Nicholas Sandusky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and BNY Mellon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many institutional advisers.

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He worked at Commonwealth Financial Network for 17 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing various financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Robert Roskosh is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling.

Jacqueline Scalise is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network, LPL Financial, Waddell & Reed, The Huntington Investment Company, and National Planning Corporation. Scalise is also involved with Duncan Financial Group in Pittsburgh as an investment representative. Cambridge Investment Research Advisors serves a diverse client base of both individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, supporting both discretionary and non-discretionary management with proprietary and third-party model strategies.

Barry Courson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Robert Hilf, and Waddell & Reed. Courson is also co-owner of No Status Quo, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

William Riley is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Riley is a co-trustee of two trusts for his daughters and owns Riley Financial Strategies Group LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and services.

Huma Mohiuddin is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has previously worked at BNY Mellon, J.P. Morgan Securities, Northern Trust Securities, and Morgan Stanley Dw Inc. Mohiuddin serves as a board member for the American Heart Association and the Pittsburgh Ballet Theatre. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jack Ellenberger is a CFP® professional with 20 years of industry experience. He currently works at Robert Baird & Co. and previously spent 13 years at Hefren Tillotson, Inc. He volunteers on the finance and investment committees of the Greater Pittsburgh Community Food Bank and Grow Pittsburgh. The DDK Group at Robert W. Baird & Co., where he is based, serves high net worth individuals, corporate and business clients, pensions, and charitable organizations. The team offers a range of financial planning and portfolio management services, utilizing a mix of strategies and proprietary research, with over $390 billion in assets under management as of December 2025.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Before joining LPL Financial in 2023, he spent 36 years at Harvest Financial Corporation. He is also involved with Fuhrer’s, Inc., an insurance agency offering life, health, disability, and long-term care products. 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 a range of advisory services including financial planning and model portfolio programs, supported by a large network of advisors and utilizing various investment strategies.

Susan Delfine is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1982. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.

Mary Puzak is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. She previously worked at Trustmont Financial Group, Inc. for 22 years and has been self-employed since 1991. Outside of her advisory role, she owns and operates Puzak Wegley Tax Service, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Daniel Hostetler is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2021. He previously worked for FSC Securities Corporation for 12 years and has been involved with Professional Money Management, LLC since 1987. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Elizabeth Kline is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Federated Global Investment Management Company and Duncan Financial Planning Advisors. Kline has also been associated with academic activities at the University of Connecticut and the Gampel Pavilion Faculty. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

Joseph Markiewicz is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, and the West Mifflin Area School District. Outside of his advisory work, he serves as an assistant football coach for the Steel Valley School District. 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 offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive resources and scale with a broad set of financial products.

Karen Kohut is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 63 designation and 38 years of industry experience. She has worked at Merrill since 1978 and has been with Bank of America, N.A. since 2018. Merrill, together 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.

Brandon Leeder is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019, with prior experience at FSC Securities Corporation and Dollar Bank. Outside of advising, he is employed as a bartender and host at Stone Villa Wine Cellars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Mark Etzel is a financial advisor at Cetera with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and also maintains an independent accounting and tax preparation practice. Outside of finance, he serves on the board of the Foundation for Global Peace Building and works in a business expert role at Apple, supporting customers using Apple products for work. Cetera Investment Advisers LLC is a nationwide platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and various program structures with over $256 billion in assets under management and more than 10,000 advisors.

Sarah Stanley is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. Her prior work includes roles at TD Ameritrade and BNY Mellon, as well as positions within Charles Schwab entities since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Jonathan Sweet is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and Merrill, among other firms. Outside of his advisory role, he serves as Treasurer and Trustee for the Zerubbabel Duquesne Chapter No. 162 Royal Arch Masons, a volunteer position involving oversight of the organization's investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.