Daniel Morgano is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and PRUCO Securities, LLC. He has also worked in various capacities at Wildwood Country Club and Allegheny College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, trust custody services, and insurance products.

Thomas Walsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Avantax Insurance Agency and Avantax Advisory Services in prior roles. In addition to his advisory work, he is president of Thomas M Walsh & Associates, LLC, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various investment program options and discretionary and non-discretionary portfolio management services.

Julie Snyder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 10 years of industry experience. Her prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to her advisory work, she acts as an independent insurance agent for various companies. 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 a large network of financial professionals. The firm provides access to multiple platforms, unaffiliated third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Randolph Bodnar is a financial advisor at Merrill with 27 years of industry experience. He has held his current position since 2000 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roy Anderson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Cambridge since 2012 and previously spent three years with LPL Financial. Outside of advisory work, he owns Roy Anderson Enterprises Inc. and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Peter Coughlin is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at MDT Advisers, Federated investment entities, BNY Mellon, and JPMorgan Chase Bank. He serves as a board member and treasurer for Red's Locker, a nonprofit organization that provides sports equipment to underprivileged areas in Pittsburgh. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence and ESG frameworks, with implementation support from affiliated investment-management entities.

Kerry Campolong is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1994. In her role, Kerry focuses on assisting clients with building comprehensive wealth management strategies that address their individual needs, particularly in areas such as college education planning, personal retirement planning, and retirement income. With over 32 years of experience, Kerry utilizes her expertise to provide personalized attention and advice to individuals and families. Her approach begins with listening to her clients to understand their priorities, helping them make informed decisions and develop successful financial plans. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kerry earned her high school diploma from Paramus Catholic Girls High School. Outside of her professional work, Kerry enjoys music, spending time with her family, and watching movies. She participates in community involvement when able.

Morgan Gemondo is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining LPL Financial in 2025, he spent six years with Cambridge Investment Research. Outside of his advisory work, he has experience with Thomas Financial and previously worked at the Caldalzo Contemporary Dance Studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, including third-party asset management and institutional platforms.

Thomas Etzel is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has a background in accounting, operating his own CPA practice since 1993. Etzel is also the president and founder of The Foundation For Global Peace Building, a nonprofit organization, and a self-published author through his company Trailblazer Publishing LLC. Cetera Investment Advisers LLC provides a multi-manager investment platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Daniel Dee is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, BlackRock Investments, and earlier at Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary strategies developed by internal and third-party managers.

Jason Baer is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Davitt is a financial advisor with LPL Financial in Verona, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Citizens Securities and several other firms prior to joining LPL in 2020. Davitt is involved in Crowdcurring.com, a technology-related investment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Tina Giambanco is a CFP® with 27 years of industry experience, currently affiliated with Cetera in Pittsburgh, PA. Her prior experience includes roles at LPL Financial and M&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored 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 a variety of program structures and third-party managers.

Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at PNC Investments, Stifel Nicolaus & Co., and Merrill. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

John Harshman is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Citizens Securities Inc. and Clarfeld Financial Advisors, LLC. Outside of his advisory work, he serves on the investment committee for Claysville Sportsman's Club and holds board and committee roles with the Pittsburgh Cultural Trust and the BISA membership committee, as well as assisting as a soccer coach. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Beth Loop is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 2013 and holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luke Thompson is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including DSF Wealth Management Group and The Clouser Group. Outside of his advisory role, he also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Matthew Knight is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Rosalind Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Grove Point Advisors, H. Beck, Inc., and The Musuneggi Financial Group. Outside of her advisory work, she is employed by Stitch Fix. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of advisory and brokerage services supported by a large network of investment adviser representatives and a variety of investment platforms and strategies.

Matthew Shetler is the Senior Resident Director of the Merrill Lynch State College Office, where he serves in a dual role as both a financial advisor and a leader. He leads the DRSMK Wealth Management Group, which manages and coordinates the financial affairs of a select group of families, executives, business owners, companies, and individuals across 44 states. His work focuses on adding clarity and simplification to clients' financial lives and guiding them through various aspects of financial well-being with a team approach. He has been in the financial services industry since 2006 and rejoined Merrill Lynch Wealth Management in 2013. Prior to that, he worked in the Private Bank at Credit Suisse in New York City, advising and trading client portfolios, including domestic and international equities and listed options. Matthew is a graduate of Pennsylvania State University with a Bachelor's degree and holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Matthew is an active member of the community, sitting on various committees and serving as a board member of the Centre Region Estate Planning Council. He is also involved with the Tides Program. He lives in the State College area with his wife Lauren and their three children, Sloane, Benjamin, and Vivian.