Jacob Cuthbert is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed, Educo Advisor Group, and FPA of Pittsburgh. He serves as a part-time instructor at the College for Financial Planning and sits on the board of the Mon Valley Alliance, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both firm research and third-party strategies, supported by extensive operational tools.

Amanda Swick is a Series 66-licensed financial advisor with four years of industry experience. She currently works at Morgan Stanley and previously held roles at Raymond James & Associates, Merrill, and TIAA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates.

Jeffrey Tito is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial strategies aligned with their goals and objectives. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before his current position. Throughout his tenure at Fidelity Investments, Jeffrey has gained experience across various aspects of financial planning and investment consulting. He focuses on creating tailored financial strategies to meet individual client needs. Additional information regarding Jeffrey's education, credentials, personal interests, or community involvement has not been provided.

Benjamin Montgomery is a CFP® with 18 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 17 years at Hefren Tillotson, Inc. He holds a Series 66 license and is based in Pittsburgh - South Hills, PA. Montgomery is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded SMA strategies along with internal research and technology to support client advice.

Jake Gleba is a Financial Consultant at Fidelity Investments, where he assists clients in developing customized holistic financial plans by exploring and understanding their personal financial goals and unique situations. He has been with Fidelity Investments since 2022, progressing through several roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Investment Consultant since 2025. Throughout his tenure at Fidelity, Jake has gained experience in various aspects of financial planning and investment consulting. His approach focuses on personalized financial strategies tailored to individual client needs. Outside of his professional work, Jake's interests include beach activities, boating, fitness, football, golf, and skiing.

Graham Versaw is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he works with families to assist them in making informed decisions about their finances through personal relationships and ongoing financial planning. Prior to this, he held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2025 and Investment Consultant from 2023 to 2024. Graham's professional experience also includes working as a Financial Planner at Range Finance, Inc from 2022 to 2023, Advisor Consultant at Federated Hermes, Inc from 2018 to 2022, and Financial Advisor Associate (Internship) at UBS Financial Services, Inc from 2015 to 2016. His career reflects a consistent focus on financial planning and advisory services. Outside of his professional work, Graham enjoys cooking and baking, fitness, golf, reading, traveling, and volunteering.

Benjamin Gongaware is a financial advisor at UBS Financial Services with six years of industry experience. He has been with UBS since 2018 and previously worked at MACRO Clinical Research at the University of Pittsburgh. He teaches a six-week course on general financial information to senior citizens through the Osher Lifelong Learning Institute at Carnegie Mellon University. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Chris Deandrea is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Global Retirement Partners, LPL Financial, Henderson Brothers Retirement Services, and PNC Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services, delivering solutions through independent Financial Professionals who utilize a variety of portfolio management and advisory strategies.

Robert Luksis Jr. is a financial advisor at OSAIC with 27 years of industry experience. He previously spent 25 years at Lincoln Financial Advisors Corp and has been self-employed since 1994. Luksis holds a Series 63 designation and also offers accident, health, disability income, and life insurance products as part of his business activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing, with portfolios including various asset classes managed on both discretionary and non-discretionary bases.

Drew Brown is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for 12 years. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Robert Blough is a financial advisor with Cetera in Houston, PA, holding a Series 63 designation and over 30 years of industry experience. He has been with Cetera and its affiliated entities since 2005. Outside of his advisory role, he serves as the board chairman and chairman of the budget and finance committee for First United Presbyterian Church of Houston, PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Richard Samolovitch is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant boys middle school volleyball coach. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Derek Durko is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Financial, he worked in various roles including positions at OfficeMax and Dick's Sporting Goods, as well as experience in education with Duquesne University and Canon McMillan 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Susan Marshall is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 designations. She has 38 years of industry experience, including previous roles at JJB Hilliard WL Lyons LLC and PNC Investments. She serves as a board member and leads discussion groups for the Southpointe Chamber in Canonsburg, PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic partnerships.

Zachary Laniewicz is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop financial plans tailored to their individual lifestyles and goals. He emphasizes understanding each client's unique personal and financial circumstances. Zachary has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Matthew Baculik is a financial advisor with Edward Jones in Washington, PA, holding a Series 66 designation and six years of industry experience. His career includes prior roles at State Farm Insurance and Baculik Insurance Group – Nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

David Schwartz is a Series 66-licensed advisor at RBC Capital Markets with nine years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets since 2014. 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 a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

David Galardini is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016. Prior to that, he was employed at Bank of America and Merrill from 2009 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers.

Lacey Thurner is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with UBS Financial Services in Canonsburg, PA since 2015. Outside of her advisory role, she performs as a singer in a local cover band that plays live music at various venues. UBS Financial Services serves individual, corporate, and institutional clients with offerings that include brokerage, investment advisory, and wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Niko Iacono is a Series 66-registered financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, he worked for Crowe LLP for three years and was affiliated with Indiana University - Bloomington for five years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.