Joyce Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has worked at Cetera Investment Services and Cetera Investment Advisors LLC since 2019 and previously spent 14 years with PNC Investments. Outside of her advisory role, she serves as Treasurer for the Kiski Area Cross Country Boosters and holds a Director of Sales and Service position at First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports discretionary and non-discretionary account management across various program structures.

Brandon Ledoux is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. His work history includes positions at First National Bank of Pennsylvania and Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and manager options across discretionary and non-discretionary accounts.

Braydon May is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Ascent Financial and has experience in non-financial roles at Door Dash, UPMC, and several universities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and emphasizes a combination of discretionary and non-discretionary asset management solutions.

William Mulvaney Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning and offers both direct client services and corporate financial planning agreements.

Lindsay Greenberg is a financial advisor at Merrill in Pittsburgh, PA, with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Katharine Perry is a CFP® professional with 12 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. Her previous roles include positions at Kestra Investment Services LLC, Kestra Advisory Services LLC, Cookson Peirce Wealth Management, and Fort Pitt Capital Group. She is a board member of Junior Achievement of Western PA, where she participates in promoting financial literacy in local schools. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions across multiple asset classes.

Ryan Mastilak is a CFP® with nine years of industry experience, currently advising at Stifel since 2024. Prior to joining Stifel, he spent eight years at The Vanguard Group, Inc. He is based in Pittsburgh, PA. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group to guide asset allocation and financial planning.

Craig Shensa is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes 23 years at The Monteverde Group and five years at Royal Alliance Associates. He maintains involvement with The Monteverde Group as a related business activity. 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 provides a range of advisory programs and planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

David Priore is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at LPL Financial since 2013 and has been affiliated with Century Heritage Federal Credit Union since 2006, where he assists with marketing initiatives and provides non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology solutions.

Joseph Ford III is a Series 66-credentialed financial advisor with Edward Jones, based in Allison Park, PA, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Deborah Brent is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Motif Investing, and Equitable. She is based in Pittsburgh, PA. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Danielle Slacker is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms, including Avantax and Cambridge Investment Research Advisors, and serves as Senior Tax Manager at Mercadante & Company, P.C., where she provides tax planning, preparation, and consultation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving 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.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and at Duncan Financial Planning Advisors since 2026. Outside of advisory roles, Waite is president and owner of FLEX SOURCE, INC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolios and model-based solutions.

Kira Napolitano is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored strategies using a combination of in-house and third-party investment managers and tools.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and is involved in several related business activities, including ownership of SMC Wealth Management and administrative coordination of the Beta Study Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary management tailored to client objectives.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

John Wojtowicz is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2023, he spent 35 years at Harvest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and corporations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, Joslyne serves as a board member for Al's Bike Drive, supporting the Toys for Tots program by organizing bicycle donations, and as chair/president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers clients integrated planning and managed-account solutions with periodic reviews through a network of financial advisors.

Kristen Hull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. Her prior experience includes eleven years at Lincoln Financial Advisors Corp. She is currently associated with Duncan Financial Planning Advisors as well. 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 services. The firm provides multiple investment implementation options through proprietary and third-party strategies tailored to client objectives.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.