David Galardini is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at several major firms, including Merrill, Morgan Stanley, and Citigroup Global Markets, before joining RBC Capital Markets in 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management strategies, combining in-house and third-party investment managers alongside integrated capital markets capabilities.

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.

David Warholak is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016, previously spending six years with Morgan Stanley and one year with Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Thomas Walsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Avantax Insurance Agency and Avantax Advisory Services in prior roles. In addition to his advisory work, he is president of Thomas M Walsh & Associates, LLC, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various investment program options and discretionary and non-discretionary portfolio management services.

Randolph Bodnar is a financial advisor at Merrill with 27 years of industry experience. He has held his current position since 2000 and holds Series 63 and Series 66 designations. 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.

Kelly Sullivan is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Kerry Campolong is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1994. In her role, Kerry focuses on assisting clients with building comprehensive wealth management strategies that address their individual needs, particularly in areas such as college education planning, personal retirement planning, and retirement income. With over 32 years of experience, Kerry utilizes her expertise to provide personalized attention and advice to individuals and families. Her approach begins with listening to her clients to understand their priorities, helping them make informed decisions and develop successful financial plans. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kerry earned her high school diploma from Paramus Catholic Girls High School. Outside of her professional work, Kerry enjoys music, spending time with her family, and watching movies. She participates in community involvement when able.

Steven Hicks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial and Foresters Advisory Services LLC for a combined 24 years. Outside of his advisory role, Hicks serves as an advisory board member for White Oaks Assisted Living and is active with the Lost Creek United Methodist Church and Lost Creek Lions Club in various administrative and leadership capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

William Spero is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Foresters Financial Services, and First Investors Corp. He is a managing partner at Tri-Pointe Wealth Advisors, LLC, and is a member of the Southwest Regional Chamber of Commerce. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Daniel Dee is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, BlackRock Investments, and earlier at Merrill. Merrill, along 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 serves individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary strategies developed by internal and third-party managers.

Jason Baer is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jeffrey Russo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 36 years of industry experience. His prior work includes roles at Citizens Securities, Inc. and AllState Insurance Company. He serves as a board member for the Water and Sewage Municipal Authority for Plum Borough, where he participates in decisions on budgets, projects, and facility management. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers through a multi-manager platform.

Christian Barry is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Irene Elena Tyler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets. Outside of her advisory role, she is a notary public in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, relying on research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Matthew Knight is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Kevin Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cetera and Benchmark Wealth Management, where he served for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technological tools for research and operations.

Richard Bondi Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at City National Bank and RBC Wealth Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a non-discretionary approach, supported by extensive research and a range of portfolio management styles.

Jason Messick is a financial advisor with LPL Financial based in Canonsburg, PA, holding Series 63 and Series 65 credentials and more than 30 years of industry experience. He previously worked for Harvest Financial Corporation for 29 years before joining LPL Financial in 2023. Outside of his advisory role, he serves as owner and president of DiBase and Messick Associates, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of investment adviser representatives who utilize various strategies and research tools.

Phoenix Smith is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Benchmark Wealth Management. Smith is also the owner of Parallel Inc., a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and research tools.