William Salem is a CFP® with 41 years of industry experience. He currently works at OSAIC and previously spent 14 years at Sagepoint Financial, Inc. and has held a position at General American Life Insurance since 1987. Salem also operates a tax preparation business as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios tailored to client risk tolerance and investment guidelines.

Brian Friday is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with RBC Wealth Management, a division of RBC Capital Markets, where he has worked since 2015. Prior to that, he was employed at City National Bank from 2019 to 2023. Outside of his advisory work, he volunteers on the Advisory Communications Committee at the Spencer Family YMCA in Bethel Park, PA. RBC Wealth Management 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, tailoring investment strategies to clients' risk profiles through both in-house and third-party managers.

Thomas Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Robert Baird & Co., Hefren-Tillotson, Avantax Investment Services, and Raymond James Financial Services. Outside of advisory work, he is involved in retail sales as Treasurer-Member of Best Feeds Garden Centers and operates as a CPA through Thomas C Pfeifer CPA. 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 through a network of independent financial professionals. The firm provides various investment implementation options across multiple custody platforms with discretionary and non-discretionary strategies, maintaining both proprietary model strategies and access to unaffiliated strategists.

Robert Cowan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Avantax in various capacities since 1992 and has been self-employed since 1976. Outside of his advisory work, Cowan owns and operates a tax preparation and accounting practice. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Bruce Haldeman is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2025, he spent 22 years at Cadaret Grant & Co Inc. and has operated Bruce R. Haldeman & Associates since 2003, which also involves non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Omar Chatha is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and was previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he is involved in real estate development through co-managing RRK, LLC and holds a minority interest in Pluto Holdings, which focuses on residential real estate development and rental. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and offers a variety of tailored investment programs supported by structured planning tools and firm-approved methodologies.

Cassandra Finley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2019. Outside of her advisory work, she serves as Treasurer and Dual Signor for the ZTA Wheeling Alumnae Chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Louis D'Angelo is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has held roles including owner of D'Angelo Financial Services, LLC, and involvement with the American Cancer Society. He serves on the investment committee for the nonprofit Manchester Bidwell Corporation and is also an author. 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, and institutional organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Kyle Baker is a Certified Financial Planner® with 25 years of industry experience, currently serving at Edward Jones since 2002. He holds the Series 66 designation and is based in Oakmont, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

John Holleran is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

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.

Laurie Harriger is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 63 designation and has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts, delivering investment guidance through multi-asset model portfolios and centralized operational support.

Ronald Prasad is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase Bank, and Fidelity National Financial. Outside of his advisory work, he has provided rideshare transportation services as an independent contractor for Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a diverse range of investment products.

Mark Vuono is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, LLC. Outside of his advisory work, Vuono coaches wrestling teams at his alma mater’s high school and middle school. 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 clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized offerings in municipal and public finance.

John Castello is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked in various roles including positions at Lantern Point Taverna and ThinkEquity LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory services, including tailored financial planning using structured discovery processes and firm-approved planning tools.

Wei Meng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Frederick Christof is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at PNC, M&T Bank, and BNY Mellon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Kaitlyn Colditz is a CFP® professional with 10 years of industry experience, currently advising at Osaic Wealth, Inc. since 2024. She previously worked at Securities America Advisors and CVS Health. Colditz is also registered as a Notary Public in Pennsylvania, providing notary services to clients. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers a range of services including brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.