William Urbanik is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2019 and has prior experience with Sagepoint Financial and operates SecondHalf Coach Wealth Management. Urbanik is also a co-founder and board member of the nonprofit Go2Goal. 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, third-party asset management, and institutional platforms.

Julian Marturano is a financial advisor with OSAIC holding a ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. He is involved in life and health insurance sales through multiple agencies and serves as founder of Service Financial Group, LLC. OSAIC serves a wide range of clients including individual and institutional investors, offering integrated brokerage and advisory services. The firm utilizes various tools such as asset-allocation models and risk-tolerance assessments to build diversified portfolios and provides access to multiple advisory platforms and third-party money managers.

Kirk Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA. He holds the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. Perry has been with Thrivent Financial for Lutherans and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning from managed-account services, allowing clients to combine both under a consolidated billing option called “WealthPlan.”

Joan Wesley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes roles at Avantax Insurance Agency, Avantax Investment Services, and Metro Real Estate Services. She also serves as an independent insurance agent specializing in fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management services through a multi-manager platform that includes both discretionary and non-discretionary program options.

Aaron Bunting is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Larson Texts, Inc. and Gannon University. Outside of advising, he serves as a Contingent Trustee and works as an Independent Agent outside of fixed appointments. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Joseph Horency is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Janney Montgomery Scott. He also has experience as a financial professional with The Advisors LLC and as an insurance agent selling fixed insurance products. 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 various portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party investment strategies.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at Smc Advisory Network, Medallion Financial Distributors, Cetera Advisors LLC, and Legacy Advisory Services. He is also involved in coordinating an annual study group meeting through the Beta Study Group in Irwin, PA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing both proprietary and third-party model strategies tailored to client objectives.

Christopher Pakos is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has served in various roles including president of Pakos Wealth Management, Inc., consultant at Parquette and Associates, CPAs, and owner of an accounting and tax preparation business. His background also includes extensive experience with Avantax and Cetera-affiliated firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supported by a large nationwide network of over 10,000 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.

Mark Vulcan is a financial advisor with Ameriprise in Greensburg, PA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Carson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. In addition to his advisory role, he provides services related to Medicare Advantage plans and property and casualty insurance through Carson Financial Services. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating insurance product sales and affiliated trust services.

James Ryan is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. In addition to his advisory work, Ryan serves as a high school basketball and baseball referee in Western Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and various insurance product services.

Robert Cowan is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes long-term roles at Avantax entities and ongoing self-employment since 1976. He also owns and operates a tax preparation and accounting practice in Pittsburgh, PA. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Ashley Dyer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC, starting in 2016. Dyer is also involved with Anthony Sciulli and operates several businesses related to health benefits and insurance services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products including affiliated insurance and trust services.

Curtis Colaianne is a financial advisor with Cetera in Latrobe, PA. He holds CPA credentials and has experience in accounting and tax services through multiple associated firms, including Colaianne & Company CPA, PLLC, Ron Miller CPA, PLLC, Colaianne Rizzo & Associates LLC, and CNC Accounting. He also serves as chair of the finance committee at Paradise Church in Latrobe. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a broad client base ranging from individual investors to institutional accounts, utilizing multiple program structures and a multi-manager platform.

Jonathan Emrock is a CFP®-credentialed financial advisor with Edward Jones in Irwin, PA, bringing 19 years of industry experience. He has been with Edward Jones Investments since 2007. Outside of his advisory role, he is associated with DEFG 21 LLC, a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Beth Mc Gough is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill in 2025, she worked at Northwestern Mutual Investment Services LLC and Pershing LLC, and has a background that includes 18 years at Eat'n Park Hospitality Group, Inc. She also serves as a power of attorney, trustee, and executor. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Ricker is a financial advisor at Edward Jones in Irwin, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the United States Department of Veterans Affairs and served with the Blendon Township Police Department. He is also involved with Nostalgic Toys and Collectibles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jason Yuhas is a financial advisor with LPL Financial in Greensburg, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior positions include roles at Osaic Institutions, Inc., Essex National Securities, LLC, and Wells Fargo Clearing. Outside of finance, Yuhas is also an artist and musician. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jordan Dunsmore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at RBC Capital Markets, First Trust Portfolios, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.