Lisa Delisio is a financial advisor with LPL Financial holding Series 63 and 65 designations and 19 years of industry experience. Her prior work includes roles at Fort Pitt Capital Group, PWA Wealth Management, BNY Mellon Securities Corporation, and PNC Wealth Management. 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 access, and institutional platforms.

Brian Giffin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 33 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Outside of his advisory work, he owns Gripstah LLC, a company he created to support a new direct pay system. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through various advisory programs and has specialized municipal and SIMPLE IRA consulting services.

Daniel Spencer is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise Financial Services and Fort Frederica Capital. Outside of his advisory role, he is employed by the Pennsylvania Interscholastic Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Rita Endler is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of her advisory role, she is involved with Waymaker Wealth Management, a separate business in Beaver, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports advisory programs and institutional portfolio management across a large network.

Traci Conlon is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2014, accumulating 12 years of industry experience. She is based in Sewickley, PA. Outside of her financial advisory role, she is an owner of a rental property in Cranberry Township, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Nicholas Toy is a CFP® and CFA® credentialed advisor with 24 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, and previously held roles at The Huntington Investment Company and U.S. Bancorp Advisors. Outside of his financial advisory work, he is a 40% owner of Early Bird Learning Center, where he participates in business decision-making and reviews financial records. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Patrick Fanning is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. His prior work includes positions at Fort Pitt Capital Group, PNC Investments, 84 Lumber, and six years in the U.S. Army National Guard. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Marshalwitz is a financial advisor with Merrill in Sewickley, PA, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Merrill since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Hytla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of his advisory role, he owns Hytla + Associates, LLC, which supports his business activities with Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Jeffery Suhayda is a financial advisor at Ameriprise with 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Outside of his advisory role, he is a financial planning partner and co-owner of DiamondOne, LLC, where he participates in executive management and strategic planning. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Archibald Leonard is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tawni Marie Tunno is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James since 2013 and also has worked at Covenant Partners since 2016. Outside of her advisory role, she has longstanding part-time employment with Victoria's Secret, where she is involved in merchandising and inventory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, tailored planning using risk profiling and analytical tools and supports clients through various advisory programs and specialized services such as municipal and public finance advisory and SIMPLE IRA employer consulting.

Peter Loncar is a CFP® professional with 39 years of industry experience, currently affiliated with Raymond James Financial. He is the owner and president of Rivertowne Advisors LLC and has held roles at various Raymond James entities since 2015. Outside of his advisory work, Loncar owns an agricultural business involved in timber harvesting, landscaping, and honey production, as well as a private foundation he founded in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using various analytical tools and supports specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

William Payne is a financial advisor with J.P. Morgan Securities in East Liverpool, OH. He holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at TIAA, Edward Jones, and Huntington National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments. Their advisory process features written asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and incorporates a range of investment strategies, including ESG considerations.

Ronald Balog is a Series 66-credentialed financial advisor at OSAIC with 22 years of industry experience. His career includes roles at Royal Alliance, Insight Global Wealth Strategies, Cetera Advisor Networks, Morgan Stanley, and Merrill. Outside of his advisory work, he serves as the varsity head football coach at Freedom Area High School and is president of the Midwestern Athletic Conference Coaches Association. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering financial planning, managed portfolios, and retirement plan consulting among its services.

James Fawcett is a financial advisor with Primerica Advisors in Coraopolis, PA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at PFS Investments Inc. and Knights of Columbus. In addition to advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and utilizes third-party custodial and execution services.

John Nelson Jr. is a financial advisor at Cetera with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. Nelson has held roles at several firms including Securian Financial Services Inc. and Greater Allegheny Financial Group, where he serves as president. He is also involved as an agent/broker with Greater Allegheny Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients nationwide.

Jeffrey Feaster is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2015. Outside of his advisory role, he is involved with Feaster Properties, LLC, where he acts as an investor and officer managing rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to support its advisory process.

Christopher Guandolo is a CFP® with 26 years of industry experience and is currently an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Janney Montgomery Scott for 18 years. Outside of his advisory role, he owns a small used-car dealership through an S-Corp he manages with his brother. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and incorporates analytical modeling and risk profiling in its advisory approach.

Shayna Deckman is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at PNC Financial Services Group and University of Pittsburgh. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.