Donald Nadeja is a financial advisor with Charles Schwab in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously spent 13 years at Scottrade, Inc. He serves as treasurer for the Scott Township Athletic Association. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to discretionary separately managed accounts and maintains a large client base supported by a centralized operational structure.

Heather Sellers is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. She worked at Merrill from 2000 to 2019, then at Lincoln Financial Securities for one year before rejoining Merrill in 2020. Outside of her advisory role, she serves as an executor for an estate in Pittsburgh, Pennsylvania. 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Harvey is a Series 66-licensed financial advisor with four years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research Inc. since 2019 and joined Duncan Financial Planning Advisors in 2026. Outside of advisory services, he works as an independent insurance agent through Duncan Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement advisory services. The firm offers a range of implementation options and proprietary and third-party model strategies, supported by institutional resources and compliance controls.

Karen Venneri is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments LLC, Janney Montgomery Scott, Wells Fargo Home Mortgage, Bank of New York Mellon, and Kish Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joseph Dorrycott is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for eight years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Dana Klein is a financial advisor with Cambridge Investment Research Advisors in Irwin, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior work includes roles at Hefren Tillotson and Lincoln Investment. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and supports a range of investment approaches across multiple custodial platforms.

Timothy Swetoha is an investment advisory representative with OSAIC, holding a Series 63 designation and 33 years of industry experience. He has worked at several firms, including Securities America Advisors and Investacorp, and is involved in life insurance sales through Equity of America Financial Group. Swetoha also assists in tax preparation at Steven Oberst Tax Service. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with access to various investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessment methods to build portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

James Stossel is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2020, following a 13-year tenure at Woodbury Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Greg Holzer is a financial advisor at LPL Financial with six years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2021, he worked at FSC Securities Corporation and Commercial Bank & Trust, among other roles. Outside of his advisory work, he is involved with Stone Villa Wine Cellars, a business he has been associated with since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Thomas Grogan is a financial advisor with Cetera in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. His work history includes roles at First National Bank of PA, Dollar Bank, Park Avenue Securities LLC, and Guardian Life Insurance Co. Cetera Investment Advisers LLC serves a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services to individual, employer-sponsored, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with various program options, managing over $256 billion in assets and supporting more than 10,000 advisors.

Melissa Cunningham is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Citizens Securities, Inc. for three years before joining Morgan Stanley in 2019. Outside of her advisory role, Cunningham contributes a monthly column to Roundel Magazine about her experiences owning a Mini Cooper. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Ishaan Shah is a financial advisor with Equitable Advisors in Bridgeville, PA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked at Equitable Advisors since 2012 and previously at Axa Advisors, LLC. Outside of his advisory role, Shah is a consultant for David Pratti and owns Shah Ventures, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ryan Duchak is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes five years at Royal Alliance Associates. Outside of advisory services, he has a business DBA related to his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and a variety of investment strategies.

Nicholas Perini is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for six years. Outside of his advisory role, he owns a personal cryptocurrency investment activity focused on Ethereum and Cardano. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Wayne Washowich is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors and Absolute Capital Management. Outside of his advisory role, he is involved in a business called Paint Parties and More and serves on the board of directors for Tube City Media. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Herrington is the principal and sole advisor at Herrington Investment Solutions in Pittsburgh, PA, holding the CFA® designation and Series 66 license with 24 years of industry experience. Since 2008, he has also served as Head of Private and Public Equity at the West Virginia Investment Management Board, where he selects and monitors outside investment managers. Herrington Investment Solutions provides discretionary portfolio management and investment advisory services to a small client base of individual households, including both high-net-worth and non-HNW clients. The firm is characterized by its single-advisor structure and hands-on management approach.

Joseph Beck is a financial advisor at Elm Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked with Elder Law Management since 2002. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses firm-developed model portfolios and a combination of fundamental analysis, modern portfolio theory, and trading approaches, with client approval required for transactions.

Mary Stanek is a financial advisor at Elm Capital Management LLC in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. She previously worked at West Chester Capital Advisors, Inc. for 10 years and currently serves as Chief Investment Officer at both Elm Capital Management and Eastern Financial Group, Inc. Additionally, she has a role as a document processing specialist at NPC Inc. Elm Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, focusing on non-discretionary portfolio management and pension consulting using fundamental analysis and Modern Portfolio Theory.

George Sweeney is a financial advisor at Elm Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elm Capital since 2020. He is also affiliated with Eastern Financial Group, Inc. dba Elder Law Management, where he provides estate and insurance planning services. Elm Capital Management LLC operates as a six-advisor team offering non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies within firm-developed model portfolios.

Ronald Jones is a financial advisor at Elm Capital Management LLC with 30 years of industry experience. He holds a Series 63 designation and has a background that includes ownership of law firms specializing in estate and tax planning, as well as serving as an adjunct professor at Penn State University since 1991. Jones has been with Elm Capital Management since 2020. Elm Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, focusing on non-discretionary portfolio management and pension consulting. The firm employs a tailored advisory approach using fundamental analysis and Modern Portfolio Theory, offering both long- and short-term strategies, and maintains formal affiliations with legal and elder-law entities.