Mark Pittman is a CFP®-credentialed financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, offering services that cover diverse planning needs including retirement, education, and specialized areas such as business-owner transition and special-needs analysis.

John Sinclair II is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 designation and has worked previously at Cetera and Atlantic Financial Group. Sinclair is also involved in non-variable insurance sales, including fixed annuities, life insurance, long-term care, and disability insurance. 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 portfolios, third-party asset management, and institutional platforms.

Brennon Paik is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Tristate Financial Advisors, and JPMorgan Chase Bank, N.A. He has also been affiliated with the University of Pittsburgh in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Malcolm Walker Jr. is a financial advisor at Cetera with 29 years of industry experience and holds the ChFC® and Series 63 credentials. He previously worked at Commonwealth Financial Network and Kestra Investment Services. Outside of his advisory role, he is co-owner of a tax and accounting firm and serves as treasurer on multiple homeowners association boards. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Jodon is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Daniel Sutherland is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Youngblood Paving Inc and IA Construction. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Daniel Sherman is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected Township Auditor in Slippery Rock Township. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charities. The firm offers customized investment strategies through various advisory programs using a combination of in-house and third-party managers, with options for discretionary and non-discretionary portfolio management.

Alex Ferraccio is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, legacy planning, and retirement income. Alex works with individuals and families to navigate complex financial decisions through personalized advice and comprehensive planning, utilizing the resources of Merrill Lynch Wealth Management and Bank of America to coordinate investment management, retirement planning, education funding, lending solutions, and other financial aspects. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Alex earned his bachelor's degree from the Pennsylvania State University System. His approach focuses on understanding what matters most to each client in order to provide thoughtful guidance and build long-term relationships that adapt to clients' evolving priorities. Outside of his professional role, Alex enjoys biking, soccer, and tennis.

Christopher Balcerek is a CFP®-certified financial advisor with five years of industry experience, currently with UBS Financial Services in Sewickley, PA. His prior roles include positions at the Federal Reserve Bank of Dallas and Costco Wholesale. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor strategies based on proprietary research and model-based asset allocations.

Kurt Carlson is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds the CFP® and CFA® designations and has worked at Hefren-Tillotson, Inc. and Robert Baird & Co. prior to his current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by nationwide advisors and a range of portfolio management styles.

Chris Simakas is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley in various capacities since 2005, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, though clients are responsible for implementation and updates.

James Fitz Simmons is a financial advisor with LPL Financial in Monaca, PA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Lincoln Financial Securities and ADP and is the owner and producer at Beaver Valley Independent Insurance Group LLC. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

James Luckey is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. His career includes roles at Kestra Investment Services, Commonwealth Financial Network, and Excella Wealth Consulting. Outside of advisory work, he is involved with the Luckey Agency, Inc., focusing on payroll personal and commercial insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Keith Colonna Sr. is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, in addition to prior experience at Citigroup Global Markets dating back to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques in its financial planning process.

Bavneet Makkar is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Cranberry Township, PA. Prior to Schwab, he worked at TD Ameritrade and has experience in various roles including behavioral specialist work through Gene Cook Supports, where he assists a client with autism focusing on personal development and emotional expression. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts within a large, integrated operational framework.

James Reed is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held positions at LPL Financial since 2021 and previously worked with Gradient Securities and Five Points Frontier. Reed is part owner and agent at George A. Reed Insurance Agency, an insurance business he has been involved with since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, and supports advisors with research and operational tools across various investment strategies.

Mark Sekera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Schwab in 2020, he worked at TIAA and TIAA-CREF from 2013 to 2020. Outside of his advisory work, Sekera serves as a firefighter for the Cranberry Township Fire Department. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios, formal alternative-investment processes, and integrated brokerage, custody, and advisory services.

Michael Priola is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and was previously with Wells Fargo Clearing from 2016 to 2023. He is based in Cranberry Township, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Kyler Valecko is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to joining RBC, he was with Ibis Signs for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jeffrey Schmitt is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes eight years at UBS Financial Services and his current roles at City National Bank and RBC Capital Markets, both since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with discretionary and non-discretionary management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.