Andrew Wallisch is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Raymond James Financial Services and AirBNB. Wallisch also operates FC Financial Services, an entity linked to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors utilizing a range of strategic and tactical investment approaches.

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 Wealth, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years and MSI Financial Services, Inc. for 5 years. Patten is also an insurance agent offering various fixed and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and offers a wide range of managed portfolio programs and third-party manager options.

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 Series 66 licensed financial advisor with six years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Raymond James Financial Services and Citizens Securities, among others. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and a network of thousands of financial professionals.

Susan Duffy is a financial advisor at Merrill based in Pittsburgh, PA. She holds the Series 66 designation and has prior experience with Huntington Private Bank and PNC Wealth Management. 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 a range of clients including individuals, high-net-worth clients, and institutions.

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 at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2020. Prior to that, he worked at NYLIFE Securities LLC and New York Life Insurance Company from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Carben is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and Primerica Financial Services since 2006, alongside roles at AK Steel Cora and Applied Industrial Tech. Outside of his advisory role, he owns and operates Carben Services, a lawn care business in Cabot, Pennsylvania. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

Sara Yarosz is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at \u0026PARTNERS, Wells Fargo Advisors, Karageorge Wealth Management (Raymond James), and Northwestern Mutual. Outside of finance, she has worked at Morton's The Steakhouse and has experience in education with roles at Franklin University, Ohio University, and Toronto High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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 previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Sciulli is involved with Health Benefits Group and Three Rivers Health Benefits, LLC, which offer health insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

James Alderson is a Series 66 credentialed financial advisor with seven years of industry experience. He currently works at Robert Baird & Co., where he has been since 2022, and previously spent five years at Hefren Tillotson. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies with ongoing oversight from home-office investment professionals.

Heath Kaydo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Kaydo serves as a board member for Al’s Bike Drive, a nonprofit organization that donates bicycles to the Marine’s Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jason Pettner is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. He previously worked for CSM Advisors, LLC and C.S. McKee, LP for eight years combined, as well as Hefren-Tillotson, Inc. He attended Penn State University for four years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a variety 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® professional with 32 years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include extensive tenures at Securities America Advisors and Next Financial Group. He is president of Canella Insurance Agency, Inc., where he oversees sales and service of fixed insurance products, and teaches financial education courses at a local community college. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, and is noted for its scale, recent consolidation efforts, and complex affiliate network.

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.

Hunter Anderson is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at First National Bank of Pennsylvania and Aldi USA. Outside of advising, he was involved with Pennsylvania State University’s Residence Life and Smeal School of Business Career Center. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and programs.