Kelly Kennedy is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of advising, she co-authored a book titled "Mastering Your Financial Success" and hosts an after-school running program at her child's school. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to multiple advisory platforms and third-party managers.

Garrett Temchulla is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including the period when the firm operated as Axa Advisors, LLC. Outside of his advisory role, he is the owner of a real estate and rental business, GT Getaways, LLC. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Taylor Dunkin is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has three years of industry experience and has been with Wells Fargo Clearing for ten years. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Kaczmarek is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network LLC since 2008. The firm serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Wells Fargo Advisors offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Craig Peterson is a financial advisor with OSAIC in Canonsburg, PA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Eagle Strategies LLC, Transparent Financial Solutions, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Elizabeth Horn is a financial advisor at Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 licenses with two years of industry experience. She has been with Morgan Stanley since 2018, and her prior work experience includes roles at Dormont Appliance, Swatch, and American Eagle Outfitters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 scenario modeling in its financial planning process.

James Ferrell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning tools and models to support client strategies.

Nicholas Feeney is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its process.

Katherine Minor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Her work history includes roles at Optum, Carnegie Mellon University, and XL Catlin. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dimitrios Dickos is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. His prior experience includes roles at the University of Cincinnati Center for Entrepreneurship and various recreational and camp organizations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to deliver tailored financial solutions.

Nice Nshuti is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has held roles at Uber and Resources for Human Development, where he continues to be involved outside the financial sector. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers.

Brooke Marzullo is a Series 66-registered advisor with Thrivent Investment Management, based in Pittsburgh, PA, with seven years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2018. Prior to her financial advisory career, she held roles in education with Loudoun County Public Schools and Franklin Regional School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics without discretionary trading authority.

James Ryan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 35 years and has operated James B. Ryan Insurance and Financial Services since 2012. Outside of advising, he serves as a high school basketball and baseball referee in Western Pennsylvania. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform that combines investment advice with other financial solutions.

John Schaefer is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Huntington National Bank, PNC Investments, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Erik Olson is a CFA® charterholder and Series 63 licensee with four years of industry experience. He currently works at Raymond James Financial and previously spent seven years at Bank of New York Mellon. Outside the firm, he is associated with Shorebridge Wealth Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Brandon Spayd is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and affiliated entities since 2023. Prior to his advisory roles, he was associated with the Naval Academy Athletic Association and the University of Alabama Birmingham. Outside of advisory work, he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Wendy Lukitsch is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and outcome modeling as part of its financial planning process.

Eric Nan is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment research.

Brendan York is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill, Bank of America, First Republic Securities, and various divisions of J.P. Morgan since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Kozar is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2020, he worked with Michael Sullivan, The Cypher Group, and Waddell & Reed, Inc. Outside of his advisory role, he is employed as a caregiver with BIG HEART HEALTH CARE LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with a focus on both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.