David Bousquet is a financial advisor at Edward Jones in Oakmont, PA, with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2021, he served at Cranesville Bible Church for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

John Kiger is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Keybank and Key Investment Services, LLC. Outside of his advisory work, he is the owner of Tiger Cards, a business that buys and sells sports cards and memorabilia through online platforms. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Karen Marshalwitz is a financial advisor with Merrill in Sewickley, PA, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Merrill since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Stroyne is a financial advisor at LPL Financial with Series 63 and 65 licenses and four years of industry experience. He previously worked at OSAIC and Securities America, Inc., among other firms. Outside of advising, he owns and operates LLCs focused on real estate acquisitions across the United States. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Robert Luksis Jr. is a financial advisor at OSAIC with 27 years of industry experience. He previously spent 25 years at Lincoln Financial Advisors Corp and has been self-employed since 1994. Luksis holds a Series 63 designation and also offers accident, health, disability income, and life insurance products as part of his business activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing, with portfolios including various asset classes managed on both discretionary and non-discretionary bases.

Christopher Cole is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Equitable Advisors since 2011 and also has experience with Axa Advisors, LLC. Outside of his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates. 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, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Drew Brown is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for 12 years. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Robert Blough is a financial advisor with Cetera in Houston, PA, holding a Series 63 designation and over 30 years of industry experience. He has been with Cetera and its affiliated entities since 2005. Outside of his advisory role, he serves as the board chairman and chairman of the budget and finance committee for First United Presbyterian Church of Houston, PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Richard Samolovitch is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant boys middle school volleyball coach. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Derek Durko is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Canonsburg, PA. He has less than one year of industry experience, having joined LPL Financial in 2026. Prior to this, he worked in roles at OfficeMax, Dick's Sporting Goods, and the Canon McMillan School District, and studied at Duquesne University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and financial planning services, leveraging model portfolios, third-party research, and technology-driven solutions.

Megan Mckinley is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and having 14 years of industry experience. She has worked with Pfs Investments Inc since 2012 and Primerica Financial Services since 2011. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and relying on third-party asset managers for portfolio strategies.

Susan Marshall is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 designations. She has 38 years of industry experience, including previous roles at JJB Hilliard WL Lyons LLC and PNC Investments. She serves as a board member and leads discussion groups for the Southpointe Chamber in Canonsburg, PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic partnerships.

Licia Mclaughlin is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Zachary Laniewicz is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop financial plans tailored to their individual lifestyles and goals. He emphasizes understanding each client's unique personal and financial circumstances. Zachary has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Peter Greb is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined his mother's practice in 2012. He specializes in developing wealth management strategies that help clients achieve their financial goals, with a focus on family wealth management, legacy planning, managing new wealth, and personal retirement planning. Additionally, Peter manages 401(k) plans for business owners and conducts employee education meetings. Peter graduated from John Carroll University with a bachelor's degree in accountancy. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He was born and raised in Pittsburgh and attended Central Catholic High School. Outside of his professional career, Peter serves on the Partners Board of the Pittsburgh Cultural Trust and the Pittsburgh chapter of the John Carroll University Alumni Association. He lives in Mt. Lebanon with his wife, Emily, their children Julia and Connor, and their dog Reilly. His personal interests include ice hockey, music, spending time with family, and watching movies.

Adam Goetz is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services, Inc. since 2000. Outside of advisory services, he is also involved in sales of life and fixed annuities. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs, including wrap accounts and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved tools to analyze client goals.

Thomas Miller is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds the Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and economic modeling.

Robert Kanters is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Elliot Coffey is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory role, Coffey serves as a radio host and on-air panelist for Baylor University football broadcasts. Fisher Investments provides discretionary portfolio management services to institutional and private clients worldwide, utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios. The firm offers sub-advisory and retirement plan services and manages a variety of separate accounts and pooled investment vehicles.

Matthew Baculik is a financial advisor with Edward Jones in Washington, PA, holding a Series 66 designation and six years of industry experience. His career includes prior roles at State Farm Insurance and Baculik Insurance Group – Nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.