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.

Andrew Koma is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His work history includes roles at YTS Wealth Management, DBR & Co, Phantom Fireworks, Longue Vue Club, Pittsburgh Indoor Sports Arena, Seton Hill University, and Plum Borough School District. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Stephanie Bracken is a CFP® professional with two years of experience in financial advising at LPL Financial. Her prior work includes roles at Nordstrom and UPMC Magee Womens Research Institute. 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 portfolio programs, and institutional platforms, supported by advanced research tools and a network of over 22,800 advisors.

Nathan Staib is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and YTS Wealth Management since 2024 and has prior experience in landscaping and education. Staib is also affiliated with the University of Pittsburgh and has held various roles in the education sector. 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.

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.

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.

Victor Fiano is a CFP® with 43 years of industry experience, currently affiliated with Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Raymond James Financial Services. Outside of his advisory work, he has ownership interests in investment-related businesses, including Highlands Wealth Management LLC and Victor M. Fiano Jr. LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations using proprietary research and planning tools, with an emphasis on discrete planning engagements and optional implementation through brokerage or advisory programs.

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.

Richard Miller is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Financial Specialists LLC for 19 years. He is also the owner of Richard L. Miller Income Tax Services, a tax preparation and accounting business he has operated since 1987. Additionally, he is a commissioned notary in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with account management provided primarily by investment adviser representatives utilizing a variety of strategies and third-party managers.

Tyler Pakos is a financial advisor with Cetera in Latrobe, PA, holding a Series 66 designation and four years of industry experience. He also serves as a partner and owner of MNDFL Meal Prep, a business producing and delivering single-serve healthy meals. Pakos has been involved with Pakos Wealth Management, Inc. since 2022 and provides consulting services for Parquette, Shaffer & Associates CPAs, PC. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm offers a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing both discretionary and non-discretionary program structures.

Jessica Geary is a financial advisor with LPL Financial in Latrobe, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2019 and previously at SagePoint Financial. Geary is also a co-founder and board member of the nonprofit GO2GOAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Jacob Van Lenten is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Mariner Wealth Advisors and has held roles in several other companies including AdGiraffe and Highland Tank Manufacturing. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Ryan Sharrer is a financial advisor with Ameriprise who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Investment Professionals, Inc. and has been associated with S&T Bank since 1998, where he serves as Vice President and Financial Advisor. Outside of his advisory role, he is involved in independent insurance brokering and serves on the board of directors for a nonprofit organization in Pittsburgh. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Nicholas Frazetta is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is involved with D2W Media LLC, a podcast partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research tools and a broad platform that integrates advisory and non-advisory financial services.

Jared Gerger is a financial advisor with LPL Financial holding a Series 66 designation and recently beginning his industry career. His prior experience includes roles at Compass Financial Partners and RBC Capital Markets. Jared has also spent several years affiliated with Lake Forest College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Michael Gordon is a financial advisor with Morgan Stanley in Greensburg, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.