Mark Battaglia serves as a Senior Resident Director and Wealth Management Advisor at Merrill. With nearly four decades of experience in financial advising, Mark has built a client base that includes families, business owners, active and retired athletes, and corporations, focusing on comprehensive wealth management and retirement planning strategies. Mark earned a Bachelor's degree in Business Management from Pennsylvania State University and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He draws on his extensive background and the resources of a major financial institution to manage client portfolios holistically, emphasizing risk management and transparency. Originally from Upper St. Clair, Mark lives in Mt. Lebanon with his wife Diane. They have three daughters, all Penn State graduates. Mark supports community organizations such as Girls Hope of Pittsburgh and Cast in Traditions and represents his firm in events that benefit local veterans. His personal interests include golf, fly fishing, and spending time with his family.

Kevin Rose is a CFP®-certified financial advisor with LPL Financial, based in Finleyville, PA, bringing 31 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years before joining LPL Financial and Rose Financial Group in 2023. Outside of advisory work, he is involved in tax preparation and holds a notary public commission in Pennsylvania. 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

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, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee of a family trust and acts as an executor for his father's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kevin Murphy is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop comprehensive wealth management strategies tailored to their goals, values, and financial priorities. His services encompass retirement income planning, investment management, wealth accumulation, risk management, and legacy planning. Kevin utilizes Merrill's investment platform along with Bank of America's banking capabilities to coordinate strategies addressing investing, banking, lending, and wealth planning needs. Kevin's areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from James Madison University. Outside of his professional work, Kevin enjoys cooking, golfing, hiking, listening to music, and spending time with his family.

Matthew Prepelka is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Merrill in 2019, he worked for UBS Financial Services Inc. from 2007 to 2019 and currently also serves as the owner of Two Brothers Holdings, an archery shop, and Big Bow Outdoor Productions, a media production company. Additionally, he is a board member of Outdoor Immersion, a charitable organization organizing community races. 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, charities, and corporate fiduciaries. The firm integrates closely with Bank of America’s broader platform, providing access to a variety of financial products and services.

Deron Donalson is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Robert Baird since 2022, previously spending 18 years at Hefren Tillotson, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection, monitoring, and the use of internal research tools.

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 three 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 retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor for multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Bethany Mitcheltree is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Cetera and its affiliates since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Paul Contos Jr. is a CFP® certified financial advisor with 26 years of industry experience. He has been with LPL Financial since 2023, following a 19-year tenure at Citizens Investment Services Corp. He is based in Pittsburgh, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs including discretionary and non-discretionary management, supported by research and technology-driven solutions.

John Snyder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services since 2013. Outside of advising, he is an author working on a book about timeless principles and modern challenges, and he serves as waterfront staff at a YMCA family camp. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers across various program structures.

Jesse Garshak is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Valic Financial Advisors and Agia. Outside of his advisory role, he owns Garshak Industries, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 a Series 66 credential and two years of industry experience. Prior to joining Merrill, he held positions at Monaghan Tooling Group, the University of Dayton, The Little Gym, and Peters Township School District. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional entities. The firm’s integrated platform includes access to a wide range of investment products and related financial services.

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 one year of industry experience. He previously worked at the University of Pittsburgh and North Canton High School. Outside of advising, he is engaged in ridesharing and food delivery through Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based 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 client strategies.

Paul Grachen is a CFP® with 35 years of industry experience and is currently affiliated with Ameriprise in Pittsburgh, PA. He has worked at Ameriprise and its predecessor entity since 1990. Outside of his advisory role, he serves as a basketball referee. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Kelly Wisniewski is a financial advisor at Merrill with 27 years of industry experience. She has held her current position at Merrill since 1998 and holds a Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.