Christopher Guandolo is a CFP® with 26 years of industry experience and is currently an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Janney Montgomery Scott for 18 years. Outside of his advisory role, he owns a small used-car dealership through an S-Corp he manages with his brother. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and incorporates analytical modeling and risk profiling in its advisory approach.

Shayna Deckman is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at PNC Financial Services Group and University of Pittsburgh. Merrill, along 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 investors, and charitable organizations.

Gennaro Marsico is a financial advisor with Raymond James & Associates, holding a Series 66 credential and offering 21 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, he is a partner in Tesera LLC, an LLC involved in owning undeveloped real estate for potential future development. 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, providing financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Emmett Santillo is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Outside of his advisory role, he serves as Chairperson on the three-member elected board for North Sewickley Township, where he participates in the water authority and planning commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mellor is a financial advisor with LPL Financial in Ambridge, PA, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Mischik is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC, JPMorgan Chase Bank NA, and JP Morgan Securities LLC before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Theresa Sims is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has been with Cetera Investment Advisors and related affiliates since 2016. Outside of her advisory role, Sims works as a licensed real estate agent and also engages in fixed life insurance sales independently. Cetera Investment Advisors is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform supporting discretionary and non-discretionary strategies, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Maria Corradi is a financial advisor with Raymond James Financial and holds the Series 66 designation. She has 10 years of industry experience, including a decade at Janney Montgomery Scott before joining Raymond James in 2025. She serves as a board member of the Beaver County Children & Youth Advisory Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jarrett Watson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bristol Capital Management LLC, Alan Lancz & Associates, Creighton University, and Cavallino Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jonathan Kelly is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Cellular Sales and AT&T. Kelly also engages in part-time sales of loan products and home services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing.

Carly Lyons is a financial advisor with Stifel in Beaver, PA, holding the Series 66 designation and bringing 23 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Janet Rinker is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at PNC Investments and PNC Bank. Outside of her advisory role, she is also an insurance agent and employee at Gratton & Kerr Financial Group LLC, providing insurance and advisory services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using advanced software tools and provides access to various investment and planning programs.