Licia Mclaughlin is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. 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, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Zachary Laniewicz is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop financial plans tailored to their individual lifestyles and goals. He emphasizes understanding each client's unique personal and financial circumstances. Zachary has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Peter Greb is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined his mother's practice in 2012. He specializes in developing wealth management strategies that help clients achieve their financial goals, with a focus on family wealth management, legacy planning, managing new wealth, and personal retirement planning. Additionally, Peter manages 401(k) plans for business owners and conducts employee education meetings. Peter graduated from John Carroll University with a bachelor's degree in accountancy. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He was born and raised in Pittsburgh and attended Central Catholic High School. Outside of his professional career, Peter serves on the Partners Board of the Pittsburgh Cultural Trust and the Pittsburgh chapter of the John Carroll University Alumni Association. He lives in Mt. Lebanon with his wife, Emily, their children Julia and Connor, and their dog Reilly. His personal interests include ice hockey, music, spending time with family, and watching movies.

Kerri Llewellyn is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Cetera since 2014 and also works with FNB. Outside of Cetera, she engages in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform that includes affiliated and third-party managers.

Adam Goetz is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services, Inc. since 2000. Outside of advisory services, he is also involved in sales of life and fixed annuities. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs, including wrap accounts and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved tools to analyze client goals.

Robert Kanters is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Elliot Coffey is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory role, Coffey serves as a radio host and on-air panelist for Baylor University football broadcasts. Fisher Investments provides discretionary portfolio management services to institutional and private clients worldwide, utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios. The firm offers sub-advisory and retirement plan services and manages a variety of separate accounts and pooled investment vehicles.

Theodore Lund is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He is also the owner of TKL Solutions Inc., a firm established for Primerica business purposes. Lund has worked with Primerica Advisors and Primerica Financial Services since the mid-1990s. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and third-party managers to provide diversified portfolio management solutions.

David Fink is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and over 38 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Osaic FA, Inc. from 2012 to 2015. Outside of his advisory role, he has served as a non-variable insurance agent focusing on long-term care, disability income, life, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various investment strategies and operational tools.

Anthony Marciano is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and has also maintained a relationship with Duncan Financial Group LLC since 2003. Outside of his financial advisory work, he serves as a commissioned pastor in Greensburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, trusts, and estates. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing various portfolio management approaches including proprietary models and access to third-party strategists.

Colleen Tirpak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior roles include work with Waddell & Reed, Inc. and various insurance carriers, as well as operating The Hilf Tirpak Group LLC. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Lindsey Wedner is a financial advisor at Equitable Advisors with 15 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Equitable Advisors since 2011, including time at its predecessor Axa Advisors. Outside of her advisory role, she consults to Coldwell Bankers Realtors helping them secure insurance and financial products. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

Joshua Charles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and more than 30 years of industry experience. He has been with Raymond James since 2005 and served on the board of an investment club since 2016. Outside of his advisory role, he owns Financial-360, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Gina Harbison is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Hefren Tillotson, Inc. and Morgan Stanley. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and a combination of manager-traded and model-traded strategies.

Daniel Morgano is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and PRUCO Securities, LLC. He has also worked in various capacities at Wildwood Country Club and Allegheny College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, trust custody services, and insurance products.

Jeffery Ward is a financial advisor with Edward Jones in Greensburg, PA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Julie Snyder is a financial advisor with Cambridge Investment Research Advisors in Irwin, PA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Co from 2016 to 2019. She is also an independent insurance agent with Duncan Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and custodial platforms.

Randolph Bodnar is a financial advisor at Merrill with 27 years of industry experience. He has held his current position since 2000 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roy Anderson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory role, he operates Roy Anderson Enterprises Inc. and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers a variety of financial planning and investment management services, utilizing proprietary and third-party strategies across multiple custody platforms.