Peter Strope is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at UBS Financial Services since 2010. He also holds Series 63 and Series 65 licenses. In addition to his advisory role, he teaches at the University of Pittsburgh. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets offerings.

Heather Mullinix is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently with OSAIC and previously worked at Lincoln Financial Advisors for 21 years, as well as Wells Fargo Clearing and Prudential Equity Group. Outside of her advisory role, she is involved in a retail flower and gift business owned by her spouse. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm uses a model-based investment process with tools such as risk-tolerance assessments and portfolio optimization, and supports a range of account types including discretionary and advisor-managed portfolios.

Kaitlyn Dizon is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Baird since 2022, following roles at Hefren Tillotson and FlexScreen. Outside of her advisory work, she coaches varsity girls basketball at Belle Vernon Area High School. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations using a range of portfolio management and financial planning services. The firm employs a combination of manager-traded and model-traded strategies alongside tax management and internal research tools.

David Priore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2013 and also works with Century Heritage Federal Credit Union, where he assists with marketing initiatives. His background includes ten years at CUNA Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technological tools to support its extensive network of advisors.

Melanie Illar is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with UBS Financial Services from 2012 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at several firms, including Medallion Financial Distributors and Cetera Advisors LLC. Outside of his advisory work, he coordinates an annual study group meeting and is involved with multiple financial and advisory entities that he owns or represents. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Kristen Hull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include 11 years at Lincoln Financial Advisors Corp. and current positions with Duncan Financial Planning Advisors and Cambridge Investment Research entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Michael Smith is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Vantage Financial Group and Walnut Street Securities. He also serves as secretary of a nonprofit organization where he manages communications and event announcements. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Victoria Klacik is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel since 2019 and previously spent thirteen years at UPMC. Klacik serves as a board member for the Baldwin Manor Association, a local neighborhood park in Pittsburgh. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Jessica Tokay is a financial advisor with Ameriprise in Pleasant Hills, PA. She holds a Series 66 designation and has experience spanning several roles since 2016, including positions at Finance of America, NQM Funding, and Key Performance Consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Stein is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at NewEdge Advisors, Mid Atlantic Capital Corporation, and Ameriprise, among others. Stein is also the owner of Stein Time, LLC, a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jose Rizal Pangilinan is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Waddell & Reed and has been involved with Good Life Advisors, LLC since 2018. Pangilinan also participates in BNI Western Pennsylvania, a networking organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a wide range of investment strategies and operational tools.

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.

Christopher Clackson is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and 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. RBC Wealth Management, a division of RBC Capital Markets, 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 using both in-house and third-party investment managers.

Craig Peterson is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

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.

James Ryan is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including 35 years at Pruco Securities, LLC, and has operated his own insurance and financial services business since 2012. Outside of his advisory work, he serves as a high school basketball and baseball official in Western Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance product sales through affiliated entities.

Brandon Spayd is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and affiliated entities since 2023. Prior to his advisory roles, he was associated with the Naval Academy Athletic Association and the University of Alabama Birmingham. Outside of advisory work, he is involved in the sale of fixed insurance products. 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 with a variety of investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

John Kozar is a financial advisor with LPL Financial based in Cannonsburg, PA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at Waddell & Reed, Ameriprise, Merrill, and The Cypher Group. Outside of his advisory work, he is employed as a caregiver at Big Heart Health Care LLC. 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 and access to third-party asset management, employing a combination of model portfolios, subadvisors, and customized strategies.