John Wojtowicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at Harvest Financial Corporation for 35 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, providing access to model portfolios, third-party asset management, and institutional platforms.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 12 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a board member for Al's Bike Drive, supporting the Toys for Tots program in Western Pennsylvania, and is the chair and president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Michael Smith is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Vantage Financial Group and Walnut Street Securities. He also serves as secretary of a nonprofit organization where he manages communications and event announcements. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Carly Seneca is a CFP® with eight years of industry experience, currently serving at Cambridge Investment Research Advisors since 2022. Her prior roles include positions at Pensionmark Securities, Harvest Financial, and BNY Mellon. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Matthew Mezmar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad brokerage and advisory platform.

Bryan Byrd is a financial advisor with LPL Financial and holds a Series 66 designation, bringing nine years of industry experience. He has worked at Lincoln Financial Securities Corporation and has been involved with Robert Morris University as a coach since 2018. Outside of advising, he coaches sports and fitness at Robert Morris University. 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 third-party asset management, utilizing various portfolio strategies through a large network of investment adviser representatives.

Victoria Klacik is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel since 2019 and previously spent thirteen years at UPMC. Klacik serves as a board member for the Baldwin Manor Association, a local neighborhood park in Pittsburgh. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Jessica Tokay is a financial advisor with Ameriprise in Pleasant Hills, PA. She holds a Series 66 designation and has experience spanning several roles since 2016, including positions at Finance of America, NQM Funding, and Key Performance Consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jose Rizal Pangilinan is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Waddell & Reed and has been involved with Good Life Advisors, LLC since 2018. Pangilinan also participates in BNI Western Pennsylvania, a networking organization. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a wide range of investment strategies and operational tools.

Micah Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors. Outside of advising, he serves as Treasurer on the Advisory Board of the Trade Institute of Pittsburgh and works as a life coach and consultant. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

Scott Maidman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with financial planning and portfolio management services, helping them pursue their objectives through both traditional guidance and discretionary management of personalized or defined investment strategies. Scott has been with Merrill since 2007 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Finance from Kent State University and a Master of Business Administration in Corporate Finance from Robert Morris University. Outside of work, Scott enjoys participating in adventure sports, football, golfing, ice hockey, and skiing. When not in the office or meeting with clients, he is often attending youth sporting events for his children.

Eric Fetterman is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Clackson is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is involved in coaching youth and high school hockey teams. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Shawn King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. He also has a longstanding affiliation with First National Bank PA and receives compensation for referrals to its trust department, in addition to conducting fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, encompassing discretionary and non-discretionary program options.

Zachary Schwartz is a Financial Advisor with Merrill Lynch Wealth Management. He joined The Schwartz Group in 2021, initially serving as a Client Associate before advancing to his current role. Zach applies his background in American politics and the US energy industry to his work, offering expertise in areas such as employee benefits planning, executive compensation, family wealth management, and socially responsible investing. Before transitioning into financial advising, Zach managed political campaigns for candidates across federal, state, and local levels, including executive, legislative, and judicial offices. He holds a Bachelor's degree in Political Science from Muhlenberg College and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, Zach emphasizes personalized financial strategies tailored to each client's unique circumstances. Zach is active in community involvement, volunteering with organizations such as Pittsburgh Action Against Rape and Tree of Life Congregation. His personal interests include adventure sports, boating, cooking, dancing, reading, running, spending time with family, and writing.

Cole Chiappialle is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Telhio Credit Union. Outside of his advisory work, Chiappialle is also an author. 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 portfolio programs, third-party asset management, and institutional platforms, with advice provided through a broad network of investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Christopher Benec is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, tax-efficient strategies, and algorithmic tools to produce tailored, non-discretionary recommendation reports delivered in partnership with the advisor.

Dena Karsin is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 36 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2018 and with Raymond James Financial Services, Inc. since 2013. Outside of her advisory work, she serves as an operations manager and sales assistant at Shorebridge Wealth Management in Pittsburgh. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities along with specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Kelly Kennedy is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at OSAIC since 2025 and previously spent 15 years with Lincoln Financial Advisors. Outside of her advisory role, she co-authored the book "Mastering Your Financial Success" and hosts an after-school running program at her child's school. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of financial planning and investment services supported by model-based asset allocation, portfolio optimization tools, and a multi-advisor platform.