John Snyder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services since 2013. Outside of advising, he is an author working on a book about timeless principles and modern challenges, and he serves as waterfront staff at a YMCA family camp. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers across various program structures.

Jesse Garshak is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Valic Financial Advisors, The Huntington Investment Company, and Essex National Securities. Outside of advisory services, he is a business owner of Garshak Industries, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Janet Kirk is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding Series 63 and Series 65 licenses and with 47 years of industry experience. She has worked at RBC Capital Markets since 2015 and is also affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and tailored strategies based on each client’s risk profile.

Keith Devine is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2022, he worked at Monaghan Tooling Group and has experience in education and early childhood services through roles at the University of Dayton, The Little Gym, and Peters Township School District. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Sharon is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 32 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Kenneth began his career with Merrill in 1990 after graduating from Pennsylvania State University System with a Bachelor's Degree in Business Administration. Kenneth focuses on comprehensive wealth management strategies tailored to meet the needs of individuals and families at every stage of life. His areas of expertise include college education planning, family wealth management, liquidity management, personal retirement planning, philanthropic and socially responsible investing, women and wealth, and tax minimization. He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Outside of his professional work, Kenneth is involved with his family and has participated in various youth sports programs and charitable organizations. His personal interests include baseball, cooking, gardening, hiking, ice hockey, tennis, woodworking, and spending time with his family.

Mitchell Mulqueen is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at the University of Pittsburgh and North Canton High School. Outside of his advisory role, he is also engaged in ridesharing and food delivery services with Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Kelly Wisniewski is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Zalewski Jr. is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at BNY Mellon for ten years. 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 strategies designed by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Michael Brown is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. His work history includes prior roles at several Federated affiliates and a period of academic involvement at Duquesne University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with fiduciary financial planning and portfolio management. The firm operates with institutional trading capabilities and a broad service platform that includes custody, underwriting, and securities-backed lending programs.

Donald Frenz is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendation reports through a centralized consulting team.

Wesley Nicholson is a CFP® with 42 years of experience in the financial industry. He has worked at Wells Fargo Advisors since 2026 and previously spent over three decades at Laurel Financial Group and Commonwealth Financial Network. Nicholson has involvement as a co-owner of Laurel Financial Group, a private entity focused on securities, advisory, and insurance business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored client recommendations.

Anthony Pol is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he is president of Poach, Koury & Associates LLC, where he manages an investment-related business. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nathan Paschel is Vice President, Wealth Planner at Fidelity Investments, where he works with high-net-worth families to provide organization, accountability, education, and partnership around their financial goals. He holds the CERTIFIED FINANCIAL PLANNER designation and brings knowledge that includes an in-depth understanding of financial markets as well as holistic financial planning. His professional experience includes roles at Fidelity Investments since 2019, previously serving as a Financial Consultant before his current position. Prior to that, he worked as an Associate in Fixed Income at JP Morgan Investment Management from 2017 to 2019, a Senior Financial Consultant at TD Ameritrade from 2015 to 2017, and a Retirement Plan Consultant at ADP Broker-Dealer from 2013 to 2015. Nathan holds a California Insurance License. Outside of his professional work, Nathan enjoys camping, golf, hiking, parenthood, and traveling.

Tyler Vallano is a financial advisor with Robert Baird & Co. and holds the Series 66 designation. He has 18 years of industry experience, including 14 years at Hefren Tillotson, Inc. Prior to joining Robert Baird & Co. in 2022, he worked extensively in the Pittsburgh area. Vallano serves on the Board of Directors and the investment/finance committee of The NEC Society. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business entities, pension plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Kyle Bero is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously with Axa Advisors, LLC, as well as Nemacolin Woodlands Resort. Outside of his advisory role, he is the owner of KKB & Associates, a non-investment business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to provide tailored investment solutions.

Bryan Procaccini is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Certified 401(k) Professional (C(k)P®) designation from Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. Bryan has over seventeen years of experience in investment management. He works closely with plan sponsor clients, providing a broad range of services including retirement plan investment committee support, fiduciary assistance, corporate executive services, family wealth management strategies, institutional consulting, personal retirement planning, portfolio management, and small business strategies. Bryan and his team manage over $1 billion for select families, corporations, and non-profit entities. Bryan is a graduate of Baldwin Wallace University with a Bachelor's Degree in Business Administration and Finance. He serves as a director at Ward Home, Inc. and is involved with Children's Hospital's Camp Chihopi. His personal interests include adventure sports, golfing, music, reading, spending time with family, and traveling.

Anthony Mascioli is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015, as well as at Citigroup Global Markets from 2014 to 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Wilson is a financial advisor with Primerica Advisors in Washington, PA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His career includes roles at Primerica Financial Services since 2015, PFS Investments Inc. since 2014, and AT&T from 1999 to 2017. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies developed by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

John Mcshane is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he is a managing partner in Cheddar Pointe LLC, a real estate investment venture. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Brendan Gallagher is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Financial Network and Edward Jones. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.