Mitchell Mulqueen is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at the University of Pittsburgh and North Canton High School. Outside of his advisory role, he is also engaged in ridesharing and food delivery services with Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Michael Brown is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. His work history includes prior roles at several Federated affiliates and a period of academic involvement at Duquesne University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with fiduciary financial planning and portfolio management. The firm operates with institutional trading capabilities and a broad service platform that includes custody, underwriting, and securities-backed lending programs.

Kyle Bero is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously with Axa Advisors, LLC, as well as Nemacolin Woodlands Resort. Outside of his advisory role, he is the owner of KKB & Associates, a non-investment business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to provide tailored investment solutions.

Jacob Cuthbert is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed, Educo Advisor Group, and FPA of Pittsburgh. He serves as a part-time instructor at the College for Financial Planning and sits on the board of the Mon Valley Alliance, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both firm research and third-party strategies, supported by extensive operational tools.

Amanda Swick is a Series 66-licensed financial advisor with four years of industry experience. She currently works at Morgan Stanley and previously held roles at Raymond James & Associates, Merrill, and TIAA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates.

Benjamin Gongaware is a financial advisor at UBS Financial Services with six years of industry experience. He has been with UBS since 2018 and previously worked at MACRO Clinical Research at the University of Pittsburgh. He teaches a six-week course on general financial information to senior citizens through the Osher Lifelong Learning Institute at Carnegie Mellon University. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

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.

Derek Durko is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Financial, he worked in various roles including positions at OfficeMax and Dick's Sporting Goods, as well as experience in education with Duquesne University and Canon McMillan School District. 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

David Schwartz is a Series 66-licensed advisor at RBC Capital Markets with nine years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

David Galardini is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at several major firms, including Merrill, Morgan Stanley, and Citigroup Global Markets, before joining RBC Capital Markets in 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management strategies, combining in-house and third-party investment managers alongside integrated capital markets capabilities.

Lacey Thurner is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with UBS Financial Services in Canonsburg, PA since 2015. Outside of her advisory role, she performs as a singer in a local cover band that plays live music at various venues. UBS Financial Services serves individual, corporate, and institutional clients with offerings that include brokerage, investment advisory, and wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Niko Iacono is a Series 66-registered financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, he worked for Crowe LLP for three years and was affiliated with Indiana University - Bloomington for five years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

David Warholak is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016, previously spending six years with Morgan Stanley and one year with Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Kelly Sullivan is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Steven Hicks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial and Foresters Advisory Services LLC for a combined 24 years. Outside of his advisory role, Hicks serves as an advisory board member for White Oaks Assisted Living and is active with the Lost Creek United Methodist Church and Lost Creek Lions Club in various administrative and leadership capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

William Spero is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Foresters Financial Services, and First Investors Corp. He is a managing partner at Tri-Pointe Wealth Advisors, LLC, and is a member of the Southwest Regional Chamber of Commerce. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Jeffrey Russo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 36 years of industry experience. His prior work includes roles at Citizens Securities, Inc. and AllState Insurance Company. He serves as a board member for the Water and Sewage Municipal Authority for Plum Borough, where he participates in decisions on budgets, projects, and facility management. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers through a multi-manager platform.

August Malekovich is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Fundamental Advantage and Waddell & Reed, Inc. He has also been involved with various insurance carriers and operated Malekovich Properties for 18 years. 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, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

Irene Elena Tyler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets. Outside of her advisory role, she is a notary public in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, relying on research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Kevin Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cetera and Benchmark Wealth Management, where he served for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technological tools for research and operations.