David Polachek is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he worked in education roles at Geneva College and the Ambridge School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers and offers ERISA fiduciary services through credentialed representatives.

Brandon Coppa is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Hefren Tillotson, RBC Capital Markets, LLC, and Equitable Advisors. Outside of his advisory role, Coppa serves as a board member and treasurer of the Clean and Sober Humans Association, a nonprofit organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

Chris Labrador is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he focuses on understanding his clients both financially and personally to assess their needs, risk tolerance, and future goals, aiming to assist them in achieving those objectives. His professional experience includes previous positions as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020, a Senior Financial Advisor and Team Leader at Huntington Investment Company from 2016 to 2017, and an Advisor Direct Financial Advisor at PNC Investments from 2013 to 2016. Outside of his professional work, Chris has interests in cars, family activities, movies, parenthood, photography, and traveling.

Mark Summers is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill Lynch and S&T Wealth Management. He is also employed as a financial advisor at Shorebridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal and public finance advisory work.

James Stager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, specializing in wealth management strategies and retirement planning. James works closely with high net worth individuals and business owners, focusing on helping them invest and preserve assets to achieve retirement and legacy goals. He holds a Bachelor of Arts degree in Economics with a minor in Anthropology from the College of William and Mary and earned an MBA with a concentration in strategic planning and finance from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. James has professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is active in his community and maintains involvement with his alma mater, serving on the College of William and Mary Reunion Committee. He is also engaged with several wildlife conservation organizations such as Ducks Unlimited and the Wild Sheep Foundation. In his personal time, he enjoys fishing, hunting, reading, traveling, and spending time with his family.

Suanne Schweinsberg is a Series 66-licensed financial advisor with Merrill in Upper Saint Clair, PA, bringing 22 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Inc. since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Constantine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Cetera since 2014 and also has experience with the First National Bank of Pennsylvania. Outside of his advisory role, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Paul Linn is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including PNC Investments, Citizens Securities, and Valic Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes an ESG eligibility framework, and offers broader derivatives and commodities capabilities.

Sonia Khanna is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. She previously worked at Thakar Financial LLC and Raymond James Financial Services, Inc. for six years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Elizabeth Gladden is a CFP®-designated financial advisor with Robert W. Baird & Co., bringing one year of industry experience. Prior to joining Baird, she worked at Hefren-Tillotson, Inc. and has a background that includes roles at Denison University, Allegheny West Magazine, and Mt Lebanon Municipality. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, leveraging manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Richard Knause is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 21 years at Cadaret, Grant & Co., Inc. Knause also conducts non-variable insurance and bookkeeping activities through Arthur/Kent, Inc., a business he has been involved with since 1997. 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 a broad range of financial planning and asset management solutions, utilizing a network of investment adviser representatives and various strategic and tactical investment options.

Benjamin Guffey is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, having worked at Equitable Advisors and its associated entities since 2025. Prior to his advisory role, he was involved with the Washington Wild Things and Shoot 360 in Pittsburgh. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm uses a combination of proprietary and third-party advisory models to tailor investment solutions based on client risk tolerance and goals.

Jake Nader is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and personal retirement planning. He works closely with individuals and families to understand their financial goals and provides tailored wealth planning strategies to help clients achieve meaningful financial outcomes. Jake and his team facilitate investment management, financial planning, and customized wealth strategies aligned with clients' priorities. Jake joined Merrill Lynch Wealth Management in 2025. Prior to this, he worked at an Elite Boutique Investment Bank and two Private Equity firms, focusing on investment procurement, financial due diligence, growth equity injections, and mergers and acquisitions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jake earned a Bachelor's degree in Finance and Economics from the University of Pittsburgh. Residing in Murrysville, Pennsylvania, Jake enjoys spending time with friends and family, as well as participating in activities such as basketball, chess, golfing, music, reading, running, scuba diving, skiing, and skydiving.

Simler Batcheler is a financial advisor with LPL Financial based in Aspinwall, PA, holding CFP® and ChFC® designations and over 40 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Trustmont Advisory Group and Trustmont Financial Group from 2012 to 2024, as well as at Osaic FS and Independent Advisers Group Corp. He also owns BAI TAX GROUP, a tax preparation and accounting 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, combining advisory services with a broad range of non-advisory financial products.

Jennifer Haggerty serves as a Private Wealth Advisor at Merrill Lynch Wealth Management. She is a founding member of the Duckworth Haggerty Group, a team she co-established in 2008 that now includes 17 professionals. Jennifer focuses on family wealth management strategies, legacy planning, and tax minimization, drawing from nearly 30 years of experience in the financial services industry. Prior to joining Merrill Lynch, Jennifer provided financial and tax advisory services at Ernst & Young and worked in the private trust department of a large commercial bank. She holds a Bachelor's degree in Economics from Indiana University of Pennsylvania and a Juris Doctorate from The Dickinson School of Law. Her professional designations include Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Jennifer is active with the Women's Leadership Council of the United Way of Southwestern Pennsylvania. She resides in the South Hills area of Pittsburgh with her husband, who is also a Financial Advisor at Merrill. They have five adult children and enjoy hiking, reading, spending time with family, and traveling.

Richard Smith Jr. is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and MSI Financial Services. Outside of advisory services, he is involved in offering accident and health insurance, disability insurance, and various annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing multiple programs and strategies supported by a complex affiliate network and private-equity ownership.

Francis Aiello is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at Edward Jones, Merrill Lynch, and Fisher Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides tailored retirement planning with ongoing advice focused on income sources and tax-aware withdrawal strategies.

Anna Machin is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. She has worked at several firms including Federated Investment Counseling and Commonwealth Financial Network. Outside of her advisory work, she serves as president of the Pittsburgh Stock and Bond Association, organizing educational events for the local financial community. UBS Financial Services offers brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Anthony Romani III is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation and having nine years of industry experience. He previously worked at Merrill and Bank of America and has been with J.P. Morgan entities since 2019. Outside of his advisory role, he is involved in managing several personal rental properties. J.P. Morgan Securities offers 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 to build model asset allocations and incorporates ESG criteria, with implementation supported by affiliated wealth management entities.

Christopher Hart is a financial advisor with J.P. Morgan Securities based in Pittsburgh, PA. He holds a Series 66 designation and has four years of industry experience, including roles at JPMorgan Chase Bank and JPMorgan Securities. His prior work history also includes positions at Johnson Controls and Olde Stonewall Golf Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.