Brian Simon is a financial advisor at LPL Enterprise with 23 years of industry experience. He has held roles at Prudential Insurance Company of America since 2003 and at Pruco Securities, LLC from 2003 to 2024. He holds a Series 66 designation and is based in Pittsburgh, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and also offers affiliated trust custody, insurance sales, and collateralized lending programs.

Ryan Kramer is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Cardinal Management Group and The University of Alabama. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Joshua Staph is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2026. Prior to this, he was employed at JP Morgan Chase Bank and JP Morgan Securities from 2020 to 2025, and at Edward Jones from 2017 to 2020. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through various platform programs and maintains proprietary model strategies under the Founders Gate Capital brand.

Kristine Gutkowski is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1984, also practicing at Bank of America since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutions.

Scott Weber is the Associate Resident Director of the Indiana, Pennsylvania office and team leader of the Mackey Weber Group within Merrill. He brings over 26 years of experience in the financial services industry, including nearly eight years in banking prior to his current role. Scott and his team focus on client needs such as services for endowments, foundations, and non-profits, employee financial health, and personal retirement planning. Scott earned both his Bachelor's and Master's degrees from Indiana University of Pennsylvania. He holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Accredited Asset Management Specialist (AAMS) designations. He also maintains multiple FINRA registrations as well as licenses for Life/Health and variable insurance products. Active in his local community, Scott participates in organizations such as the Indiana County Community Action Program, Indiana County Endowment, and St. Thomas More University Parish. He lives in the Indiana area with his wife and two children, where they are engaged in church and volunteer activities. Outside of work, Scott has interests in football, music, and singing.

John Pikras Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Citizens Securities, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jared Dykes is a financial professional with 16 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at notable firms including Avantax and LPL Financial. He is also involved with CEC Financial Group. Cetera Investment Advisers LLC serves individual and institutional clients through a large network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Richard Rose is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 51 years of industry experience. His prior roles include positions at Triad Advisors and Tower Square Securities. In addition to his advisory work, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment solutions through a large network of investment adviser representatives.

William Place is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. He previously worked at Kestra Investment Services, LLC for 13 years and has been associated with Jacobson Associates, Inc. for 16 years. Based in Pittsburgh, PA, he joined LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

James Wyman is a CFP®-certified financial advisor with 35 years of industry experience. He is affiliated with RBC Capital Markets and has worked at City National Bank since 2019. Outside of his advisory role, he serves as an expert witness and securities valuation consultant on a limited, non-business hours basis. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies. The firm offers various advisory programs that combine in-house and third-party managers, featuring discretionary portfolio management and options for tax management and responsible investing.

Joseph Piszczor is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial and has previously worked at firms including NewEdge Advisors, Mid Atlantic Financial Management, and ILG Private Wealth. Outside of his advisory role, he is involved with Apparent Media Group LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both in-house research and third-party strategies.

Mary Ann Ernette is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, Fifth Third Securities, Inc., Citizens Securities, Inc., and Uvest Financial Services Group, Inc. Since 2012, she has also been associated with the AVS Foundation and is involved with The Eamon Foundation as an outside employment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational tools and a broad network of over 22,800 advisors.

Matthew Smallidge is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Cincinnati Life Insurance Company and Citizens Securities, Inc. He has also held roles at J.P. Morgan Securities and Jpmorgan Chase Bank since 2020. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program provides non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Russo is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial and has prior experience at Pittsburgh Financial Consultants, Inc., and Royal Alliance Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning, asset management, and institutional platforms.

Andrew Hanson is a financial advisor with UBS Financial Services in Canonsburg, PA, holding a Series 66 designation and over 20 years of industry experience. He has been with UBS since 2004. Hanson also serves as a trustee for irrevocable life insurance trusts and teaches personal finance at the University of Pittsburgh. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research.

Adam Rekasie is a financial advisor with Cetera based in Canonsburg, PA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Cetera in 2023, he worked at Citizens Securities, Inc. from 2016 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Derek Brown is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

Lisa Fera is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2001. Her prior experience includes roles at Rockwell Forest Products, Inc. and Newlin Investment Company. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Michael Franklin is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. Franklin is also president of Patrick Financial Co., where he is involved in fixed insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a model-based investment process and operates a large multi-advisor platform with various program offerings.

Emily Jordheim is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked in the restaurant and hospitality sectors before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.