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 in Cranberry Township, Pennsylvania, holding Series 63 and Series 65 licenses and bringing 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 finance, he owns and operates a lawn care service business in Cabot, Pennsylvania. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports clients with custody and trade execution services through established partners.

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.

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 at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and 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 that raises funds to donate 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 analyses and enables clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

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.

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.

Thomas Boyer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He provides financial consulting services with a focus on understanding each client's unique planning needs and ensuring they feel heard, adhering to Fidelity's client commitment standards. Thomas has been with Fidelity Investments since 2018, holding several positions including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Associate, and Tax Exempt Market Associate II. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2017 to 2018. No information about his education, credentials, personal interests, or community involvement has been provided.

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.

Dylan Dluhos is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at AXA Advisors, Key Investment Services, KeyBank, and PNC Bank. Dluhos has been with Equitable Advisors since 2013, with a brief break between 2018 and 2019. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing various third-party advisory models and proprietary investment options.

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.

Douglas Richey is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Lincoln Financial Securities Corporation for 12 years and Summit Investment Advisors for 9 years. Outside of advisory work, he is involved with RD Marketing Group, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and institutions.

Ingrid Streich is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2016. She is also registered with Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagements and corporate financial planning agreements.

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.

Bernard Heigl III is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including The Huntington Investment Company, JPMorgan Chase Bank, and PNC Wealth Management. Outside of his advisory role, he is the owner of an LLC related to rental property management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Stephen Dristas is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at Energy Harbor, Wectec Staffing Services, and Rolls-Royce. Outside of finance, he is a partner and lead engineer at Seed Aquaponics, LLC, and has worked as a driver for Uber Technologies since 2017. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies from third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Timothy O'Brien is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Stratos Wealth Advisors and Federated Investors. Outside of his advisory role, he serves as secretary for a local Rotary International chapter and is a treasurer and board member for Pittsburgh Hires Veterans. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, providing a range of portfolio management options and both proprietary and third-party strategies tailored to client needs.

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.