Brian Giffin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 33 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Outside of his advisory work, he owns Gripstah LLC, a company he created to support a new direct pay system. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through various advisory programs and has specialized municipal and SIMPLE IRA consulting services.

Rita Endler is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of her advisory role, she is involved with Waymaker Wealth Management, a separate business in Beaver, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports advisory programs and institutional portfolio management across a large network.

Nicholas Merandi is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His work history includes multiple roles within Charles Schwab and Charles Schwab Bank. Outside of finance, he has experience in entrepreneurial ventures including Green Cherry Organics, Meticulous Painting LLC, and Lilliput Play Homes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options alongside integrated custody and brokerage services.

Michael Priola is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he owns a business related to a financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Cara Thomas is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She has worked at Equitable Advisors since 2019, following brief tenures at AXA Advisors. Prior to her financial advisory career, her work history includes roles at Subway and TJ Maxx. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary tools.

Richard Palmer is a Financial Consultant currently working at Fidelity Investments. He specializes in retirement planning and investment management, assisting clients in developing actionable financial plans. Richard has gathered diverse experience at Fidelity, progressing through roles including Investment Consultant from 2021 to 2023, Relationship Manager from 2019 to 2021, Investment Solutions Representative from 2017 to 2019, and Work Place Associate from 2016 to 2017. Outside of his professional commitments, Richard enjoys activities such as boating, fishing, painting, traveling, and spending time with family.

Amit Grover is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Grover serves on the board of Girls Hope of Pittsburgh, a nonprofit focused on education and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s analyses and manages approximately $2.74 trillion in client assets.

Ross Tomer is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he joined the Brown, Hurray, Plantz group in 2018. He works with corporate executives and closely-held businesses, focusing on creating financial strategies that build and preserve retirement assets. Ross adopts a consultative approach tailored to each client’s specific needs and goals, and his expertise includes cash management, retirement planning, insurance strategies, portfolio management, and retirement income. Ross holds a bachelor’s degree in economics from Colorado State University in Fort Collins, Colorado, and holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys biking, boxing, football, and skiing.

Nicholas Toy is a CFP® and CFA® with 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at The Huntington Investment Company and U.S. Bancorp Advisors. Outside of finance, he is a 40% owner of Early Bird Learning Center, where he is involved in business decisions and financial oversight. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Mulvaney III is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 designation. He has professional experience primarily with Morgan Stanley and WESCO, totaling several years across multiple roles. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Logan Dietz is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Robert Baird & Co. He has six years of industry experience, including five years at Hefren-Tillotson and one year with Robert Baird & Co. prior to his current role. He previously worked at Bowling Green State University for five years. Logan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, supported by home-office investment professionals and a variety of manager-traded and model-traded strategies.

Stephanie Mckay is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked for 15 years at Hefren Tillotson, Inc. before joining RBC Capital Markets in 2022. 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 provides tailored portfolio management and financial planning services through multiple advisory programs, leveraging a combination of in-house and third-party investment managers.

Michaele Mcnelis is a financial advisor at Osaic with 24 years of industry experience. She previously worked for Lincoln Financial Advisors for 23 years before joining Osaic in 2025. Mcnelis holds Series 63 and Series 65 licenses. Outside of advisory work, she co-manages a real estate partnership and serves as a trustee for a family trust that receives royalty income from oil and gas leases. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to provide a range of investment solutions.

Constantine Mavrogianis is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and 42 years of industry experience. He has worked at LPL Financial since 2016 and previously at MSI Financial Services, Inc. from 2011 to 2015. In addition to his advisory role, he is involved as an independent agent for non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Mouganis is a financial advisor with LPL Financial based in Wexford, PA. He holds the CFP® and ChFC® designations and has 38 years of industry experience. Prior to joining LPL Financial in 2023, he was with Commonwealth Financial Network for 14 years and worked as an insurance agent for 15 years. He is also the author of a non-investment book titled "Schooled in Retirement." LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management options, combining a broad array of investment strategies with extensive operational tools and a large network of advisors.

Brian Eagon is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for Horn Creek Acres, Inc., an agriculture business in Butler, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Darren Hucko is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. He serves as a board member and participates on the Investment/Finance Committee for the Bender Leadership Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and investment tools.

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® professional with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson for three years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services.