Jason Fischer is a financial advisor with LPL Enterprise in Wexford, PA, holding Series 63 and Series 65 licenses and over 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is involved with Uber in a professional capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Irwin Jackson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He has held long-term roles at Heritage Financial Partners Inc. and Heritage Financial Group, and has also worked with Manufacturers Life Insurance Co. since 1981. Jackson serves as a board member of the Diamond Run Home Owners Association in Sewickley, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, allowing clients to receive tailored recommendations using Wells Fargo’s research and planning tools.

Kenneth Spencer is a financial advisor with Ameriprise in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns and manages Spencer Enterprise Group, a business related to his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Jeffrey Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he facilitates budgeting classes for Financial Peace University at local churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment programs and employs a range of strategies through its large network of investment adviser representatives.

Carla Pollice is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes long tenures at CUNA Mutual Group and Cuna Brokerage Services, as well as roles at CUSO Financial Services. 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 variety of advisory and brokerage services with a broad range of investment strategies and support tools.

Ryan Whelan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held various roles including positions at Dr. Robert Coufal & Associates and Carlow University. 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 from Wells Fargo Investment Institute and third-party sources.

James Leslie is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, Leslie serves as an officer of the Pittsburgh North Optimist Club, an organization that supports underprivileged children, and is a board member of Senca Valley EMS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers in its approach.

Jack Driscoll is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 40 years of industry experience. His career includes long-term roles at Sagepoint Financial and Travelers Insurance Company, as well as ownership of multiple financial and insurance-related businesses. He also operates a full-service accounting practice and provides income tax preparation through separate LLCs he owns. OSAIC serves a diverse client base including retail and institutional clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and recent consolidation activities.

Peter Elers is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 11 years at PNC Investments. He is also the owner of Briarcliff Wealth Management, LLC, an investment-related business based in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored through Wells Fargo’s research and tools, with clients able to choose if and how to implement recommendations via the firm's brokerage or advisory programs.

Jennifer Makowski is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She focuses on helping clients develop financial plans that align with their unique values and preferences, aiming to build trusting relationships that support clients' financial goals. Her experience in the financial services industry includes previous positions as a Planning Consultant at Fidelity Investments, Wealth Counselor Coordinator at Waldron Wealth Management, Relationship Manager at BPU Investments, and Investment Consultant at Fidelity Investments. This diverse background has equipped her with expertise in financial planning and client relationship management. Outside of her professional work, Jennifer's personal interests include fitness, Pilates, traveling, and spending time with her pets.

Barbara Di Pietro is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2017, working across its Financial Services Inc. and LLC entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing annual advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic analysis.

Matthew Mervosh is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves on the Finance Council of Holy Apostles Church, assisting with the handling of church funds. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendations through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its advisory process.

Nathan Obringer is a CFP® professional with 12 years of industry experience. He currently works at LPL Enterprise and has prior experience with The Prudential Insurance Company of America and Pruco Securities, LLC. Obringer also maintains a non-variable insurance practice in Wexford, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Constance Bettis is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. She holds the Series 65 and Series 63 credentials and has been affiliated with Cambridge Investment Research since 2015 and Guardian Life Insurance Company since 2011. Outside of her advisory role, she serves as treasurer for the Pittsburgh chapter of the nonprofit organization Girlfriends Inc. and works as an independent travel agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms, providing both discretionary and non-discretionary management options along with proprietary and third-party investment strategies.

Brandon Hook is a CFP® professional with 18 years of experience in the financial industry. He is currently with Robert Baird & Co., where he has worked since 2022, following a 13-year tenure at Hefren Tillotson, Inc. Brandon holds a Series 66 license and operates out of the Pittsburgh - Wexford, PA area. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which 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 custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Louis Rizzo is a CFP® professional affiliated with LPL Financial in Pittsburgh, PA, with 36 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he has involvement with non-variable insurance products and operates a related business entity used primarily for office expense management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment services, utilizing both proprietary and third-party portfolio options across various strategies.

Christopher Wiles is a CFA® charterholder with 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and previously worked at The Ayco Company, L.P./Mercer Allied, Rockhaven Capital Management, and Strong Capital Management Inc. He serves as a board member of the Mt. Lebanon Pension Investment Board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Ryan Kircher is a Series 66-registered financial advisor with Equitable Advisors in Pittsburgh, PA, with two years of industry experience. His prior work includes roles at Coastal Energy and Water, Rent Right LLC, and academic positions at Florida Gold Coast University and Kent State University. He has also been involved with Jr Upholstery and Blinds for seven years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services to qualified plans.

David Headrick is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Ameriprise and its related entities since 1985. Headrick also owns a consulting business, Headrick & Son LLC, which operates his financial services practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Tyson Smith is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 12 years at Edward Jones and three years at MSI Financial Services. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.