William Salem is a CFP® with 41 years of industry experience. He currently works at OSAIC and previously spent 14 years at Sagepoint Financial, Inc. and has held a position at General American Life Insurance since 1987. Salem also operates a tax preparation business as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios tailored to client risk tolerance and investment guidelines.

Thomas Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Robert Baird & Co., Hefren-Tillotson, Avantax Investment Services, and Raymond James Financial Services. Outside of advisory work, he is involved in retail sales as Treasurer-Member of Best Feeds Garden Centers and operates as a CPA through Thomas C Pfeifer CPA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various investment implementation options across multiple custody platforms with discretionary and non-discretionary strategies, maintaining both proprietary model strategies and access to unaffiliated strategists.

Robert Cowan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Avantax in various capacities since 1992 and has been self-employed since 1976. Outside of his advisory work, Cowan owns and operates a tax preparation and accounting practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Scott is a financial advisor with Robert Baird & Co., holding a Series 66 credential and seven years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren Tillotson. Scott serves as treasurer for the Ellwood City Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of managed account strategies combined with home-office research and investment tools.

Bruce Haldeman is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2025, he spent 22 years at Cadaret Grant & Co Inc. and has operated Bruce R. Haldeman & Associates since 2003, which also involves non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Omar Chatha is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and was previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he is involved in real estate development through co-managing RRK, LLC and holds a minority interest in Pluto Holdings, which focuses on residential real estate development and rental. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and offers a variety of tailored investment programs supported by structured planning tools and firm-approved methodologies.

Chris Schott is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to understand their goals and assist in creating sound and secure financial plans. His professional experience is centered on investment consultation, focusing on tailored financial strategies for his clients. Outside of his professional role, Chris has interests that include the beach, football, military service, pets, soccer, and traveling.

Louis D'Angelo is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has held roles including owner of D'Angelo Financial Services, LLC, and involvement with the American Cancer Society. He serves on the investment committee for the nonprofit Manchester Bidwell Corporation and is also an author. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Kyle Baker is a Certified Financial Planner® with 25 years of industry experience, currently serving at Edward Jones since 2002. He holds the Series 66 designation and is based in Oakmont, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brent Heitzenroder is a financial advisor with Robert Baird & Co. holding a Series 66 designation and nine years of industry experience. He has previous experience at Hefren Tillotson and has been with Robert Baird since 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Andrew Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

John Holleran is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brendan Koroly is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes roles at Erie Junior Seawolves and Shenango Beverage, as well as academic experience at Gannon University and Central Catholic High School. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios, alongside brokerage and insurance products, through an integrated platform that combines advisory services with product sales.

Laurie Harriger is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 63 designation and has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts, delivering investment guidance through multi-asset model portfolios and centralized operational support.

Mark Vuono is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, LLC. Outside of his advisory work, Vuono coaches wrestling teams at his alma mater’s high school and middle school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized offerings in municipal and public finance.

John Castello is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked in various roles including positions at Lantern Point Taverna and ThinkEquity LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory services, including tailored financial planning using structured discovery processes and firm-approved planning tools.

Talitha Esterhuysen is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, with prior experience at Hefren-Tillotson Inc. and United Exports. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Wei Meng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Reynolds is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2022 and at Hefren-Tillotson, Inc. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves 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, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.