Nicholas Blicha is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ financial goals and priorities to develop tailored strategies that address short-, mid-, and long-term objectives. He provides guidance on a range of financial topics, including investing, retirement planning, and emergency savings. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Nicholas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Robert Morris University. His approach centers on gaining a comprehensive understanding of each client’s financial picture to design personalized strategies that align with their priorities and vision for the future.

Kevin Rose is a financial advisor with LPL Financial based in Finleyville, PA. He holds CFP® certification and has 31 years of industry experience. His prior experience includes roles at Triad Advisors, Inc. and Tower Square Securities, Inc. In addition to his advisory work, he prepares tax returns and is a licensed notary in Pennsylvania. 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 range of financial planning and investment management services supported by technology and a broad platform that includes advisory and non-advisory financial activities.

Randy Morris is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on taking a holistic planning approach to understand his clients' vision for their assets and assists in developing customized financial plans that align with their risk profiles and lifestyles. He has been with Fidelity Investments since 2017, initially serving as a Financial Representative before transitioning to Investment Consultant and subsequently advancing to Vice President, Financial Consultant. Prior to his tenure at Fidelity, Randy worked as an Internal Wholesaler at Absolute Capital Management from 2015 to 2016.

Elliot Kistler is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with DSF Wealth Management Group, Voya Financial Advisors, and Cetera Wealth Services, among others. He is also involved as a financial professional with DSF Wealth Management Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

Stephen Patrick is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside his advisory work, he serves as a trustee of a family trust and acts as executor for his father’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Kevin Murphy is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, he worked at Petsmart for sixteen years. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services through a variety of program strategies and extensive manager selection overseen by the firm’s CIO and platform.

Matthew Prepelka is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes 12 years at UBS Financial Services Inc. Outside of his advisory role, he owns Two Brothers Holdings (Bucks and Bos Archery Shop) and Big Bow Outdoor Productions, a media production company, and serves on the board of Outdoor Immersion, a charitable organization managing a race event. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Deron Donalson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson, Inc. for 14 years, PNC Wealth Management for 4 years, and J.J.B. Hilliard, W.L. Lyons, LLC for 1 year. 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, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services, employing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Marc De Santis is a financial advisor at RBC Capital Markets with 16 years of industry experience. He has previously worked at Bank of America, Merrill, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Xane Stock is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Xane worked at Cambridge Investment Research, Inc. and SagePoint Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a process that combines fundamental research with quantitative analysis and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Bethany Mitcheltree is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services from 2002 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Paul Contos Jr. is a CFP®-credentialed advisor with 26 years of industry experience, currently with LPL Financial since 2023. Prior to joining LPL, he spent 19 years at Citizens Investment Services Corp. Based in Pittsburgh, PA, he is involved in providing fixed annuities and personal and business insurance in addition to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a broad range of strategic and tactical investment options.

John Snyder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Cetera and its affiliates since 2007. Outside of advising, he is involved as waterfront staff at a YMCA family camp and is authoring a book on timeless principles and modern challenges. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize model portfolios, third-party managers, or custom strategies across various program structures and custodial relationships.

Jesse Garshak is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Valic Financial Advisors, The Huntington Investment Company, and Essex National Securities. Outside of advisory services, he is a business owner of Garshak Industries, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Janet Kirk is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding Series 63 and Series 65 licenses and with 47 years of industry experience. She has worked at RBC Capital Markets since 2015 and is also affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and tailored strategies based on each client’s risk profile.

Keith Devine is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2022, he worked at Monaghan Tooling Group and has experience in education and early childhood services through roles at the University of Dayton, The Little Gym, and Peters Township School District. 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.

Kenneth Sharon is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 32 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Kenneth began his career with Merrill in 1990 after graduating from Pennsylvania State University System with a Bachelor's Degree in Business Administration. Kenneth focuses on comprehensive wealth management strategies tailored to meet the needs of individuals and families at every stage of life. His areas of expertise include college education planning, family wealth management, liquidity management, personal retirement planning, philanthropic and socially responsible investing, women and wealth, and tax minimization. He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Outside of his professional work, Kenneth is involved with his family and has participated in various youth sports programs and charitable organizations. His personal interests include baseball, cooking, gardening, hiking, ice hockey, tennis, woodworking, and spending time with his family.

Mitchell Mulqueen is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at the University of Pittsburgh and North Canton High School. Outside of his advisory role, he is also engaged in ridesharing and food delivery services with Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Paul Grachen is a CFP®-designated financial advisor with Ameriprise, based in Mt Lebanon, PA, and has 36 years of industry experience. He has been with Ameriprise and its predecessor firm since 1990. Outside of his advisory work, he serves as a basketball referee. Ameriprise Financial Services is a large, diversified 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 and tax-aware withdrawal strategies.

Kelly Wisniewski is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.