Gary Laird is a financial advisor at Thrivent Investment Management in Pittsburgh, PA, with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial services career, he was associated with Eden Christian Academy for 23 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm’s approach separates planning from managed-account programs, emphasizing ongoing reviews without discretionary trading authority.

Ghada Osta is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at multiple financial institutions, including PNC, Bank of America/Merrill Lynch, and Al Hilal Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Hutchinson is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of advisory work, he holds a majority ownership in HUTCHINSON GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Bridget Fouse is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DSF Wealth Management Group and New Pig Corporation. Outside of her advisory role, she serves as president of the Juniata Valley Girls Basketball Boosters and as vice-chair of the 4:12 Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Zachary Streno is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has prior experience at Federated Global Investment Management Corp. and related Federated entities from 2020 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, using investment research and algorithmic tools within a defined investment universe.

Robert Levalley is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as Vice President of the Dayton Ski and Board Club, where he helps plan and organize ski trips each winter. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Orlando Houston is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2011, previously working at Axa Advisors. Outside of advising, he is the owner of Square Compass LLC, a published book author, and serves as a board member of Kappa Alpha Pse Fraternity Inc. 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 managers and LPL programs. The firm operates a hybrid advisory and brokerage model, emphasizing tailored client plans and a combination of discretionary and non-discretionary investment management.

Martin Zimmel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He provides investment guidance to a select group of families, assisting them in making informed decisions to achieve their financial goals. Martin emphasizes building lasting relationships based on trust, integrity, and superior client service. His career in financial services spans over 15 years, including roles as Financial Consultant at Fidelity Investments from 2014 to 2019, Financial Specialist at PNC Investments from 2006 to 2014, and Financial Advisor at Morgan Stanley from 2005 to 2006. Outside of his professional work, Martin has interests in boating, cars, fishing, parenthood, traveling, and volunteering.

Christopher Marziotto is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Pruco Securities, and Crump Life Insurance Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services such as divorce planning and employer-sponsored programs.

Andrew Wallisch is a financial advisor with LPL Financial based in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James Financial Services and a year at AirBNB. He is also involved with FC Financial Services, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Derek Heuler is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Federated Global Investment Management Corp and related entities for over a decade, as well as at First National Bank of Pennsylvania. Heuler is also a wealth advisor for First National Trust Company and FNB Investment Advisors Inc, though he does not make investment decisions or participate in transaction execution. 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 multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party money managers, and a range of program structures supported by over 10,000 advisors and $256 billion in assets under management.

Alison Miller is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for five years and The Ayco Company, L.P./Mercer Allied for six years. Alison is based in Pittsburgh, PA. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jamie Patten is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 10 years before joining Osaic in 2025. Outside of his advisory role, Patten is an insurance agent offering various insurance products including health, disability, and fixed annuities, and he is a co-owner of a financial services LLC. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, and institutional entities through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Dara Ferchak is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been associated with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2000. Outside of advisory work, she owns Ferchak And Associates, an investment-related business, and works as a substitute teacher. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Rachel Yovich is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for seven years before joining Merrill in 2022. Outside of her advisory role, she is involved in Meet Bub, LLC, a family-owned farm agriculture business focused on raising animals and producing educational farming videos. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Mounce is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 credential and has worked at several firms including Raymond James Financial Services and Citizens Securities. In addition to his advisory role, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both discretionary and non-discretionary portfolio strategies across multiple platforms.

Kathleen Manickas is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Her prior roles include positions at Nellcom Technologies LLC and Cottrill, Arbutina & Associates. Outside of her advisory work, she is a parish council member of Kimisis Tis Theotokou Greek Orthodox Church. Raymond James & Associates 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Manjooran is a financial advisor with J.P. Morgan Securities based in Cranberry Township, PA. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to his current role, Manjooran worked at NYLIFE Securities LLC and New York Life Insurance Company from 2018 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

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.

Sara Yarosz is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Her prior roles include positions at Karageorge Wealth Management, Wells Fargo Advisors, and \u0026PARTNERS. Outside of finance, she has been employed at Morton's The Steakhouse since 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.