Samuel Ginsberg is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at Boenning & Scattergood Inc for 14 years before joining LPL Financial in 2023. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Gray is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Money Concepts Capital Corp, and Bombardier. Outside of advisory services, he also provides tax analysis and preparation as a sole proprietor. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with various portfolio management options and is notable for its large scale, extensive affiliate network, and recent consolidation activities.

John Zalewski Jr. is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at BNY Mellon for ten years. 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 model-based and discretionary strategies designed by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Michael Brown is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. His work history includes prior roles at several Federated affiliates and a period of academic involvement at Duquesne University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with fiduciary financial planning and portfolio management. The firm operates with institutional trading capabilities and a broad service platform that includes custody, underwriting, and securities-backed lending programs.

Donald Frenz is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendation reports through a centralized consulting team.

Wesley Nicholson is a CFP®-certified financial advisor with 43 years of industry experience, currently associated with Wells Fargo Advisors. He previously worked at Laurel Financial Group and Commonwealth Financial Network, where he spent over three decades. Nicholson is also a co-owner of Laurel Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product offerings and uses proprietary research and tools to develop tailored client recommendations.

Nicholas Troha is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and DSF Wealth Management Group, as well as experience in higher education at Ursinus College. Outside of finance, he has involvement with community organizations including youth sports leagues. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party investment options.

Anthony Pol is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he is president of Poach, Koury & Associates LLC, where he manages an investment-related business. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nathan Paschel is Vice President, Wealth Planner at Fidelity Investments, where he works with high-net-worth families to provide organization, accountability, education, and partnership around their financial goals. He holds the CERTIFIED FINANCIAL PLANNER designation and brings knowledge that includes an in-depth understanding of financial markets as well as holistic financial planning. His professional experience includes roles at Fidelity Investments since 2019, previously serving as a Financial Consultant before his current position. Prior to that, he worked as an Associate in Fixed Income at JP Morgan Investment Management from 2017 to 2019, a Senior Financial Consultant at TD Ameritrade from 2015 to 2017, and a Retirement Plan Consultant at ADP Broker-Dealer from 2013 to 2015. Nathan holds a California Insurance License. Outside of his professional work, Nathan enjoys camping, golf, hiking, parenthood, and traveling.

Tyler Vallano is a financial advisor with Robert Baird & Co. and holds the Series 66 designation. He has 18 years of industry experience, including 14 years at Hefren Tillotson, Inc. Prior to joining Robert Baird & Co. in 2022, he worked extensively in the Pittsburgh area. Vallano serves on the Board of Directors and the investment/finance committee of The NEC Society. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business entities, pension plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Kyle Bero is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously with Axa Advisors, LLC, as well as Nemacolin Woodlands Resort. Outside of his advisory role, he is the owner of KKB & Associates, a non-investment business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to provide tailored investment solutions.

Earl Brooks Jr. is a CFP® professional affiliated with OSAIC, based in Pittsburgh, PA, with 31 years of experience in the financial services industry. He previously worked at Triad Advisors, Inc. for 19 years and has been self-employed since 1988. In addition to his advisory role, he owns Earl Brooks Services, a tax preparation and planning business. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money managers.

Jesse Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Nationwide Financial, The Huntington Investment Company, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co, and PNC Wealth Management. Outside of his advisory work, Bowman is involved with non-variable insurance businesses. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Bryan Procaccini is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Certified 401(k) Professional (C(k)P®) designation from Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. Bryan has over seventeen years of experience in investment management. He works closely with plan sponsor clients, providing a broad range of services including retirement plan investment committee support, fiduciary assistance, corporate executive services, family wealth management strategies, institutional consulting, personal retirement planning, portfolio management, and small business strategies. Bryan and his team manage over $1 billion for select families, corporations, and non-profit entities. Bryan is a graduate of Baldwin Wallace University with a Bachelor's Degree in Business Administration and Finance. He serves as a director at Ward Home, Inc. and is involved with Children's Hospital's Camp Chihopi. His personal interests include adventure sports, golfing, music, reading, spending time with family, and traveling.

Anthony Mascioli is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015, as well as at Citigroup Global Markets from 2014 to 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Justin Newbauer is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His prior roles include positions at Triad Advisors and several entities within Federated Investors from 2015 to 2019. Outside of his advisory work, he is involved with 1st Phorm, a nutrition and health supplements company. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a broad platform and a large network of investment adviser representatives.

Matthew Wilson is a financial advisor with Primerica Advisors in Washington, PA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His career includes roles at Primerica Financial Services since 2015, PFS Investments Inc. since 2014, and AT&T from 1999 to 2017. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies developed by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

John Mcshane is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2022, following 14 years at Boenning & Scattergood. Outside of his advisory role, he is a managing partner at Cheddar Pointe LLC, a real estate-related business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Brendan Gallagher is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Financial Network and Edward Jones. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Cuthbert is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed, Educo Advisor Group, and FPA of Pittsburgh. He serves as a part-time instructor at the College for Financial Planning and sits on the board of the Mon Valley Alliance, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both firm research and third-party strategies, supported by extensive operational tools.