Natalie Taylor is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Her prior roles include positions at PNC Wealth Management and BNY Mellon Wealth Management. She serves on the boards of several nonprofits, including Shadyside Academy, the Shadyside Hospital Foundation, Achieva Family Trust, and the Pittsburgh Glass Center, participating in their finance and investment committees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s non-discretionary advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Allen Zeolla is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and has operated his own firm, AZ Financial, since 1998. Outside of advising, Zeolla is involved in tax return preparation through his business, Tax Services Plus, and co-owns an LLC engaged in billboard management. OSAIC serves a wide range of clients, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through multiple programs with a focus on model-based asset allocation, portfolio optimization, and a diverse suite of managed account offerings.

Joseph Nichol is a Series 66-registered advisor with J.P. Morgan Securities in Pittsburgh, PA, beginning his industry career in 2026. His prior experience includes roles at JPMorgan Chase Bank and Seven Oaks Country Club, as well as attendance at Duquesne University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research supported by a centralized manager solutions team.

Josephine Mastilak is a CFP®-certified financial advisor with 43 years of industry experience. She currently works at Stifel and previously held roles at Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses intended to support client decision-making.

Aaron Bunting is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Larson Texts, Inc. and Gannon University. Outside of advising, he serves as a Contingent Trustee and works as an Independent Agent outside of fixed appointments. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Peter Seppi is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Carl Marshalwitz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 26 years of experience in providing financial advice to businesses and individuals. He has been with Merrill for 22 years, focusing on managing and preserving wealth through comprehensive, solution-focused strategies tailored to his clients' needs. His areas of expertise include liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Carl holds a Bachelor's Degree from Strayer University and a High School Diploma from Pine Richland. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Gibsonia, he resides there with his wife of 22 years and their two sons. Carl is a veteran of the U.S. Army, having participated in the Grenada invasion of 1985. He follows the Merrill tradition of community involvement and is a member of professional organizations such as the Independent Order of Oddfellows and the North Hills Masonic Lodge. His personal interests include baseball, boating, fishing, golfing, and spending time with his family.

Joyce Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has worked at Cetera Investment Services and Cetera Investment Advisors LLC since 2019 and previously spent 14 years with PNC Investments. Outside of her advisory role, she serves as Treasurer for the Kiski Area Cross Country Boosters and holds a Director of Sales and Service position at First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports discretionary and non-discretionary account management across various program structures.

Brandon Ledoux is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. His work history includes positions at First National Bank of Pennsylvania and Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, 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 multiple program structures and manager options across discretionary and non-discretionary accounts.

Lindsay Greenberg is a financial advisor at Merrill in Pittsburgh, PA, with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ryan Mastilak is a CFP® professional at Stifel with 10 years of industry experience. He previously worked at The Vanguard Group for eight years before joining Stifel in 2024. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Priore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2013 and also works with Century Heritage Federal Credit Union, where he assists with marketing initiatives. His background includes ten years at CUNA Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technological tools to support its extensive network of advisors.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and currently serves at Duncan Financial Planning Advisors. Outside of advising, he is the president and owner of Flex Source, Inc. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at several firms, including Medallion Financial Distributors and Cetera Advisors LLC. Outside of his advisory work, he coordinates an annual study group meeting and is involved with multiple financial and advisory entities that he owns or represents. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Kristen Hull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include 11 years at Lincoln Financial Advisors Corp. and current positions with Duncan Financial Planning Advisors and Cambridge Investment Research entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jessica Tokay is a financial advisor with Ameriprise in Pleasant Hills, PA. She holds a Series 66 designation and has experience spanning several roles since 2016, including positions at Finance of America, NQM Funding, and Key Performance Consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Shawn King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. He also has a longstanding affiliation with First National Bank PA and receives compensation for referrals to its trust department, in addition to conducting fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, encompassing discretionary and non-discretionary program options.

Zachary Schwartz is a Financial Advisor with Merrill Lynch Wealth Management. He joined The Schwartz Group in 2021, initially serving as a Client Associate before advancing to his current role. Zach applies his background in American politics and the US energy industry to his work, offering expertise in areas such as employee benefits planning, executive compensation, family wealth management, and socially responsible investing. Before transitioning into financial advising, Zach managed political campaigns for candidates across federal, state, and local levels, including executive, legislative, and judicial offices. He holds a Bachelor's degree in Political Science from Muhlenberg College and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, Zach emphasizes personalized financial strategies tailored to each client's unique circumstances. Zach is active in community involvement, volunteering with organizations such as Pittsburgh Action Against Rape and Tree of Life Congregation. His personal interests include adventure sports, boating, cooking, dancing, reading, running, spending time with family, and writing.

Christopher Benec is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, tax-efficient strategies, and algorithmic tools to produce tailored, non-discretionary recommendation reports delivered in partnership with the advisor.