John Callas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, he provides qualified plan consulting through J. Alexander Callas Qualified Plans Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Won Son Erdman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Raymond James in 2022, Erdman worked at Waldron Private Wealth and BNY Mellon Wealth Management. He serves as a committee member on the Executive Committee of the Alliance of Merger and Acquisition Advisors, where he helps plan educational events for members nationwide. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports municipal and public-finance work, and features advisory programs including a SIMPLE IRA Employer Advisory & Consulting Services program.

Leslie Craven is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, Craven serves on the Board of Directors for the Pine-Richland Opportunities Fund, a nonprofit focused on supporting local students. RBC Wealth Management, a division of RBC Capital Markets, offers financial planning, discretionary and non-discretionary portfolio management, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm customizes investment strategies to clients' risk profiles, utilizing a combination of in-house and third-party managers, with options for tax management and responsible investing.

Luke Mazur is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and small businesses such as Pittsburgh Pro Pressure Wash and Three Rivers Gutters. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Balliet is a CFP® professional with 17 years of industry experience. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2013. Balliet is also involved with Shorebridge Wealth Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and maintaining specialized services such as municipal and public-finance advising.

Stephen Warcholak is a financial advisor with Edward Jones in Ford City, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Beth Davis is a CFP® and holds a Series 66 license with 15 years of industry experience, all of which has been with Edward Jones since 2011. She is based in Freeport, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Mark Zonno is a financial advisor based in Pittsburgh, PA, affiliated with Cetera. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior work history includes roles at Dollar Bank, FSB, W&S Brokerage Services, Western & Southern Life, LPL Financial, Northwest Bank, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Harvey is a Series 66-licensed financial advisor with four years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research Inc. since 2019 and joined Duncan Financial Planning Advisors in 2026. Outside of advisory services, he works as an independent insurance agent through Duncan Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement advisory services. The firm offers a range of implementation options and proprietary and third-party model strategies, supported by institutional resources and compliance controls.

Nicholas Perini is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for six years. Outside of his advisory role, he owns a personal cryptocurrency investment activity focused on Ethereum and Cardano. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.