Tobin Pyle is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at MGO Inc, Fox Sports Ohio, John Carroll University Recreation Department, and Odyssey Construction and Landscape Design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ralph Linarelli Jr. is a financial advisor at Osaic with 36 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 63 license. Before joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. He is also involved in insurance sales through FamilyWealth Management Group, LLC, focusing on fixed life and disability insurance, fixed and indexed annuities, and life settlements. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs numerous asset-allocation tools and supports both discretionary and non-discretionary portfolio management, combining multiple advisory platforms and third-party investment solutions.

Timothy Mischik is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC, JPMorgan Chase Bank NA, and JP Morgan Securities LLC before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Robert Chiocca is a financial advisor at Charles Schwab with 33 years of industry experience. He has been with Charles Schwab since 1993 and has additionally worked at Charles Schwab Bank, SSB since 2005. He holds a Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a range of multi-asset model portfolios supported by research and due diligence on alternative investments.

Michael Condron is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2009 and concurrently at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of individual and institutional clients, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Theresa Sims is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has been with Cetera Investment Advisors and related affiliates since 2016. Outside of her advisory role, Sims works as a licensed real estate agent and also engages in fixed life insurance sales independently. Cetera Investment Advisors is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform supporting discretionary and non-discretionary strategies, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Maria Corradi is a financial advisor with Raymond James Financial and holds the Series 66 designation. She has 10 years of industry experience, including a decade at Janney Montgomery Scott before joining Raymond James in 2025. She serves as a board member of the Beaver County Children & Youth Advisory Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ian Davison is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Matthew Mazza is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of advising, Mazza is involved in a steel drum band called Tropical Sands Music and also sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management services through a multi-manager platform and supports advisors with a range of program options and affiliated resources.

Gregory Casten is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joan Mckee is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 63 designation and 32 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she works as a retail sales associate at Kohl’s. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Ralph Freedman III is a financial advisor with Ameriprise in Cranberry Township, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is employed by Poach, Koury & Associates, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-based recommendations that integrate tax efficiency and asset management strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jarrett Watson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bristol Capital Management LLC, Alan Lancz & Associates, Creighton University, and Cavallino Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Laura Freedman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2023, she worked at UBS Financial Services from 2014 to 2023. Outside of her advisory role, Freedman is the owner of businesses focused on women's leadership, including executive coaching and keynote speaking. 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 diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Carly Lyons is a financial advisor with Stifel in Beaver, PA, holding the Series 66 designation and bringing 23 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Janet Rinker is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at PNC Investments and PNC Bank. Outside of her advisory role, she is also an insurance agent and employee at Gratton & Kerr Financial Group LLC, providing insurance and advisory services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using advanced software tools and provides access to various investment and planning programs.

Andrea Hulsman is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at Merrill for five years and Dollar Bank for ten years. Hulsman holds a Series 66 designation and is based in Sewickley, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support client financial goals.