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 previously at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he is a managing partner in Cheddar Pointe LLC, a real estate investment venture. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

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. Gallagher is also involved in entrepreneurial activities through entities related to his LPL business. LPL Financial serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations, offering a range of advisory programs and financial planning services supported by extensive research and technology.

Jacob Cuthbert is a CFP®-certified financial advisor at LPL Financial with 21 years of industry experience. He has previously worked at Waddell & Reed and Educo Advisor Group, among other firms. Outside of his advisory work, Cuthbert is a part-time instructor at the College for Financial Planning and serves on the board of the Mon Valley Alliance nonprofit. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and retirement planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Mercedes Mc Farland is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at JP Morgan Securities and Federated Investment Counseling. She is also involved with DSF Wealth Management Group, LLC, where she provides financial planning services. Cetera operates as a large-scale SEC-registered platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager approach, combining affiliated and third-party strategies across various program structures.

Amanda Swick is a Series 66-licensed financial advisor with four years of industry experience. She currently works at Morgan Stanley and previously held roles at Raymond James & Associates, Merrill, and TIAA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates.

Jeffrey Tito is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial strategies aligned with their goals and objectives. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before his current position. Throughout his tenure at Fidelity Investments, Jeffrey has gained experience across various aspects of financial planning and investment consulting. He focuses on creating tailored financial strategies to meet individual client needs. Additional information regarding Jeffrey's education, credentials, personal interests, or community involvement has not been provided.

Scot Love is a CFP® with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Pittsburgh, PA. Outside of his advisory role, he is involved in residential rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Nicholas Theis is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and previously worked at Baird and Jimcor Agencies. Outside of his advisory role, he was involved with Theis Media and held teaching positions at Penn State University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including high-net-worth individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors.

Benjamin Montgomery is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 18 years of experience in the financial services industry. He is currently with Robert Baird & Co., where he has worked since 2022, and has also been with Hefren-Tillotson, Inc. since 2005. 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 and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and tools.

Jake Gleba is a Financial Consultant at Fidelity Investments, where he assists clients in developing customized holistic financial plans by exploring and understanding their personal financial goals and unique situations. He has been with Fidelity Investments since 2022, progressing through several roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Investment Consultant since 2025. Throughout his tenure at Fidelity, Jake has gained experience in various aspects of financial planning and investment consulting. His approach focuses on personalized financial strategies tailored to individual client needs. Outside of his professional work, Jake's interests include beach activities, boating, fitness, football, golf, and skiing.

Graham Versaw is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he works with families to assist them in making informed decisions about their finances through personal relationships and ongoing financial planning. Prior to this, he held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2025 and Investment Consultant from 2023 to 2024. Graham's professional experience also includes working as a Financial Planner at Range Finance, Inc from 2022 to 2023, Advisor Consultant at Federated Hermes, Inc from 2018 to 2022, and Financial Advisor Associate (Internship) at UBS Financial Services, Inc from 2015 to 2016. His career reflects a consistent focus on financial planning and advisory services. Outside of his professional work, Graham enjoys cooking and baking, fitness, golf, reading, traveling, and volunteering.

Benjamin Gongaware is a financial advisor at UBS Financial Services with six years of industry experience. He has been with UBS since 2018 and previously worked at MACRO Clinical Research at the University of Pittsburgh. He teaches a six-week course on general financial information to senior citizens through the Osher Lifelong Learning Institute at Carnegie Mellon University. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Chris Deandrea is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Global Retirement Partners, LPL Financial, Henderson Brothers Retirement Services, and PNC Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services, delivering solutions through independent Financial Professionals who utilize a variety of portfolio management and advisory strategies.

Paul Feldman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and its affiliate entities since 2016. Feldman is also licensed as an insurance agent, offering life, health, disability, annuities, and long-term care insurance in addition to his advisory role. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, including model portfolios, third-party managers, and custom strategies.

John Kiger is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Keybank and Key Investment Services, LLC. Outside of his advisory work, he is the owner of Tiger Cards, a business that buys and sells sports cards and memorabilia through online platforms. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, 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 a multi-manager platform with various program structures and custodial relationships.

Robert Luksis Jr. is a financial advisor at OSAIC with 27 years of industry experience. He previously spent 25 years at Lincoln Financial Advisors Corp and has been self-employed since 1994. Luksis holds a Series 63 designation and also offers accident, health, disability income, and life insurance products as part of his business activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing, with portfolios including various asset classes managed on both discretionary and non-discretionary bases.

Drew Brown is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for 12 years. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Robert Blough is a financial advisor with Cetera in Houston, PA, holding a Series 63 designation and over 30 years of industry experience. He has been with Cetera and its affiliated entities since 2005. Outside of his advisory role, he serves as the board chairman and chairman of the budget and finance committee for First United Presbyterian Church of Houston, PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Richard Samolovitch is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant boys middle school volleyball coach. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.