Joshua Stein is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at NewEdge Advisors, LLC, Mid Atlantic Capital Corporation, and Mid Atlantic Financial Management, Inc. He is also the owner of Stein Time, LLC, a home-based business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management.

Scott Maidman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with financial planning and portfolio management services, helping them pursue their objectives through both traditional guidance and discretionary management of personalized or defined investment strategies. Scott has been with Merrill since 2007 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Finance from Kent State University and a Master of Business Administration in Corporate Finance from Robert Morris University. Outside of work, Scott enjoys participating in adventure sports, football, golfing, ice hockey, and skiing. When not in the office or meeting with clients, he is often attending youth sporting events for his children.

Gopalsamy Manoharan is a financial advisor at Stifel with 39 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2007. Outside of his advisory role, he serves on the investment committee for the Sri Venkateswara Temple trust fund, overseeing the selection and monitoring of outside money managers. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Christopher Clackson is a financial advisor at RBC Capital Markets with 12 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is involved in coaching youth and high school hockey teams in the Pittsburgh area. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, 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 and investment preferences.

Craig Peterson is a financial advisor with OSAIC in Canonsburg, PA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Eagle Strategies LLC, Transparent Financial Solutions, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Kanalis Jr. is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent 15 years at PennWest University (California University of PA). He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Katherine Minor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Her work history includes roles at Optum, Carnegie Mellon University, and XL Catlin. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Kozar is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2020, he worked with Michael Sullivan, The Cypher Group, and Waddell & Reed, Inc. Outside of his advisory role, he is employed as a caregiver with BIG HEART HEALTH CARE LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with a focus on both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Brian Friday is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with RBC Wealth Management, a division of RBC Capital Markets, where he has worked since 2015. Prior to that, he was employed at City National Bank from 2019 to 2023. Outside of his advisory work, he volunteers on the Advisory Communications Committee at the Spencer Family YMCA in Bethel Park, PA. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients' risk profiles through both in-house and third-party managers.

Cassandra Finley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2019. Outside of her advisory work, she serves as Treasurer and Dual Signor for the ZTA Wheeling Alumnae Chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Richard Weiss is a financial advisor at Ameriprise Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is involved in sports photography through his business, Richard Weiss Photography. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides clients with written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Kaitlyn Colditz is a CFP® professional with 10 years of industry experience, currently advising at Osaic Wealth, Inc. since 2024. She previously worked at Securities America Advisors and CVS Health. Colditz is also registered as a Notary Public in Pennsylvania, providing notary services to clients. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers a range of services including brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Christian Kelly is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. As a managing partner of The Kelly Group, he specializes in helping clients grow and preserve their wealth through customized strategies, focusing on investment selection, portfolio design, and risk management. Christian leverages the resources of Merrill Lynch and Bank of America to assist clients with various financial needs including lending, small business, and everyday banking, complementing their long-term financial plans. Prior to his current role, Christian gained technical experience working in Merrill's investment banking division in New York City, focusing on mergers and acquisitions, capital raising for corporate clients, and company valuation through market research. He holds multiple FINRA registrations, an insurance license, and several professional designations including Certified Plan Fiduciary Advisor®, Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Retirement Accredited Financial Advisor (RAFA). Christian graduated Magna Cum Laude from Claremont McKenna College with a bachelor's degree in Economics and received the Robert Day Scholarship. He currently resides in Pittsburgh and is involved with ethics-related community activities.

Amanda Battaglia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings a family-focused approach to financial advising, developed through early exposure to the profession as the daughter of Mark Battaglia, a longtime Merrill financial advisor. Amanda and her father provide comprehensive goals-based strategies that address clients' desires for themselves, their families, and their communities. Her expertise includes areas such as executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Amanda works closely with accomplished individuals and multigenerational clients, including business owners and active and retired athletes, often collaborating with specialists from Bank of America Private Bank and Bank of America. Amanda holds a Bachelor's degree from Pennsylvania State University and certifications including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). She is involved with the Brew House Association and the Western Pennsylvania Humane Society. Amanda lives in Mount Lebanon and enjoys activities such as football, hiking, horseback riding, ice hockey, music, reading, rock climbing, skiing, spending time with family, and traveling.

Shane Quinlan is a financial advisor at Charles Schwab in Mt. Lebanon, PA, with four years of industry experience. He has held roles at Charles Schwab since 2021 and previously worked at Lincoln Financial Distributors. Outside of finance, Quinlan has worked in hospitality and retail, including positions at Shandygaff Saloon and Target. Charles Schwab serves a large client base primarily consisting 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 mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Raphael Dick is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, previously employed by CCO Investment Services Corp from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions with both discretionary and non-discretionary management options, supported by research and model portfolios.

Chad Novotney is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Cooper is an investment advisor with LPL Financial based in Canonsburg, PA, holding Series 63 and 66 registrations and six years of industry experience. His prior roles include positions at Private Advisor Group, Northwest Bank, Citizens Securities, and service in the United States Army. He is also a notary public in Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisor representatives. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Fitzpatrick is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He has been with UBS Financial Services since 2016, currently based in Canonsburg, PA. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk profiles.

Jack Driscoll is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior work includes 14 years at Sagepoint Financial and long-term involvement with Travelers Insurance and his own family insurance and financial services firms. He also owns and operates several related businesses, including entities focused on tax preparation, accounting, and insurance services. OSAIC Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a varied investment approach that includes automated portfolio management tools and access to third-party money managers.