Zachary Laniewicz is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop financial plans tailored to their individual lifestyles and goals. He emphasizes understanding each client's unique personal and financial circumstances. Zachary has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Matthew Baculik is a financial advisor with Edward Jones in Washington, PA, holding a Series 66 designation and six years of industry experience. His career includes prior roles at State Farm Insurance and Baculik Insurance Group – Nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

David Schwartz is a Series 66-licensed advisor at RBC Capital Markets with nine years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets since 2014. 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 a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

David Galardini is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at several major firms, including Merrill, Morgan Stanley, and Citigroup Global Markets, before joining RBC Capital Markets in 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management strategies, combining in-house and third-party investment managers alongside integrated capital markets capabilities.

Lacey Thurner is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with UBS Financial Services in Canonsburg, PA since 2015. Outside of her advisory role, she performs as a singer in a local cover band that plays live music at various venues. UBS Financial Services serves individual, corporate, and institutional clients with offerings that include brokerage, investment advisory, and wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Niko Iacono is a Series 66-registered financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, he worked for Crowe LLP for three years and was affiliated with Indiana University - Bloomington for five years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

David Warholak is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016, previously spending six years with Morgan Stanley and one year with Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Thomas Walsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Avantax Insurance Agency and Avantax Advisory Services in prior roles. In addition to his advisory work, he is president of Thomas M Walsh & Associates, LLC, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various investment program options and discretionary and non-discretionary portfolio management services.

Randolph Bodnar is a financial advisor at Merrill with 27 years of industry experience. He has held his current position since 2000 and holds Series 63 and Series 66 designations. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Sullivan is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Kerry Campolong is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1994. In her role, Kerry focuses on assisting clients with building comprehensive wealth management strategies that address their individual needs, particularly in areas such as college education planning, personal retirement planning, and retirement income. With over 32 years of experience, Kerry utilizes her expertise to provide personalized attention and advice to individuals and families. Her approach begins with listening to her clients to understand their priorities, helping them make informed decisions and develop successful financial plans. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kerry earned her high school diploma from Paramus Catholic Girls High School. Outside of her professional work, Kerry enjoys music, spending time with her family, and watching movies. She participates in community involvement when able.

Morgan Gemondo is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining LPL Financial in 2025, he spent six years with Cambridge Investment Research. Outside of his advisory work, he has experience with Thomas Financial and previously worked at the Caldalzo Contemporary Dance Studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, including third-party asset management and institutional platforms.

Thomas Etzel is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has a background in accounting, operating his own CPA practice since 1993. Etzel is also the president and founder of The Foundation For Global Peace Building, a nonprofit organization, and a self-published author through his company Trailblazer Publishing LLC. Cetera Investment Advisers LLC provides a multi-manager investment platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Steven Hicks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial and Foresters Advisory Services LLC for a combined 24 years. Outside of his advisory role, Hicks serves as an advisory board member for White Oaks Assisted Living and is active with the Lost Creek United Methodist Church and Lost Creek Lions Club in various administrative and leadership capacities. 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 and operates a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

William Spero is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Foresters Financial Services, and First Investors Corp. He is a managing partner at Tri-Pointe Wealth Advisors, LLC, and is a member of the Southwest Regional Chamber of Commerce. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Daniel Dee is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, BlackRock Investments, and earlier at Merrill. Merrill, along 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 serves individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary strategies developed by internal and third-party managers.

Jason Baer is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Moran Jr. is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to his financial career, he held positions at Southern Airways Express and worked in various roles including education and retail. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and partners.

Jeffrey Russo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 36 years of industry experience. His prior work includes roles at Citizens Securities, Inc. and AllState Insurance Company. He serves as a board member for the Water and Sewage Municipal Authority for Plum Borough, where he participates in decisions on budgets, projects, and facility management. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers through a multi-manager platform.

Christian Barry is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.