Bradley Shear is a financial advisor with LPL Financial in Monroeville, PA, holding Series 63 and Series 65 credentials and having eight years of industry experience. He has held roles at Good Life Advisors, LLC and operates Shear Capital Group and Shear Wealth Management Solutions, 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting advisors with both discretionary and non-discretionary investment strategies.

Dustin Helm is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 33 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and nonprofit entities, offering financial planning and investment consulting with a focus on customized, non-discretionary strategies supported by in-house research and affiliated sub-advisers.

John Sporar is a CFP® professional affiliated with LPL Financial, with 11 years of experience in the financial services industry. He previously worked at Citizens Securities, Inc. for six years before joining LPL Financial. Additionally, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Melissa Lenhart is a financial advisor with Ameriprise in Greensburg, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she works as an independent consultant selling Arbonne products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Kulbacki is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with firms including LPL Financial and Axa Advisors, and has been affiliated with Cetera and related entities since 2019. Outside of financial services, he is a part owner of a music business and serves as treasurer for Habitat for Humanity of Allegheny Valley. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party money managers.

Kenneth Krotz is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1982. Outside of his advisory role, he is involved in insurance agency activities and operates a financial services business in Export, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Elizabeth Connors is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Tammy Valero is a financial advisor at Thrivent Investment Management with one year of industry experience. Her prior roles include positions at New York Life Insurance Company and NYLife Securities LLC. Before entering the financial services industry, she spent over two decades working at Valero Century RV. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services while keeping them distinct.

Andrew Koma is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His work history includes roles at YTS Wealth Management, DBR & Co, Phantom Fireworks, Longue Vue Club, Pittsburgh Indoor Sports Arena, Seton Hill University, and Plum Borough School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephanie Bracken is a CFP® professional with two years of experience in financial advising at LPL Financial. Her prior work includes roles at Nordstrom and UPMC Magee Womens Research Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a network of over 22,800 advisors.

Nathan Staib is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and YTS Wealth Management since 2024 and has prior experience in landscaping and education. Staib is also affiliated with the University of Pittsburgh and has held various roles in the education sector. 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, model portfolios, third-party asset management, and institutional platforms.

Joseph Headlee III is a Series 66-registered financial advisor at Edward Jones with three years of industry experience. His prior work includes roles at Schneider Downs, where he performed financial audits, and earlier employment at Mylan and Edward Jones. Outside of finance, he has experience working as a laborer in erosion and sediment control applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathaniel Williams is a financial advisor with Raymond James & Associates in Monroeville, PA, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Raymond James, he was involved in home remodeling and completed roles at San Diego State University and the University of Akron. Outside of his advisory work, he owns and manages a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, and offers financial planning and consulting services supported by a variety of portfolio management approaches and affiliated research.

Lindsay Turchetta is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has additional experience through her involvement with the National Catholic Slovak Ladies Association and the National Slovak Society, as well as operating her own business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting advisors with a diverse set of investment strategies and operational tools.

Edward Opat is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. His prior experience includes roles at LPL Financial, Mutual Service Corporation, and FFP Advisory Services Inc. Outside of his advisory work, he serves as secretary for the Franklintowne Court Condo Owners Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Dylan Patel is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He has been with Morgan Stanley since 2026 and has prior experience that includes roles at Osaic Wealth Inc and RKL Private Wealth, along with various positions outside the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Jared Wegley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Trustmont Financial Group, PWR Planners, Trustmont Advisory Group, Highmark, and Fidelity National Financial. Outside of advising, Jared is involved with Puzak Wegley Tax Services, which provides tax preparation and accounting services. 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 third-party asset management, supported by advanced technology and a large network of advisors.

Christopher Scoletti is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as immediate past president and board member of Catholic Charities of Pittsburgh. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Richard Kappel is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services since 2006, as well as at Cornerstone since 2004. Outside of his advisory work, he serves on the board of directors for the Tau Phi Delta Fraternity at Pennsylvania State University and leads the preschool division at Cornerstone Ministries. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Daniel Mcelhinny is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera Investment Advisors LLC since 2019 and at Cetera Investment Services LLC since 2018, alongside a role at First National Bank of PA starting in 2015. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.