Dean Ponterio is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at Cetera since 2025 and has prior experience at H.D. Vest in various roles from 1998 to 2019. In addition to his advisory work, he operates an accounting and tax preparation practice as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Donald Detts is a CFP® credentialed financial advisor with 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. Detts is based in Washington, PA, and holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Marielise Fraioli is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in legal practice and held positions at Pilgrim Christakis, LLP, Lawrence Kamin, LLC, and Kaplan & Associates, LTD. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alon Goldblum is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. Prior to his current role beginning in 2023, he has worked in various capacities including stints at Wigle Whiskey and as a college instructor at Drexel University, the University of Pittsburgh, and Duquesne University. Outside of finance, he contributes regularly to his family's restaurant business, The Forge, assisting with bartending and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies utilizing both in-house and third-party managers, along with access to alternative investments and integrated lending services.

Landon Shank is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at PNC Bank, PennWest University, and K&L Industrialized. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, funds, and model portfolios.

Robert Blough Jr. is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Cetera in Houston, PA. He has been with Cetera and its related entities since 2009 and also operates Blough Financial Services, a financial services firm. Additionally, he is involved in insurance sales through Cincinnati Life Insurance Company. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to various third-party managers, overseeing more than $256 billion in assets with a network of over 10,000 advisors.

Jenn Smith is a Planning Consultant at Fidelity Investments, where she collaborates with clients to design and implement financial plans aimed at achieving their financial goals. She has held this role since 2026. Prior to this position, Jenn served as a Relationship Manager and Financial Representative at Fidelity Investments from 2025 to 2026 and 2024 to 2025 respectively. Before joining Fidelity, she worked as a Senior Client Operations Specialist at Alto Solutions from 2022 to 2024.

Rita Huckle is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 42 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she has been involved in non-investment related referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while maintaining operational oversight of its investment models.

James Mrdjenovich is a CFP®-certified financial advisor with 16 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is a part owner of a real estate rental business and is involved in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating advanced technologies.

Robert Zewe is a Planning Consultant at Fidelity Investments, where he works with clients to help customize financial plans tailored to their unique planning needs. He has been with Fidelity Investments since 2025, initially serving as a Financial Representative and then as a Relationship Manager before assuming his current role in 2026. His professional experience within Fidelity Investments spans various client-focused positions, providing him with a comprehensive understanding of financial planning and client relationship management. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

James Gwyer is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, Gwyer serves as President of the Bethlehem Center School District board and is a board member for Center in the Woods in Brownsville, Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Suanne Schweinsberg is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch Pierce Fenner & Smith Inc. since 2003. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a diverse set of products and services.

William Constantine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Cetera since 2014 and also has experience with the First National Bank of Pennsylvania. Outside of his advisory role, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Richard Knause is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cadaret, Grant & Co., Inc. for 21 years. He is also involved with Arthur/Kent, Inc., where he has maintained a role for over 29 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jill Frye is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she is involved as a retail employee at a retail business. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to provide advisory services.

F. Marsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Marsh has been with Cetera and its affiliates since 2013. Outside of advisory work, he serves as chairman of the endowment committee for Lutheran Campus Ministry in Greater Pittsburgh and is a council member overseeing finances at First English Evangelical Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers and various program structures.

Beth Deklewa is a financial advisor with LPL Financial in Bridgeville, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with LPL Financial since 2014. Deklewa is also a notary public, a role she assumed in 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of representatives, offering both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Kevin Gallagher is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Stifel since 2007 and is based in Bethel Park, PA. Outside of his advisory role, he serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individual and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

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.

Joseph Free is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to his current role, he worked at institutions including Jpmorgan Chase Bank, N.A., Mason Classical Academy, and Ave Maria University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.