James Spangler is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 designation and has worked at OSAIC since 2024, following 15 years at Securities America Inc. and Securities America Advisors, Inc., and two years at MSI Financial Services, Inc. In addition to his advisory role, he is involved with Spectrum Financial Planning Group, focusing on fixed life insurance, disability insurance, long-term care insurance, and fixed annuity sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm delivers brokerage and advisory services through various programs, leveraging model-based asset allocation and portfolio optimization supported by technology and third-party manager options.

Joshua Knapp is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and previously worked for 16 years at Hefren Tillotson, Inc. Outside of his advisory role, he is the owner of Fonts Fishing Lures, a small business focused on designing and distributing fishing lures. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research and a blend of manager-traded and model-traded strategies.

Zachary Krial is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His previous roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. He owns a home with two livable units, residing in one and renting the other. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing infrastructure.

Tony Bianco is a Financial Consultant based in Pittsburgh. He currently serves as a Relationship Manager at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2023 to 2024, and has experience as a Retirement Plan Consultant at Corebridge Financial from 2022 to 2023. He also served as an Investment Advisor Representative at Osaic Wealth from 2020 to 2022. Throughout his career, Tony has focused on assisting clients with their financial planning needs to help them work toward their goals. Outside of his professional work, he spends time on the pickleball court and enjoys a variety of personal interests including boating, camping, fitness, scuba diving, soccer, and traveling.

Robert Singer is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a wealth management firm serving over four million 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.

Michelle Mahan is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she works closely with high net worth clients to develop financial plans, introducing investment and income strategies to help pursue their individual short and long term goals. She aims to collaborate with clients to create plans that encourage intelligent risk-taking to support a long retirement. Michelle has been with Fidelity Investments since 2004, holding various roles including Vice President, Financial Consultant (2016-2021), Financial Consultant (2011-2016), Investments Consultant (2006-2011), Relationship Manager (2005-2006), and Financial Representative (2004-2005). Prior to joining Fidelity, she worked as a Bank Teller at RBC Centura Bank in 2004.

Casey Craig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at Mass Mutual Investors Services, Massmutual, Cambridge Investment Research Advisors, and Securian Financial Services. Outside of his advisory work, he owns Highlander Sports LLC, a business based in Washington, DC. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by advanced operational tools.

Colin Jonov is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is a licensed advisor dedicated to helping clients maximize their relationship with Fidelity by identifying and addressing any gaps in their current financial strategies. Colin has accumulated experience in various roles at Fidelity Investments, including Investment Consultant since 2024, Planning Consultant from 2021 to 2024, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. His expertise encompasses financial planning and investment consulting. Outside of his professional work, Colin enjoys family activities, fitness, football, golf, outdoor adventures, and parenthood.

Robert Chiocca is a financial advisor at Charles Schwab with 33 years of industry experience. He has been with Charles Schwab since 1993 and has additionally worked at Charles Schwab Bank, SSB since 2005. He holds a Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a range of multi-asset model portfolios supported by research and due diligence on alternative investments.

Ian Davison is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Amanda Tapager is a financial advisor at Edward Jones in Butler, PA, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at SRU Federal Credit Union and Concordia Lutheran Ministries, as well as periods as a full-time student. Edward Jones is a full-service wealth management firm serving over four million 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Shoemaker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Prior to joining LPL in 2024, he worked at Edward Jones for six years and has additional experience at Sherwin Williams and GlaxoSmithKline. He is also associated with Shoemaker Investment Group, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alexander Shortreed currently serves as a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who work with clients to support their financial goals. Prior to this, he held positions at Fidelity Investments as a Planning Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Earlier in his career, he worked as a Financial Planning Assistant at Ameriprise from 2017 to 2021. Throughout his career, Alexander has gained experience in financial planning and client relationship management. Outside of his professional responsibilities, he enjoys spending time with friends, participating in social events, and engaging in activities such as golf, hiking, movies, music, and snowboarding.

Shelley Scalise is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in the financial services industry, having worked in various advisory roles since 1999. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2015 to 2020, Vice President Financial Advisor at First Niagara between 2010 and 2015, Financial Consultant at PNC during 2009 to 2010, Retail Investment Officer at NatCity Investments from 2003 to 2009, and Financial Advisor at Hilliard Lyons Asset Management from 1999 to 2003. Throughout her career, Shelley has focused on collaborating with clients to create financial plans that are clear and tailored to their unique circumstances. She emphasizes understanding her clients' values to make the financial planning process more accessible and aligned with their goals.

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 22 years of industry experience. He worked previously at Waddell & Reed from 2005 to 2013 before joining LPL Financial, where he has been since 2013. Devlin also operates Goodlife Financial Group, LLC. 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 supports its network of over 22,800 advisors with a range of investment management strategies, including model portfolios, third-party subadvisors, and customized approaches, alongside various non-advisory financial products and services.