Antonio Aiello is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 20 years. He is co-owner of A.B. Strategic Partners, LLC, a business entity unrelated to investment advisory services, and serves on the board of the Pine Richland Youth Center. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart strategies and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Seymour is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously served five years in the United States Navy. Seymour is also a lieutenant in the United States Naval Reserves, a role he began in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo research and tools.

Amy Riley is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 18 years of industry experience. She has worked at Robert Baird since 2022 and spent 22 years at Hefren Tillotson and Hefren-Tillotson, Inc. prior to that. Robert Baird & Co. is an institutional firm whose Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Tyler Bream is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Costco Wholesale from 2015 to 2017. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Peter Schlicht is a Series 66-licensed financial advisor with Ameriprise in Sewickley, PA, bringing 26 years of industry experience. He has been with Ameriprise and its related entities since 2012. Schlicht serves on the Board of Directors for the Valley Care Association and is President of its Board of Trustees, also holding the position of Secretary/Treasurer for the Valley Care Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through its large institutional platform.

Scott Fenwick is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he contributes to Fansided and works as a rideshare driver. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, third-party asset management, and brokerage and insurance products through an integrated platform that supports both advisory and brokerage channels.

Neda Fritz is a financial advisor with Ameriprise in Wexford, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise provides a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Kadilak Jr. is a CFP®-certified financial advisor with 43 years of industry experience. He is currently with Cetera and has held roles at Securian Financial Services and Minnesota Life Insurance Company. He serves on the advisory board of the Beaver Rehabilitation Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and approximately 800,000 clients across individual, corporate, charitable, and institutional segments. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Walter Mancing is a financial advisor with Stifel in Beaver, PA, holding a Series 66 credential and 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he is involved in writing and producing film and television screenplays, comic books, and novels through his joint ownership of Hammerspace LLC. Mancing also serves on the Board of Trustees and multiple committees at The Ellis School, a private K-12 girls’ school. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment methodologies and provides services ranging from financial planning to asset allocation guidance.

Michael Yoder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary options, with notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Bradley Tiche is a CFP® and ChFC® with 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory work, he is involved in agricultural operations through Muddy Creek Outdoor Ventures/Farm and holds ownership roles in several related business ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

David Pratti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he operates an insurance business under the name First Choice Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

John Kovel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors Corporation for 26 years. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Thomas Whelan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as treasurer for Locking Arms Mens Ministry in Bridgeville, PA, where he manages financial operations and supports ministry budgeting and fundraising. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ronald Paule is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and services, including financial planning and retirement plan consulting, supported by research and model portfolios.

Nicole Di Piero is a CFP® certificant with seven years of industry experience, currently affiliated with Charles Schwab. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016, with prior experience at PNC Bank NA. Charles Schwab & Co., Inc. serves a large client base consisting primarily 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 combination of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Brian Dick is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and American General since 2006. Outside of his advisory work, he serves as a board member for the North Hills Athletic Association, a youth softball organization, where he manages teams, provides instruction, and participates in fundraising activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, supported by a multi-manager platform and over $256 billion in assets under management.

Caitlin Doucette is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals focused on developing personalized financial plans for clients in the Pittsburgh area. She has held several roles within Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Financial Consultant from 2020 to 2022, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. Throughout her tenure at Fidelity, Caitlin has gained experience in client relationship management and financial consulting. She is committed to partnering with clients to meet their financial planning needs. Outside of her professional responsibilities, Caitlin enjoys camping, fitness, outdoor adventures, reading, tennis, and traveling.

James Wiltman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Wiltman serves as a board member of the Sewickley Zoning Hearing Board. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Mackie is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has worked at Hefren-Tillotson, Inc. since 2006 before joining Robert Baird & Co. in 2022. He 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. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and investment tools.