-income consulting team.

Philip Schulte is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC and VOYA Financial Advisors. Schulte is also involved with Halley-Dodson Insurance LLC, an insurance agency. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Kathy White is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 16 years of industry experience, including 15 years at McKinley Carter Wealth Services, Inc. before joining her current firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Thomas Eaglehouse is a Series 65-credentialed financial advisor with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2023 and previously spent six years with Foundations Investment Advisors, LLC. Outside of his advisory work, he is also involved as an agent in the insurance and benefits sector. Cambridge Investment Research Advisors serves a diverse clientele, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides access to multiple platforms and third-party advisers and develops proprietary model strategies under its Founders Gate Capital brand.

Lynn Sunseri is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in making informed decisions.

Susan Svazs is a Series 66 credentialed financial advisor at Osaic with one year of industry experience. She has been associated with Osaic and its affiliated Financial Solutions Group since 2017. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options including Unified Managed Accounts and third-party money manager programs.

Guy Filewich is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Laurel Financial Group, and Equitable Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools across diverse planning areas, including retirement, wealth transfer, and specialized niche services.

Brian Duncan is a CFP® professional with 19 years of experience in financial advising. He is affiliated with Cambridge Investment Research Advisors and has held advisory roles and ownership positions in multiple financial and wealth management firms since 2007. Duncan serves as Treasurer and board member of the Keystone Community Foundation. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Taylor Marziotto is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Taylor worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Taylor serves as an assistant junior varsity volleyball coach for Franklin Regional School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning and access to a range of asset managers and insurance products.

Nancy Conners is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors and has 13 years of industry experience. She has been with Cambridge Investment Research, Inc. since 2013 and is also associated with Duncan Financial Group, where she serves as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

Tracy Johnston is a CFP®-designated financial advisor with 20 years of industry experience, currently with Stifel. She has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Johnston serves on the board and finance committee of Contemporary Craft, a nonprofit focused on making art accessible. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Thomas Martin is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and serves concurrently with the D.C. Air National Guard since 1993. Outside of his advisory work, Martin is involved with Project Star, a respite foster care organization in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling aimed at guiding asset allocation and financial planning decisions.

Michael Forney is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 1998. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Gregory Lippert Jr. is a CFP® professional with ten years of experience in financial services, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Carnegie Mellon University and Centerview Wealth Advisors, along with consulting work at HKS Financial Partners. He is involved in providing valuation and consulting services to small businesses and owns a leasing company that purchases vehicles for business use. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools, with optional implementation through brokerage or insurance arrangements.

Craig Baum is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2011 and has been involved with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. for multiple decades. Outside of his advisory work, he is a freelance photographer and serves as a seasonal ski instructor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Gregory Phillips is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 30 years of industry experience, including prior roles at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory work, he is involved in tax preparation and accounting as a CPA. 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.

James Mccrorey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Citizens Securities, Inc. for 17 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 extensive research and technology tools.