Ian Mayhaus is a financial advisor with Edward Jones in Pittsburgh, PA, holding CFP®, ChFC®, and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2006. 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 and offers a range of discretionary and non-discretionary advisory strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

Alec Lacinski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and the University of Pittsburgh. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Steven Russo is a financial advisor with LPL Financial in McMurray, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked for Royal Alliance Associates, Inc. for 16 years before joining LPL Financial in 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, incorporating strategies supported by LPL Research and third-party subadvisors.

Christa Lehmeier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Minor is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at UBS from 2012 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Zalewski is a Series 66 licensed financial advisor with 25 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2009. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Nathan Woods is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Lincoln Financial Securities Corporation for ten years. Outside of his advisory role, Woods is the owner of an insurance agency, Jefferson Financial Group LLC, based in Bethel Park, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Douglas Raible is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Nationwide Securities LLC and New York Life Insurance Company. Raible is also involved in consulting services as an owner of Pittsburgh Investor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Timothy Bywalski is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Hannah Snyder is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked as a senior producer at Hearst Television and as the owner, producer, and director of Rose Gold Pictures, an independent documentary film company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment programs and third‑party managers.

Brian Paluso is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and previously worked at FSC Securities Corporation, Chartwell Investment Partners, Chartwell TSC Securities Corp., and TriState Capital Bank. In addition to his advisory role, he operates a business called Nursing Your Nest Egg. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various investment strategies.

Jacob Danner is a financial advisor at LPL Financial with Series 66 credentials and four years of industry experience. He has previously worked at Cetera and has maintained a role at James Eisnor since 2021. Outside of advisory services, he is involved with Benchmark Wealth Management, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Joseph Rongaus is a financial advisor with UBS Financial Services in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves on the board of directors for South Hills Country Club, overseeing the club's operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Christopher Merlo is a Series 66 licensed financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, he worked nearly a decade at Raymond James Financial Services and is involved in tax preparation and planning through his ownership of CAM Tax Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria.

James Verlato is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include 20 years at Avantax Insurance Services and 15 years with 1st Global Advisor Services. He also operates as a sole proprietor CPA. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees over $256 billion in assets under management.

Kenneth Marx is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been associated with Cetera Wealth Services since 2013 and currently works at Cetera in Washington, Pennsylvania. Outside of advisory services, he owns Station Capital Tax Services, a tax preparation and bookkeeping business, and is involved in Medicare sales and fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform that supports both discretionary and non-discretionary account structures.

Mark Rusiski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2009. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines adviser programs with brokerage and insurance products.

Douglas Jamison is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Edward Jones, and Fort Hays State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing proprietary research and algorithmic portfolio construction.

Jimmy Peraffan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. He served in the U.S. Marine Corps from 2018 to 2023 and continues to serve in the U.S. Marine Corps Reserve. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm’s investment offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aaron Marks is a financial advisor with LPL Enterprise who holds a Series 66 designation and has six years of industry experience. He previously worked at Wells Fargo Clearing for six years and at Precision Garage Doors for four years. Marks is also involved in non-variable insurance activities through an insurance agency in Pittsburgh. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios, third-party asset managers, and an integrated platform that includes insurance and lending products.