Matthew Mervosh is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves on the Finance Council of Holy Apostles Church, assisting with the handling of church funds. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendations through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its advisory process.

Nathan Obringer is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Nathan is involved in non-variable insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm combines advisory and brokerage services through an integrated platform offering financial planning, model wealth portfolios, and access to third-party asset management.

Brandon Hook is a CFP® professional with 18 years of experience in financial advising. He has worked at Robert Baird & Co. since 2022 and has been with Hefren Tillotson, Inc. since 2009. He is part of The DDK Group at Robert W. Baird & Co., which serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities in its advisory approach.

Christopher Wiles is a CFA® charterholder with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held roles at The AYCO Company, L.P./Mercer Allied and Rockhaven Capital Management, LLC. He is also a board member of the Mt. Lebanon Pension Investment Board and has been affiliated with Duquesne University since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a mix of proprietary and third-party strategies tailored to client objectives.

Tyson Smith is a financial advisor with Edward Jones in Beaver Falls, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Craig is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Primerica Advisors since 2014 and also operates a bookkeeping and tax preparation business, as well as an eCommerce retail business specializing in outdoor grills and smokers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Winfield Smathers IV is a financial advisor at Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Smathers serves as trustee for his grandfather's irrevocable trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Mary Feduska is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining LPL Financial in 2023, she spent 14 years at Harvest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Drew Linarelli is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors and Raymond James Financial Services. Outside of advising, he operates a business offering insurance products, including accident, health, disability, and life insurance. OSAIC Wealth, Inc. serves a diverse clientele including individual, high-net-worth, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party partnerships to construct and manage portfolios across a wide range of asset classes.

Kristina Pockl is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch since 2007. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a broad range of investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates its services with Bank of America’s corporate platform, providing access to a wide array of financial products and strategies.

Craig Tillotson is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 66 designations. He has 42 years of industry experience, including long-term service at Hefren-Tillotson, Inc. and self-employment. Tillotson has been with Robert Baird since 2022. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm combines manager-traded and model-traded strategies with ongoing investment monitoring and incorporates internal research and tools, including artificial intelligence, in client advice.

Jean Roccon Rohm is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he serves as Executive Vice President and Treasurer of The Johnny Mercer Foundation, which promotes educational programs introducing the Great American Songbook to younger generations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

John Reba is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Hefren-Tillotson, Inc. for 13 years before joining RBC Capital Markets in 2022. Reba serves as a voting member of the investment and finance committees on the board of the Brothers Brother Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management, responsible investing, and alternative investments.

Jackson Geisler is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and founding Geisler & Company Financial Planning. Outside of finance, he has experience in the food and beverage sector, including time at I Love Juice Bar and Fresh From the Farm Juice. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Melissa O'Malley is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at Robert Baird & Co., where she has been since 2022, and previously spent over 30 years at Hefren-Tillotson, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of services including financial planning, portfolio management, and custody and brokerage services.

Christine Saitta is a CFP® professional with 29 years of experience in the financial industry. She is currently with Raymond James & Associates, where she has worked since 2023, following previous roles at City National Bank and RBC Capital Markets. Outside of finance, she performs bookkeeping duties for a contracting business owned by her spouse. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by a range of affiliated services including municipal and public finance capabilities.

Mark O'Leary is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is a 25% owner of Station Place LLC, which owns a mixed-use rental property in Beaver, Pennsylvania. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal services.

Zachary Ross is a financial advisor with LPL Financial who holds the Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Northwestern Mutual Wealth Management Company and affiliated entities from 2019 to 2022 and had an earlier role at Edward Jones. Before entering the financial industry, he spent eleven years at JetBlue Airways. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

Kevin Murray is a financial advisor with Equitable Advisors in Cranberry Township, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Antonia Podgorski is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she owns and cares for a horse entered in barrel racing competitions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors.