John Quinlan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab in Mt. Lebanon, PA. His prior experience includes positions at TIAA-CREF and Tiaa from 2013 to 2017. Outside of advising, he co-owns rental properties near Penn State University that have been professionally managed for over two decades. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Allen is a financial advisor with Wells Fargo Advisors in Pittsburg, PA. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Allen was associated with Commonwealth Financial Network and Laurel Financial Group, where he was also a co-owner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, offering clients access to various advisory and brokerage programs.

Robert Mccalmont is a CFP® professional with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2011 and simultaneously with Wealth Preservation and Management, Inc. since 1992. Outside of his advisory roles, he serves as a church trustee and religious volunteer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of discretionary and non-discretionary portfolio strategies and proprietary as well as third-party models.

Joy Marshall is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to assist clients in evaluating their financial situations and identifying opportunities to better align their plans with their goals. She has been in this role since 2025. Prior to her current position, Joy worked as a Relationship Manager at Fidelity Investments in 2024. Before joining Fidelity, she gained experience as a Client Solutions Specialist at PNC Investments from 2022 to 2024 and began her career as a Personal Banker at PNC Bank from 2021 to 2022. Outside of her professional work, Joy has interests in art, badminton, painting, pets, swimming, and traveling.

Joseph Grunwald is a CFP® professional with 27 years of industry experience, currently serving at Robert Baird & Co. since 2022. He has also worked at Hefren Tillotson, Inc. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools to deliver advisory services.

Alena Ilyushyna is a Financial Advisor at Merrill Lynch Wealth Management. She brings over a decade of experience working with professional practice clients, nonprofit organizations, and high net worth families. Alena partners with clients to develop investment strategies and financial goals tailored to their life stages and aspirations. She emphasizes portfolio performance and risk management, utilizing a range of investment options and market insights to support clients' financial objectives. She holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, as well as the Personal Investment Advisor (PIA) certification. Alena earned both her Bachelor's and Master's degrees from Belarus State Economic University. Her background includes experience in the IT sector, which informs her interest in emerging market themes such as generative AI, internet-of-things, and electric vehicles. Alena is engaged in the community through her involvement with organizations such as Dress for Success and has served on the boards of the Lubbock Symphony Orchestra and the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. She speaks both English and Russian and enjoys activities including drawing, gardening, hiking, music, painting, and traveling.

Scott Swinchock is a financial advisor with LPL Financial in Cannonsburg, PA, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Appalachia Energy Partners Inc and Waddell & Reed, Inc. He is also involved in entrepreneurial ventures related to investment and insurance through SBSwin LLC and other affiliated businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, supported by research and technology-driven portfolio management options.

Jacob Dobich is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020, following prior roles at Axa Advisors LLC, Seventy2 Capital Wealth Management, and the University of Maryland. Outside of finance, he was involved with Danny West Painting and Remodeling LLC for three years. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Tyler Hertwig is a financial advisor with UBS Financial Services in Canonsburg, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at First National Bank and has experience outside finance, including a role at New Trail Brewing and as a faculty member at Point Park University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Nils Nolan is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 credential and 11 years of industry experience. He has previously worked at Sagepoint Financial, ILG Private Wealth, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Nolan is involved with V&G Capital LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Beal is a Planning Consultant at Fidelity Investments, where he works with clients to assess their financial situations and identify opportunities that align their plans with their goals. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role in 2024. Outside of his professional work, Brian enjoys recreational activities including baseball, camping, hiking, running, soccer, and traveling.

Ivana Liberatore is a CFP® with 21 years of industry experience, currently serving with Cetera. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Avantax Insurance Agency. Outside of her advisory work, she is involved as a Court Appointed Special Advocate volunteering for foster children in Washington County, PA. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to a wide range of clients, including individuals, employer-sponsored plans, corporate and charitable entities, and institutions.

Jonathan Martin is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Martin serves on the Board of Directors for the nonprofit Caring for Kids - The Carrie Martin Fund and is a council member of the Duquesne University Business School Investment Strategy Institute Advisory Council. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver non-discretionary, research-based retirement recommendations.

Staci Black is a financial advisor with UBS Financial Services in Canonsburg, PA, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Austin Naser is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes positions at Waynesburg University and Trinity High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines multiple adviser programs and insurance products.

Evan Haines is a financial advisor with LPL Enterprise holding CFP® and ChFC® designations and nine years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and attended Allegheny College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines adviser programs with brokerage and insurance products.

Paul Yuna is a financial advisor with Osaic in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years and has been associated with Sagemark Consulting, Inc. for over three decades. Outside of advisory work, he is involved as an agent in the sale of fixed annuities and life, disability income, and long-term health care insurance through Mosaic Consulting. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account platforms, using firm-provided tools to construct and manage portfolios across multiple asset classes.

Robert Mac Whinnie III is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his advisory career, he was a professional golfer for 12 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative, annual planning engagements.

Kristin Dennis is a Series 63-licensed financial advisor with 28 years of industry experience. She currently works at Merrill and has held prior roles at Morgan Stanley, Anthem Securities, and Hardin Compliance Consulting. Outside of her advisory work, she is a part-time sales associate at Ann Taylor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Minor is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously at UBS Financial Services Inc. from 2016 to 2020. Outside of his advisory role, Minor serves as an executive officer in the United States Marine Corps Reserve. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.