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., holding a Series 66 designation and bringing 18 years of industry experience. He has worked at Hefren Tillotson, Inc. since 2008 and joined Robert Baird & Co. in 2022. 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 individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers distinctive features such as municipal advisory services and strategic minority investments.

Kyle Bero is a financial advisor with Equitable Advisors in Canonsburg, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes roles at AXA Advisors and Nemacolin Woodlands Resort. He is also the owner of KKB & Associates, a non-investment business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jesse Bowman is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Financial, Eagle Strategies (NY Life), and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 the Series 66 designation and has worked within several Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers discretionary and non-discretionary advisory services.

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 with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Wells Fargo Financial Network and Edward Jones. Gallagher manages his practice under the DBA Gallagher Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, supported by proprietary and third-party research and model portfolios.

Jacob Cuthbert is a CFP®-certified financial advisor at LPL Financial with 21 years of industry experience. He has previously worked at Waddell & Reed and Educo Advisor Group, among other firms. Outside of his advisory work, Cuthbert is a part-time instructor at the College for Financial Planning and serves on the board of the Mon Valley Alliance nonprofit. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and retirement planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Mercedes Mc Farland is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at JP Morgan Securities and Federated Investment Counseling. She is also involved with DSF Wealth Management Group, LLC, where she provides financial planning services. Cetera operates as a large-scale SEC-registered platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager approach, combining affiliated and third-party strategies across various program structures.

Amanda Swick is a financial advisor with Morgan Stanley, holding a Series 66 designation and three years of industry experience. She previously worked at Raymond James & Associates, Merrill, and TIAA, among other firms. Amanda is based in Upper St. Clair, PA. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved tools and research.

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.

Jonathan Suley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He worked at Cetera from 2007 to 2016 before joining Cambridge Investment Research Advisors in 2018. Outside of advisory services, Suley is president of Dynasty Real Estate Investments, Inc., a multi-family rental property business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of services through independent financial professionals, utilizing various investment platforms and tailored portfolio strategies.

Scot Love is a CFP® with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Pittsburgh, PA. Outside of his advisory role, he is involved in residential rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Nicholas Theis is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and previously worked at Baird and Jimcor Agencies. Outside of his advisory role, he was involved with Theis Media and held teaching positions at Penn State University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including high-net-worth individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors.

Benjamin Montgomery is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 18 years of experience in the financial services industry. He is currently with Robert Baird & Co., where he has worked since 2022, and has also been with Hefren-Tillotson, Inc. since 2005. He 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 services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and tools.

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.

John Kiger is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Keybank and Key Investment Services, LLC. Outside of his advisory work, he is the owner of Tiger Cards, a business that buys and sells sports cards and memorabilia through online platforms. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.