Jeffrey Joy is a financial advisor with RBC Capital Markets in Sewickley, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients' risk profiles using both in-house and third-party managers.

Aleksandr Marshall is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to develop financial plans aimed at achieving their goals. Prior to this position, Aleksandr served in several roles within Fidelity Investments, including Investment Consultant from 2024 to 2026, Relationship Manager in 2024, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. Throughout his career at Fidelity Investments, Aleksandr has gained experience in various aspects of client relations and investment consulting. His professional background reflects a progression of increasing responsibilities in the financial services industry. No additional information regarding his education or personal interests has been provided.

Jonathan Mcmonigal is a CFP® and holds a Series 66 designation, with seven years of industry experience. He is currently with Robert Baird & Co. and has previously worked at Hefren Tillotson. Mcmonigal also has prior experience outside of financial services, including roles at Panera Bread and The Pennsylvania State University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies and portfolio management services, supported by internal research and manager oversight, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Diana Freedman is a financial advisor with Raymond James & Associates in Cranberry Township, PA. She holds the Series 66 designation and joined the firm in 2025. Prior to her career in finance, she worked with the Federal Bureau of Investigation and served at the Springdale Police Department. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research resources.

Lisa Hitchcock is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of her advisory work, she serves as treasurer for the North Hills Fast Pitch Softball Boosters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations for clients.

Kevin Sherrets is a financial advisor with Ameriprise in Cranberry Township, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and owns RKM LLC, both investment-related business entities. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed account holdings and algorithmic support in its advisory process.

Jared Scholl is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Carol Beck is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® credential and Series 63 and 65 licenses. She has 41 years of industry experience, including roles at Connecticut General Life Insurance Company and Sandra Solomon Associates. Outside of advising, she is a yoga instructor and president of a leasing business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management and model-based solutions across multiple platform arrangements.

Chris Deandrea is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously held roles at Global Retirement Partners, LPL Financial, and Henderson Brothers Retirement Services. His other business activities include serving as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing a range of investment solutions including proprietary models and access to third-party strategists.

Robert Quarture III is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Cetera, Benchmark Financial Advisors, and PNC Investments. Outside of his advisory role, he is involved with Compass Wealth Management in Sewickley, 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Karen Bostick is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and Transitions Wealth Management during her career. 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, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Ryan Oster is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at GNC Inc., PFS Investments Inc., Ppg Industries, and Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of its investment models.

Christina Lewis is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at E.E. Powell & Company, Inc. from 2023 to 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios composed of mutual funds, ETFs, and ETPs.

William Fraser III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hefren-Tillotson, Inc. for 14 years prior to his current roles at Cetera and Fraser Wealthcare. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multi-manager platforms and various program structures.

James Sporrer is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he serves as a financial secretary and officer for the Knights of Columbus Council, managing financial records and communications. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs and customizes investment strategies through a combination of in-house and third-party managers, offering various portfolio management and financial planning services.

Brent Carnes is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2022, he worked at ABARTA Coca Cola and Sam’s Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kyle Larsen is a financial professional with 14 years of industry experience, currently affiliated with Cetera since 2023. He holds a Series 66 designation and has prior experience with Securian Financial Services, Minnesota Life Insurance, and CRI Securities. Outside of his advisory role, he is involved in fixed insurance sales through North Star Consultants and provides financial services under North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party strategies.

Leah Wetzel is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, previously holding positions at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client’s risk profile and utilizing a combination of in-house and third-party investment resources.

Kenneth Rodgers is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously with Hefren Tillotson beginning in 2016. 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, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, using a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Marc Mattarochia is a financial advisor with LPL Financial in Wexford, PA, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Cottrill Arbutina Wealth Management Group for four years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.