David Fink is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved as a non-variable insurance agent through his firm, Fink Financial Services, offering life, health, long-term care, and disability insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by both in-house and third-party research.

David Warholak is a CFP® professional with 20 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lindsey Wedner is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of her advisory role, Wedner consults for Coldwell Bankers Realtors on insurance and financial products and is involved with Eugene Cohen and Associates offering life, disability, and long-term care insurance. 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 third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Gina Harbison is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Robert Baird & Co. since 2022 and has concurrently been with Hefren Tillotson, Inc. since 2013. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and complex investment strategies.

Thomas Walsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Avantax Insurance Agency and Avantax Advisory Services in prior roles. In addition to his advisory work, he is president of Thomas M Walsh & Associates, LLC, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various investment program options and discretionary and non-discretionary portfolio management services.

Peter Coughlin is a financial advisor at J.P. Morgan Securities LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Federated investment firms and BNY Mellon. He serves as treasurer on the board of Red's Locker, a nonprofit organization providing sports equipment to underprivileged areas in Pittsburgh. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, manager and fund searches, and customized performance reporting through a quantitative and ESG-integrated process.

Kelly Sullivan is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Kerry Campolong is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1994. In her role, Kerry focuses on assisting clients with building comprehensive wealth management strategies that address their individual needs, particularly in areas such as college education planning, personal retirement planning, and retirement income. With over 32 years of experience, Kerry utilizes her expertise to provide personalized attention and advice to individuals and families. Her approach begins with listening to her clients to understand their priorities, helping them make informed decisions and develop successful financial plans. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kerry earned her high school diploma from Paramus Catholic Girls High School. Outside of her professional work, Kerry enjoys music, spending time with her family, and watching movies. She participates in community involvement when able.

Morgan Gemondo is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Prior to joining LPL Financial in 2025, he spent six years with Cambridge Investment Research and its affiliated advisers. Outside of his advisory work, he has experience with entrepreneurial and service roles, including involvement with Caldalzo Contemporary Dance Studio and Oliverio's Ristorante. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with access to various model portfolios and research resources.

Thomas Etzel is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has a background in accounting, operating his own CPA practice since 1993. Etzel is also the president and founder of The Foundation For Global Peace Building, a nonprofit organization, and a self-published author through his company Trailblazer Publishing LLC. Cetera Investment Advisers LLC provides a multi-manager investment platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Steven Hicks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial and Foresters Advisory Services LLC for a combined 24 years. Outside of his advisory role, Hicks serves as an advisory board member for White Oaks Assisted Living and is active with the Lost Creek United Methodist Church and Lost Creek Lions Club in various administrative and leadership capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

William Spero is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Cetera, Foresters Financial Services, and First Investors Corp. He serves as managing partner of Tri-Pointe Wealth Advisors, LLC and is a member of the Southwest Regional Chamber of Commerce. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Jason Baer is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Moran Jr. is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to his financial career, he held positions at Southern Airways Express and worked in various roles including education and retail. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and partners.

Jeffrey Russo is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and affiliated entities since 2019, with prior experience at AllState Insurance Company. Outside of his advisory role, he serves as a board member for the Water and Sewage Municipal Authority for Plum Borough. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to various investment strategies and platforms.

Tina Giambanco is a CFP® with 27 years of industry experience, currently affiliated with Cetera in Pittsburgh, PA. Her prior experience includes roles at LPL Financial and M&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored 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 a variety of program structures and third-party managers.

John Harshman is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Citizens Securities Inc. and Clarfeld Financial Advisors, LLC. Outside of his advisory work, he serves on the investment committee for Claysville Sportsman's Club and holds board and committee roles with the Pittsburgh Cultural Trust and the BISA membership committee, as well as assisting as a soccer coach. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Christian Barry is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. He is part of The DDK Group, a team within Baird’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 financial planning, portfolio management, and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Irene Elena Tyler is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2015. Outside of her advisory role, she serves as a notary public in Pittsburgh, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Luke Thompson is a financial professional at Cetera with a Series 66 designation and one year of industry experience. He has held roles at Cetera Wealth Services, DSF Wealth Management Group, The Clouser Group, and others since 2024. Thompson is also an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves individual, corporate, charitable, institutional, and employer-sponsored retirement plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers within a multi-manager platform.