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.

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.

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.

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.

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.

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.

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 at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016. Prior to that, he was employed at Bank of America and Merrill from 2009 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers.

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 industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 the Series 63 and Series 66 designations and has worked previously at Cetera, Foresters Financial Services, and First Investors Corp. He serves as managing partner of Tri-Pointe Wealth Advisors, LLC and is a member of the Southwest Regional Chamber of Commerce. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Jeffrey Russo is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and affiliated entities since 2019, with prior experience at AllState Insurance Company. Outside of his advisory role, he serves as a board member for the Water and Sewage Municipal Authority for Plum Borough. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to various investment strategies and platforms.

Christian Barry is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, 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 combination of manager-traded and model-traded strategies.

August Malekovich is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fundamental Advantage, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Irene Elena Tyler is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2015. Outside of her advisory role, she serves as a notary public in Pittsburgh, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kevin Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL in 2024, he worked at Cetera and Benchmark Wealth Management, where he spent over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.