Daniel Fitzpatrick is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He has been with UBS Financial Services since 2016, currently based in Canonsburg, PA. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk profiles.

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.

Robert Ricker is a financial advisor at Edward Jones in Irwin, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the United States Department of Veterans Affairs and served with the Blendon Township Police Department. He is also involved with Nostalgic Toys and Collectibles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jack Driscoll is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior work includes 14 years at Sagepoint Financial and long-term involvement with Travelers Insurance and his own family insurance and financial services firms. He also owns and operates several related businesses, including entities focused on tax preparation, accounting, and insurance services. OSAIC Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a varied investment approach that includes automated portfolio management tools and access to third-party money managers.

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.

Jeffrey Zora is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process employs modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options as part of its investment menu.

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 Series 66-credentialed financial advisor with eight years of industry experience, currently with Ameriprise Financial Services, LLC in Pittsburgh, PA. She has been with Ameriprise since 2017, including prior work with Ameriprise Financial Services Inc. before its transition. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

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®-certified financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Nathan is involved in non-variable insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm combines advisory and brokerage services through an integrated platform offering financial planning, model wealth portfolios, and access to third-party asset management.

Constance Bettis is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cambridge-related firms since 2015. 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 is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and both proprietary and third-party investment strategies.

Louis Rizzo is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with a family business entity used for administrative purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutional entities. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Wiles is a CFA® charterholder with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held roles at The AYCO Company, L.P./Mercer Allied and Rockhaven Capital Management, LLC. He is also a board member of the Mt. Lebanon Pension Investment Board and has been affiliated with Duquesne University since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a mix of proprietary and third-party strategies tailored to client objectives.

Ryan Kircher is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held positions at Coastal Energy and Water, Rent Right LLC, and has been involved with educational institutions including Florida Gold Coast University, Kent State University, and Plum Senior High School. Outside of his advisory work, he also has experience with Jr Upholstery and Blinds. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, partnering extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

David Headrick is a financial advisor at Ameriprise with 40 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor firms since 1985. Headrick also operates HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Carissa Larson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Equitable Advisors in 2023, she worked at PNC Bank, NA and PNC Capital Markets. 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 uses a hybrid referral and implementation model, leveraging external asset managers and offering both advisory and brokerage channels.

Winfield Smathers IV is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee for his grandfather’s irrevocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical and risk-profiling tools, alongside specialized municipal advisory services and employer consulting programs.

John Monahan is a CFP®-certified financial advisor with Wells Fargo Clearing, based in Pittsburgh, PA. He has one year of industry experience, including prior roles at BNY Mellon and involvement with Mystic Barrels. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mary Feduska is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining LPL Financial in 2023, she spent 14 years at Harvest Financial Corporation. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.