Zachary Streno is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has prior experience at Federated Global Investment Management Corp. and related Federated entities from 2020 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, using investment research and algorithmic tools within a defined investment universe.

Robert Levalley is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as Vice President of the Dayton Ski and Board Club, where he helps plan and organize ski trips each winter. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Orlando Houston is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2011, previously working at Axa Advisors. Outside of advising, he is the owner of Square Compass LLC, a published book author, and serves as a board member of Kappa Alpha Pse Fraternity Inc. 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 third-party managers and LPL programs. The firm operates a hybrid advisory and brokerage model, emphasizing tailored client plans and a combination of discretionary and non-discretionary investment management.

Christopher Marziotto is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Pruco Securities, and Crump Life Insurance Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services such as divorce planning and employer-sponsored programs.

Andrew Wallisch is a financial advisor with LPL Financial based in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James Financial Services and a year at AirBNB. He is also involved with FC Financial Services, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Madison Novak is a financial advisor at Robert Baird & Co. with the Series 66 designation and two years of industry experience. Prior to joining Baird, Novak worked at Federated Hermes and has a diverse background including roles at FedEx Ground, Robert Morris University, Ralph Lauren, and Fort Cherry Junior-Senior High School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a broad range of clients including individuals, corporate and business clients, pensions, and charitable organizations. Baird offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

Derek Heuler is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Federated Global Investment Management Corp and related entities for over a decade, as well as at First National Bank of Pennsylvania. Heuler is also a wealth advisor for First National Trust Company and FNB Investment Advisors Inc, though he does not make investment decisions or participate in transaction execution. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party money managers, and a range of program structures supported by over 10,000 advisors and $256 billion in assets under management.

Jacob Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has previously worked at Wealth Enhancement Group and is currently affiliated with Educo Advisor Group. Outside of advising, he serves as a winter indoor soccer referee for the North Union Rec Center. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing a variety of management strategies and supporting technologies.

Jennifer Dagnal is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., Golden Strategies Financial Group, and Howmet Aerospace, Inc. In addition to her advisory role, she operates a sole proprietorship offering paraplanning and client support services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services along with access to third-party money managers and automated portfolio management tools.

Alison Miller is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for five years and The Ayco Company, L.P./Mercer Allied for six years. Alison is based in Pittsburgh, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Rachel Yovich is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Merrill in 2022. Outside of her advisory role, she is involved in Meet Bub, LLC, a farming business that raises animals and plants for agricultural sales. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional accounts.

David Hricisak II is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has also been affiliated with FNB since 2006. Outside of Cetera, he is involved in fixed life insurance sales and receives compensation for referrals to First National Bank's Trust Department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Joshua Mounce is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 credential and has worked at several firms including Raymond James Financial Services and Citizens Securities. In addition to his advisory role, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both discretionary and non-discretionary portfolio strategies across multiple platforms.

Mindy Zatta is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously worked at SagePoint Financial, Inc. and Lincoln Financial Advisors, where she spent 13 years combined. Outside of her advisory role, Zatta serves on several nonprofit and educational boards, including the Washington County Hospital Authority, the Washington Health Systems Foundation as Vice Chairperson and Investment Committee Chair, the Washington Area Humane Society, and Waynesburg University’s Business Advisory and governing boards. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and use of third-party money managers and managed account solutions.

Nicole Law is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 13 years of industry experience. She has worked at Ameriprise since 2018 and previously spent five years with Federated investment firms from 2013 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Nancy Gunter is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds a Series 66 designation and has worked at Hefren Tillotson, Inc. since 1997 before joining Robert Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research including artificial intelligence tools, and offers municipal advisory services alongside its investment offerings.

Sara Yarosz is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Her prior roles include positions at Karageorge Wealth Management, Wells Fargo Advisors, and \u0026PARTNERS. Outside of finance, she has been employed at Morton's The Steakhouse since 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Scott Parker is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

James Alderson is a financial advisor with Robert Baird & Co. in Pittsburgh, PA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Robert Baird & Co., he worked at Hefren Tillotson. Robert Baird & Co.’s DDK Group, where Alderson is based, operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services using a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools such as artificial intelligence.

Sarvey Canella is a CFP®-designated financial advisor with over 32 years of industry experience. He has worked at OSAIC since 2024 and previously spent 14 years at Securities America Advisors and Securities America Inc. Canella is president of Canella Insurance Agency, Inc., which focuses on fixed insurance products, and he teaches financial education classes at a local community college. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services through a wide network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes, offering both discretionary and non-discretionary management options.