Brian Donley is a CFP® professional at LPL Financial with 30 years of industry experience. He has held roles at Summit Wealth Advisors, Lincoln Financial Securities Corporation, and Summit Investment Advisors prior to joining LPL in 2020. Outside of his advisory work, Donley serves as a board member for Capital City Brewing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Gregory Smith is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked in advisory roles at Fidelity Investments and Fidelity Investments FMR since 2022, and previously held positions at Merit Financial Advisors and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Chad Ferri serves as the Resident Director at Merrill, where he and his team provide a comprehensive range of financial advisory services. His role focuses on working with individuals and families to simplify their financial lives, optimize resources, and build successful futures. Chad aims to establish deep and genuine connections with his clients, becoming a primary point of contact for their financial endeavors. Chad began his career at Merrill in 2019 as an intern with the McLaughlin-Heckmann Team. He spent time in the downtown Pittsburgh office working with multiple financial advising teams across the market, developing client and account servicing skills. He returned to Greensburg and joined the Financial Advisor Program in 2022 to deepen relationships with clients and expand connections with prospective clients. His expertise includes family wealth management strategies, personal retirement planning, and retirement income. A 2019 graduate of Saint Vincent College, Chad holds a Bachelor of Science degree in Finance – Investment Management. He carries the Personal Investment Advisor (PIA) professional designation and participates in the Saint Vincent College Alumni Council. Outside of work, Chad enjoys traveling, boating, spending time with his nephews, and caring for his houseplant collection.

Crey Keitzer is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2013. Prior to this, he spent 10 years at Stratos Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management options, combining customized strategies with access to third-party asset managers and technology tools.

Steven Sanders is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has worked with Cetera and its affiliates since 2026 and was previously associated with Osaic Wealth, Inc. and Sanders Smith Limited for extended periods. His activities include providing investment management, financial planning, and offering traditional insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization techniques and offers both brokerage and advisory services across various programs, supported by a complex network of affiliated entities.

Christopher Crayton is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research, Cantella & Co., Raymond James Financial Services, and Commonwealth Financial Network. Crayton is involved with J Cubed Financial Advisory Group, Inc., a business related to his LPL activities. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, retirement advice, and institutional platforms, supporting a large network of advisors with a broad range of investment solutions.

Mark Belschner is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, he owns MCB Financial, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services supported by Wells Fargo research and planning tools.

Deborah Caley is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Wachovia Securities, LLC since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models, managing approximately $2.74 trillion in client assets.

James Meredith is a financial advisor with Robert Baird & Co., holding the PFS™ designation and Series 63 license. He has 48 years of industry experience, including 44 years at Hefren Tillotson, Inc. prior to joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm utilizes a range of portfolio management strategies and combines internal research and external partnerships to provide integrated wealth advisory services.

Tammy Baumgarten is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch and R Wine Cellar. Outside of finance, she has experience in the hospitality industry, including a role at Hyde Park Prime Steakhouse. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Ty Hosler is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Steel River Techs and Johnston Painting & Decorating. Outside of his advisory role, he is the owner of Drifters Lacrosse Club, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Kyle Walchli is a CFP® professional with eight years of industry experience. He is currently an advisor at Ameriprise in Mount Lebanon, PA, having previously worked at The Huntington Investment Company, J.P. Morgan Securities, and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.

Paul Lang is a CFP® with eight years of industry experience. He is currently with Stifel and has previously worked at Federated Investment Counseling and PNC Bank. He is based in Pittsburgh, PA. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

John Tarquinio is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not offer individual security recommendations within its standalone planning services.

Kaivon Maknoon is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wachovia Bank, N.A. starting in 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Trevor Young is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, and MSI Financial Services. Outside of his advisory work, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alannah Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at The Vanguard Group, Old Navy, and involvement in educational institutions such as The Scranton School for Deaf and Hard-of-Hearing Children and Florida International University. Outside of her advising duties, she coordinates seasonal market events for a local management consulting firm. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

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 Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Citizens, PNC, MB Healthcare Inc, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Christopher Hutchinson is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has previously worked at Wells Fargo Clearing, Ameriprise, and A. G. Edwards & Sons, Inc. He holds Series 63 and Series 65 licenses and is based in Cranberry Township, PA. Outside of his advisory role, he has ownership in HUTCHINSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.