Rita Endler is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of her advisory role, she is involved with Waymaker Wealth Management, a separate business in Beaver, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports advisory programs and institutional portfolio management across a large network.

Nicholas Merandi is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. He has worked at various Charles Schwab entities since 2022 and previously held positions outside the financial industry, including roles with Green Cherry Organics and Meticulous Painting LLC. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research and alternative investment due diligence.

Michael Priola is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he owns and manages a small investment-related business, MBP OF CW LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services spanning from retirement and education planning to specialized areas such as business-owner transition and special-needs analysis.

Amit Grover is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Grover serves on the board of Girls Hope of Pittsburgh, a nonprofit focused on education and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s analyses and manages approximately $2.74 trillion in client assets.

Traci Conlon is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2014, accumulating 12 years of industry experience. She is based in Sewickley, PA. Outside of her financial advisory role, she is an owner of a rental property in Cranberry Township, PA. 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 nationwide network of advisors and branch offices.

Nicholas Toy is a CFP® and CFA® credentialed advisor with 24 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, and previously held roles at The Huntington Investment Company and U.S. Bancorp Advisors. Outside of his financial advisory work, he is a 40% owner of Early Bird Learning Center, where he participates in business decision-making and reviews financial records. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

William Mulvaney III is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 designation. He has professional experience primarily with Morgan Stanley and WESCO, totaling several years across multiple roles. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Stephanie Mckay is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked for 15 years at Hefren Tillotson, Inc. before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, leveraging a combination of in-house and third-party investment managers.

Michaele Mcnelis is a financial advisor with OSAIC in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. Outside of her advisory role, Michaele co-owns and manages real estate properties with her brother and serves as trustee for a family oil and gas lease trust that receives royalty income. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm utilizes model-based asset allocation and portfolio optimization, supporting multiple investment strategies and custodial arrangements.

Brian Eagon is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for Horn Creek Acres, Inc., an agriculture business in Butler, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Joy is a financial advisor with RBC Capital Markets in Sewickley, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, 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.

Diana Freedman is a financial advisor with Raymond James & Associates in Cranberry Township, PA. She holds the Series 66 designation and joined the firm in 2025. Prior to her career in finance, she worked with the Federal Bureau of Investigation and served at the Springdale Police Department. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research resources.

Lisa Hitchcock is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She has previously worked at Wells Fargo Clearing and PNC Wealth Management. She serves as treasurer for the North Hills Fast Pitch Softball Boosters in Pittsburgh. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Patrick Fanning is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. His prior work includes positions at Fort Pitt Capital Group, PNC Investments, 84 Lumber, and six years in the U.S. Army National Guard. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Quarture III is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cetera, Benchmark Financial Advisors, and PNC Wealth Management. He is also involved with Compass Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives, offering a range of financial planning and portfolio management services.

Karen Bostick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, Cetera Wealth Services, Transitions Wealth Management, Mars National Advisors, and Blue Vase Securities. She is also involved with Transitions Wealth Management as a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms while utilizing various advisory strategies supported by operational and research tools.

Karen Marshalwitz is a financial advisor with Merrill in Sewickley, PA, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Merrill since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Oster is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at GNC Inc., PFS Investments Inc., Ppg Industries, and Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of its investment models.

Michael Hytla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of his advisory role, he owns Hytla + Associates, LLC, which supports his business activities with Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

James Sporrer is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he serves as a financial secretary and officer for the Knights of Columbus Council, managing financial records and communications. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs and customizes investment strategies through a combination of in-house and third-party managers, offering various portfolio management and financial planning services.