Justin Aughinbaugh is a CFP® professional with five years of industry experience, currently associated with LPL Financial in Seven Fields, PA. His prior experience includes roles at VLN Partners and several advisory firms since 2016. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, operating through a large network of investment adviser representatives.

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. His prior work includes roles 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 provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

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.

Logan Nash is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining LPL Enterprise, Nash worked at Uber and has academic and teaching experience at the University of Pittsburgh and North Hills High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services.

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 in Wexford, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he operates an insurance business under the name First Choice Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party program sponsors to deliver customized investment solutions.

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 licenses and bringing 22 years of industry experience. He previously worked at Edward Jones for 15 years and Waddell & Reed for 2 years before joining LPL Financial in 2024. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a broad spectrum of investment options.

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 bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. In addition to his advisory role, Wiltman serves as a board member of the Sewickley Zoning Hearing Board. 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 from Wells Fargo Investment Institute and third-party sources.

John Mackie is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Hefren Tillotson, Inc. for 16 years 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 and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a range of advisory strategies, including discretionary and non-discretionary portfolio management and separately managed accounts, supported by internal research and manager monitoring.

Dylan John is a Series 66-licensed financial advisor with LPL Enterprise LLC, based in Cranberry Township, PA. He has one year of industry experience and has concurrently maintained outside employment at Lindy's Automotive Warehouse since 2017. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

James Meredith is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022, following a 19-year tenure at Hefren Tillotson, Inc. Outside of his advisory role, Meredith is a lecturer at Saint Vincent College, where he teaches a CFA Level 1 prep course to business students. He also serves as a troop leader for Boy Scouts of America Troop 404 in Cranberry Township. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools.