John Maggio is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of The Maggio Group. He works closely with clients to help them define and pursue their unique financial goals and manages relationships by designing tailored offerings that align with client priorities and needs. His expertise includes portfolio design and evaluation, wealth strategy, financial modeling, and facilitating access to banking services through Bank of America, N.A. John began his financial career at BNY Mellon in the corporate trust department, focusing on Tender Option Bonds. He joined Merrill Lynch Wealth Management in 2011 and has held several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree in Finance from Virginia Polytechnic Institute and State University, earned in 2009. John lives in Pittsburgh with his wife Kaitlin and their two children. In his free time, he enjoys golfing, skiing, and spending time with his family.

Jessica Stofko is a Planning Consultant at Fidelity Investments, where she collaborates with individuals and families to develop and maintain strategies aimed at growing, managing, and protecting their wealth through ongoing financial planning. She has been with Fidelity Investments since 2021, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, Jessica served as a Financial Advisor at Ameriprise Financial Services, LLC from 2014 to 2021. Her experience encompasses various aspects of financial advisory services, focusing on personalized client strategies and wealth management.

Joseph Ford III is a Series 66-credentialed financial advisor with Edward Jones, based in Allison Park, PA, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Danielle Slacker is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms, including Avantax and Cambridge Investment Research Advisors, and serves as Senior Tax Manager at Mercadante & Company, P.C., where she provides tax planning, preparation, and consultation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Kira Napolitano is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored strategies using a combination of in-house and third-party investment managers and tools.

John Wojtowicz is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2023, he spent 35 years at Harvest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and corporations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, Joslyne serves as a board member for Al's Bike Drive, supporting the Toys for Tots program by organizing bicycle donations, and as chair/president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers clients integrated planning and managed-account solutions with periodic reviews through a network of financial advisors.

Carly Seneca is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior roles include positions at Pensionmark Securities, Harvest Financial, and BNY Mellon. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based solutions tailored to client objectives.

Matthew Mezmar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 57 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating insurance-related products and bank deposit sweep options alongside traditional investment choices.

Bryan Byrd is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. He has worked at Lincoln Financial Securities Corporation and currently maintains a coaching role in sports and fitness at Robert Morris University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and advanced portfolio management technologies.

Paul Horan Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at MML Investors Services and MassMutual and has been involved with NCG Benefits since 2008. 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Kelly Kennedy is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of advising, she co-authored a book titled "Mastering Your Financial Success" and hosts an after-school running program at her child's school. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to multiple advisory platforms and third-party managers.

Garrett Temchulla is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and offering 12 years of industry experience. He has worked with Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he is the owner of a real estate and rentals business, GT Getaways, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a range of advisory models and partners with third-party asset managers to deliver tailored investment solutions.

Mckenzie Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Miller worked in various roles including management positions in the hospitality industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party managers, and an integrated platform that includes insurance products.

Cassidy Carlson is a CFP® with eight years of industry experience currently working at Raymond James & Associates. Prior to joining Raymond James, she held positions at Robert Baird & Co. and Hefren Tillotson. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and portfolio management options.

James Ferrell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning tools and models to support client strategies.

Nicholas Feeney is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services for seven years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Bruce Bateman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has operated his own business involving hay and cattle sales since 2008. Bateman also serves as a director on the board of the Grove City Sportsmens Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Seymour is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked within the Wells Fargo organization since 2014, including 12 years at Wells Fargo Clearing. Outside of his advisory role, he co-owns a rental property in Ebensburg, Pennsylvania. 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 provides a broad range of planning services tailored to clients who meet specific net-worth thresholds and supports recommendations with proprietary research and planning tools.

Eric Nan is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment research.