Robert Mac Whinnie III is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his advisory career, he was a professional golfer for 12 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative, annual planning engagements.

William Minor is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously at UBS Financial Services Inc. from 2016 to 2020. Outside of his advisory role, Minor serves as an executive officer in the United States Marine Corps Reserve. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Donald Detts Jr. is a CFP® professional with 43 years of experience in the financial industry. He is currently with Ameriprise Financial Services, having previously worked at Wells Fargo Clearing, Janney Montgomery Scott, and Parker/Hunter Incorporated. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Marielise Fraioli is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in legal practice and held positions at Pilgrim Christakis, LLP, Lawrence Kamin, LLC, and Kaplan & Associates, LTD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alon Goldblum is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. Prior to his current role beginning in 2023, he has worked in various capacities including stints at Wigle Whiskey and as a college instructor at Drexel University, the University of Pittsburgh, and Duquesne University. Outside of finance, he contributes regularly to his family's restaurant business, The Forge, assisting with bartending and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies utilizing both in-house and third-party managers, along with access to alternative investments and integrated lending services.

Robert Blough Jr. is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Cetera in Houston, PA. He has been with Cetera and its related entities since 2009 and also operates Blough Financial Services, a financial services firm. Additionally, he is involved in insurance sales through Cincinnati Life Insurance Company. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to various third-party managers, overseeing more than $256 billion in assets with a network of over 10,000 advisors.

Philip Webb is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at Waddell & Reed, Citizens Securities, and Merrill. Webb is also involved with Good Life Advisors, LLC and Grandview Wealth Management, LLC, independent investment advisory firms he has operated alongside his LPL affiliation. 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 and model portfolio programs, leveraging its scale and a broad network of over 22,800 advisors.

Elizabeth Gladden is a CFP®-designated financial advisor with Robert W. Baird & Co., bringing one year of industry experience. Prior to joining Baird, she worked at Hefren-Tillotson, Inc. and has a background that includes roles at Denison University, Allegheny West Magazine, and Mt Lebanon Municipality. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, leveraging manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Jill Frye is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she is involved as a retail employee at a retail business. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to provide advisory services.

F. Marsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Marsh has been with Cetera and its affiliates since 2013. Outside of advisory work, he serves as chairman of the endowment committee for Lutheran Campus Ministry in Greater Pittsburgh and is a council member overseeing finances at First English Evangelical Lutheran Church. 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, operating a multi-manager platform with access to both affiliated and third-party managers and various program structures.

Kevin Gallagher is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Stifel since 2007 and is based in Bethel Park, PA. Outside of his advisory role, he serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individual and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Kevin Rose is a financial advisor with LPL Financial based in Finleyville, PA. He holds CFP® certification and has 31 years of industry experience. His prior experience includes roles at Triad Advisors, Inc. and Tower Square Securities, Inc. In addition to his advisory work, he prepares tax returns and is a licensed notary in Pennsylvania. 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 financial planning and investment management services supported by technology and a broad platform that includes advisory and non-advisory financial activities.

Stephen Patrick is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside his advisory work, he serves as a trustee of a family trust and acts as executor for his father’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Deron Donalson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson, Inc. for 14 years, PNC Wealth Management for 4 years, and J.J.B. Hilliard, W.L. Lyons, LLC for 1 year. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services, employing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Marc De Santis is a financial advisor at RBC Capital Markets with 16 years of industry experience. He has previously worked at Bank of America, Merrill, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Bethany Mitcheltree is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services from 2002 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

John Snyder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Cetera and its affiliates since 2007. Outside of advising, he is involved as waterfront staff at a YMCA family camp and is authoring a book on timeless principles and modern challenges. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize model portfolios, third-party managers, or custom strategies across various program structures and custodial relationships.

Janet Kirk is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding Series 63 and Series 65 licenses and with 47 years of industry experience. She has worked at RBC Capital Markets since 2015 and is also affiliated with City National Bank since 2017. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and tailored strategies based on each client’s risk profile.

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.