James Knause is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 49 years of industry experience. His prior work includes 31 years at Cadaret, Grant & Co., Inc., and over four decades with Arthur/Kent Inc. He is also involved in bookkeeping activities related to his investment business in Carnegie, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Michael Allen is a financial advisor with Wells Fargo Advisors in Pittsburg, PA. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Allen was associated with Commonwealth Financial Network and Laurel Financial Group, where he was also a co-owner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, offering clients access to various advisory and brokerage programs.

Joy Marshall is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to assist clients in evaluating their financial situations and identifying opportunities to better align their plans with their goals. She has been in this role since 2025. Prior to her current position, Joy worked as a Relationship Manager at Fidelity Investments in 2024. Before joining Fidelity, she gained experience as a Client Solutions Specialist at PNC Investments from 2022 to 2024 and began her career as a Personal Banker at PNC Bank from 2021 to 2022. Outside of her professional work, Joy has interests in art, badminton, painting, pets, swimming, and traveling.

Ralph Martin is a financial advisor with Ameriprise in Gibsonia, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that complements the work of its financial advisors.

Randel Morris is a CFP® professional with 41 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at JJB Hilliard WL Lyons LLC and Hilliard Lyons, with over a decade managing RGMO Management LLC. Outside of his advisory role, he has been involved in managing rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting services, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management strategies.

Emmett Licastri is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the non-investment-related Diplomat Wrestling Club, Inc. Equitable Advisors serves a broad range of individual and institutional clients, providing financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.

Jason Roney is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2004, including time at its predecessor, Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model combining advisory and brokerage/insurance channels.

Alena Ilyushyna is a Financial Advisor at Merrill Lynch Wealth Management, a role she assumed in 2024. She has accumulated over 10 years of experience at Merrill, serving professional practice clients, nonprofit organizations, and high net worth families. Her work involves guiding clients through various investment products and portfolio strategies tailored to their financial goals and life stages. As a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder, Alena emphasizes strong portfolio performance and risk management. She provides investment allocations suited to current market conditions, which can include individual stocks, bonds, and custom portfolios. Alena's background in the IT sector informs her interest in innovative market niches such as generative AI, internet-of-things, cloud computing, and electric vehicles. She offers clients access to insights from Merrill as well as banking and lending solutions from Bank of America. Alena earned both her Bachelor of Science and Master of Science degrees from Belarus State Economic University. She is also a member of Mensa International. In addition to her professional work, she has served on the boards of the Lubbock Symphony Orchestra and the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. Her community involvement includes support for Dress for Success. Personal interests include drawing, sketching, gardening, hiking, music, painting, and traveling.

Anthony Smulski is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Steven Trinkala is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm uses structured financial planning tools and delivers services through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Laura Gleghorn is a Series 66-licensed financial advisor with Merrill in Sewickley, PA, where she has worked since 2003. She has 24 years of industry experience. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hiede Broccoli is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and bringing 23 years of industry experience. Their career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to their current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm utilizes proprietary research and planning tools to develop recommendations, with clients deciding on implementation through various brokerage or advisory programs.

John Poppert is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he has worked as an independent contractor in graphic design. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Domenico Sciulli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at PNC Investments, PNC Bank, Citizens Securities, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG processes.

Eric N. Dunn is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the president of the Greencroft Condominium Association board and coaches a fitness program with Beachbody. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Deborah Hughes is the Senior Resident Director at Merrill. She joined Merrill in 2012 after over a decade in corporate finance and financial services, including eight years at Edward Jones. In her role, Deborah focuses on creating strategies designed to help clients meet their short- and long-term financial goals, specializing in retirement and estate planning services. Her approach to wealth management is consultative, objective, and client-focused. Deborah listens to and interprets clients' financial situations, preferences, and goals to explore a wide range of possible strategies using Merrill's resources. She is a qualified Portfolio Manager and manages her own Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Deborah holds a Bachelor of Science degree in Electrical Engineering from the University of South Carolina and a Master of Business Administration in Finance from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA). Outside of work, Deborah enjoys spending time with her family, gardening, cooking, golfing, and traveling. She also serves on the board of the PERSAD Center.

Ryan Hollenbach is a financial advisor with Cetera, holding a Series 66 designation and possessing 21 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.

Anita Manning is a financial advisor at Merrill with a Series 66 designation and over 36 years of industry experience, primarily at PNC before joining Merrill in 2025. She is based in Pittsburgh, PA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jacob Hancher is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Micah Larson and New Saint Andrew's College, as well as experience in the hospitality and retail sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, brokerage, insurance, and third-party asset management services, utilizing various program sponsors and managers to provide advisory and brokerage solutions.

Brian Beal is a Planning Consultant at Fidelity Investments, where he works with clients to assess their financial situations and identify opportunities that align their plans with their goals. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role in 2024. Outside of his professional work, Brian enjoys recreational activities including baseball, camping, hiking, running, soccer, and traveling.