John Sofranko III is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and operates with a broad platform that includes institutional trading and capital markets services.

Antonio Aiello is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 20 years. He is co-owner of A.B. Strategic Partners, LLC, a business entity unrelated to investment advisory services, and serves on the board of the Pine Richland Youth Center. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart strategies and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Seymour is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously served five years in the United States Navy. Seymour is also a lieutenant in the United States Naval Reserves, a role he began in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo research and tools.

Zachary Woodel is an Associate Financial Advisor at Ameriprise with two years of industry experience. He has been with Ameriprise since 2022 and previously spent ten years working at Tasta Pizza and Taproom. Woodel also serves on the boards of the Italian Club and the Bradford Chamber Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides customized retirement income planning through a structured recommendation process that integrates the firm’s investment research and third-party data.

Amy Riley is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson from 2004 to 2022 before joining Robert Baird in 2022. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by ongoing manager selection, internal research, and the use of advanced tools such as artificial intelligence.

Tyler Bream is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Costco Wholesale from 2015 to 2017. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Justin Aughinbaugh is a CFP® professional with five years of industry experience, currently associated with LPL Financial in Seven Fields, PA. His prior experience includes roles at VLN Partners and several advisory firms since 2016. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, operating through a large network of investment adviser representatives.

Julia Munchel is a CFP®-certified financial advisor with 11 years of industry experience. She currently works at RBC Capital Markets and previously spent 11 years at UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client's risk profile through a mix of in-house and third-party investment managers.

Peter Schlicht is a Series 66-licensed financial advisor with Ameriprise in Sewickley, PA, bringing 26 years of industry experience. He has been with Ameriprise and its related entities since 2012. Schlicht serves on the Board of Directors for the Valley Care Association and is President of its Board of Trustees, also holding the position of Secretary/Treasurer for the Valley Care Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through its large institutional platform.

Laura Pulvino is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Scott Fenwick is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he contributes to Fansided and works as a rideshare driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Neda Fritz is a financial advisor with Ameriprise in Wexford, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise provides a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brendon Costa is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior roles include positions at Global Retirement Partners, HB Retirement, LPL Financial, and Ameriprise. He is involved as a director of Beale Financial Group and as an investment advisor representative at PK Retirement Advisory. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to both proprietary and third-party investment strategies across multiple platforms.

Michael Yoder is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Clearbridge Investments, Ferris, Baker Watts, Citigroup Global Markets, and Legg Mason Wood Walker. He is based in Sewickley, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources, applying diversification and modern portfolio theory to its offerings, while providing brokerage and advisory solutions at scale.

Logan Nash is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining LPL Enterprise, Nash worked at Uber and has academic and teaching experience at the University of Pittsburgh and North Hills High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services.

Bradley Tiche is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 34 years of industry experience. He has been with Cambridge since 2009, following a brief tenure at First Midwest Securities, Inc. Outside of advising, he is involved in agricultural ventures through ownership of Muddy Creek Outdoor Ventures/Farm. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Patrick Bould is a financial advisor with Cetera and holds a Series 63 designation. He has 22 years of industry experience, including roles at Cetera since 2004 and operating his own firm, Bould Financial Professionals, since 2012. In addition to his advisory work, he serves as president of Bould & Associates P.C., an accounting, tax, and consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Danika Wukich is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of a team that provides personalized wealth management advice to help clients build, manage, and preserve their wealth. The team focuses on establishing clear objectives and developing prudent strategies tailored to each client’s unique financial situation, drawing on the resources available through Merrill. Danika holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from California State University San Bernardino after graduating from Notre Dame High School. Her areas of client focus include education planning, liquidity management, retirement income, personal retirement planning, portfolio management services, and small business strategies. Outside of her professional role, Danika enjoys biking, camping, golfing, music, tennis, and spending time with her family.

David Pratti is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he operates an insurance business under the name First Choice Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party program sponsors to deliver customized investment solutions.

Anthony Gennaro is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 39 years of industry experience. He has previously worked at Securities America Inc and OSAIC. Outside of advising, he is a college instructor and operates as an insurance agent and consultant. 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 broad range of advisory and brokerage services, including financial planning and access to various investment platforms, supporting its large network of investment adviser representatives.