Michael Carben is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and holds additional roles with AK Steel Cora and Applied Industrial Tech. Outside of his financial advisory work, he owns and operates Carben Services, a lawn care business in Cabot, Pennsylvania. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports advisory services through a large network of advisors across many offices.

Anthony Sciulli is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and joined LPL Enterprise in 2024. Sciulli is also involved with health benefits businesses, including Three Rivers Health Benefits, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and integrated insurance products.

James Alderson is a financial advisor with Robert Baird & Co. in Pittsburgh, PA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Robert Baird & Co., he worked at Hefren Tillotson. Robert Baird & Co.’s DDK Group, where Alderson is based, operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services using a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools such as artificial intelligence.

Jason Pettner is a financial advisor with Raymond James & Associates holding the Series 66 designation. He has experience at several firms including CSM Advisors, LLC, C.S. McKee, LP, and Hefren-Tillotson, Inc. He also spent four years at Penn State University. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Jessica Sidary Lepore is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank and PNC Investments from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sarvey Canella is a CFP®-designated financial advisor with over 32 years of industry experience. He has worked at OSAIC since 2024 and previously spent 14 years at Securities America Advisors and Securities America Inc. Canella is president of Canella Insurance Agency, Inc., which focuses on fixed insurance products, and he teaches financial education classes at a local community college. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services through a wide network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes, offering both discretionary and non-discretionary management options.

Michael Goodworth is a Wealth Management Advisor and managing partner of Craig-Goodworth & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Michael is focused on strengthening existing client relationships while cultivating new opportunities, and he applies strategic decisions informed by ongoing market developments to optimize client outcomes. With over two decades of experience, Michael provides a personalized approach to wealth management, prioritizing an understanding of clients' ambitions to tailor plans that support both short and long-term financial goals. He holds a Bachelor's Degree from Penn State University and maintains several FINRA registrations including Series 7, 31, 63, and 65. Additionally, he has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Michael spends time with his wife Heather and their four children. His personal interests include biking, gardening, and skiing.

Michael Wargo is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 registrations and over 31 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory role, he is involved with Rotary International District 7300, the Monroeville Foundation, and the Ohio State Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services supported by in-house and third-party research.

Hunter Anderson is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Prior to his current role, he held various positions including roles at Aldi USA, First National Bank of Pennsylvania, and Pennsylvania State University. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizons.

Dylan Dluhos is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at AXA Advisors, Key Investment Services, KeyBank, and PNC Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Michael Flickinger is a CFA® charterholder with two years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at BNY Mellon Wealth Management and BNY Mellon. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers various investment implementation options and maintains both proprietary and unaffiliated model strategies.

Michael Carretta is a CFP® professional with over 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 26 years. Outside of his advisory role, Carretta serves on the Board of Directors for the Clear Thoughts Foundation, teaches retirement planning courses part-time at Robert Morris University, and provides pro bono financial guidance through the CFP Board Wings for Widows program. Ameriprise is an institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic automation to support tailored retirement income recommendations.

Douglas Richey is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Lincoln Financial Securities Corporation. Outside of his primary advisory role, he is involved with RD Marketing Group, a non-variable insurance business. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Stephen Lucas is a financial advisor with Cambridge Investment Research Advisors in Mars, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2016. Outside of his advisory role, he operates an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Stephen Dristas is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His background includes roles at Energy Harbor, Wectec Staffing Services, and Rolls-Royce. Outside of advising, he is a partner and lead engineer at Seed Aquaponics, LLC, and works as a driver for Uber. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Timothy O’Brien is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 14 years of industry experience. His prior firms include Stratos Wealth Advisors, TD Ameritrade, and Federated Investors. Outside of advising, he serves as secretary of the Rotary International Cranberry Sunrise chapter and as treasurer for Pittsburgh Hires Veterans. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary portfolio strategies across multiple platforms.

Melinda Roman is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Morgan Stanley since 2024, following six years at Merrill and nine years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources as part of its services.

Jenna Verbosky is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at UBS Financial Services since 2020 and previously spent 12 years at Ameriprise Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets solutions.

Belynda Slaugenhaupt is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, she worked at Hefren Tillotson, Inc. for 26 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and other wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts, tax management, and model-traded SMAs, supported by internal research and artificial intelligence tools.

Timothy Seabolt is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.