Paul Yuna is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he operates Mosaic Consulting, where he sells fixed annuities and various types of insurance, including life, disability, and long-term health care insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple investment management strategies across a complex affiliate platform.

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 financial advisor at Merrill with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley, Anthem Securities, and Hardin Compliance Consulting. Outside of her advisory role, she is also 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 through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for 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.

Dean Ponterio is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at Cetera since 2025 and has prior experience at H.D. Vest in various roles from 1998 to 2019. In addition to his advisory work, he operates an accounting and tax preparation practice as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Marielise Fraioli is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in legal practice and held positions at Pilgrim Christakis, LLP, Lawrence Kamin, LLC, and Kaplan & Associates, LTD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alon Goldblum is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. Prior to his current role beginning in 2023, he has worked in various capacities including stints at Wigle Whiskey and as a college instructor at Drexel University, the University of Pittsburgh, and Duquesne University. Outside of finance, he contributes regularly to his family's restaurant business, The Forge, assisting with bartending and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies utilizing both in-house and third-party managers, along with access to alternative investments and integrated lending services.

Landon Shank is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at PNC Bank, PennWest University, and K&L Industrialized. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, funds, and model portfolios.

Jenn Smith is a Planning Consultant at Fidelity Investments, where she collaborates with clients to design and implement financial plans aimed at achieving their financial goals. She has held this role since 2026. Prior to this position, Jenn served as a Relationship Manager and Financial Representative at Fidelity Investments from 2025 to 2026 and 2024 to 2025 respectively. Before joining Fidelity, she worked as a Senior Client Operations Specialist at Alto Solutions from 2022 to 2024.

Philip Webb is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at Waddell & Reed, Citizens Securities, and Merrill. Webb is also involved with Good Life Advisors, LLC and Grandview Wealth Management, LLC, independent investment advisory firms he has operated alongside his LPL affiliation. 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 and model portfolio programs, leveraging its scale and a broad network of over 22,800 advisors.

James Mrdjenovich is a CFP® professional with 16 years of industry experience, currently serving at LPL Financial since 2014. Prior to that, he worked with Essex National Securities, LLC from 2011 to 2014. Outside of his advisory role, he is a part owner of MRD Realty Capital and is involved with Capital Mortgage Enterprises, a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various model portfolios, third-party asset managers, and technology tools while overseeing over $819 billion in discretionary assets.

Robert Zewe is a Planning Consultant at Fidelity Investments, where he works with clients to help customize financial plans tailored to their unique planning needs. He has been with Fidelity Investments since 2025, initially serving as a Financial Representative and then as a Relationship Manager before assuming his current role in 2026. His professional experience within Fidelity Investments spans various client-focused positions, providing him with a comprehensive understanding of financial planning and client relationship management. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

James Gwyer is a financial advisor with Edward Jones in California, PA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as President of the Bethlehem Center School District Board and is a board member for Center in the Woods in Brownsville, PA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Suanne Schweinsberg is a Series 66-licensed financial advisor with Merrill in Upper Saint Clair, PA, bringing 22 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Inc. since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Constantine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Cetera since 2014 and also has experience with the First National Bank of Pennsylvania. Outside of his advisory role, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Paul Linn is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including PNC Investments, Citizens Securities, and Valic Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes an ESG eligibility framework, and offers broader derivatives and commodities capabilities.

Elizabeth Gladden is a CFP®-designated financial advisor with Robert W. Baird & Co., bringing one year of industry experience. Prior to joining Baird, she worked at Hefren-Tillotson, Inc. and has a background that includes roles at Denison University, Allegheny West Magazine, and Mt Lebanon Municipality. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, leveraging manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Jill Frye is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she is involved as a retail employee at a retail business. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to provide advisory services.

Beth Deklewa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her prior positions include roles at PNC Wealth Management and Essex National Securities, LLC. She is also a licensed notary. 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, wrap and model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Kevin Gallagher is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Stifel since 2007 and is based in Bethel Park, PA. Outside of his advisory role, he serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individual and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.