Kevin Day is a CFA® charterholder with 13 years of experience in the financial industry. He has worked at Cetera since 2018 and previously held roles at Federated Investors and First National Bank of Pennsylvania. In addition to his advisory role, he serves as Market Executive for FNB Wealth Management, overseeing sales and service functions at First National Trust Company. Cetera Investment Advisers LLC is a national investment advisory firm that serves individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management, retirement, and consulting services through a multi-manager platform with flexible program options and over $256 billion in assets under management.

Colleen Neuendorffer is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Fuller & Co, and Hefren-Tillotson. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Marcel Brown is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity and Wells Fargo, among other firms. Marcel is currently based in Ambler, PA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Corey Di Pietro is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 designations and eight years of industry experience. His prior work includes roles at Citizens Bank and Citizens Securities, Inc., as well as a five-year tenure at Robert Morris University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Christian Vadas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and has prior experience at Lithia Motors, Ken Ganley Toyota, Fitness International DBA L.A. Fitness, and American Pool. 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 model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katrina Saylor is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2017 and previously worked at PNC Investments. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lucas Boyd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at PNC Private Bank for three years and BNY Mellon for seven years. Based in Pittsburgh, PA, Boyd joined Merrill in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Megan Paull is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has worked at Prudential Insurance Company of America since 2008 and was with Pruco Securities, LLC from 2008 to 2024. Megan also manages Export Financial LLC, a business entity used for administrative purposes unrelated to investment activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Audrey Webb is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Merrill since 2019 and previously was with Northwestern Mutual Investment Management and Kevin Miller. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Linville is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles at McKinsey & Company, Harvard Business School, and service in the United States Navy. Outside of his advisory work, Linville has ownership interests in several technology and consumer startups, including an AI-enabled video company, a robotics technology firm, and a health-focused beverage company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria when recommending strategies, delivering services on a non-discretionary basis through a select group of Wealth Advisors.

Amanda Blount is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 16 years of industry experience, including roles at Hefren-Tillotson, Inc. and Robert Baird & Co. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning and portfolio management services, utilizing a combination of internally managed strategies and external partnerships.

Margaret Rimmel Galant is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has a background that includes several years of full-time education along with roles at Emory University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Evan Frazier Jr. is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes five years at Henderson Brothers, Inc. and roles at the University of Dayton. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Joseph Lantz is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has six years of industry experience and is currently a financial advisor at Raymond James Financial Services Advisors, Inc., where he has worked since 2022. Prior to this, he spent 15 years with Federated Hermes. Outside of his advisory role, he serves on the investment committees of two nonprofits, Achieva Family Trust and United Way of Southwestern 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, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors.

John Walter is a Series 66-licensed financial advisor with Edward Jones in Pittsburgh, PA, where he has been practicing since 2019. He has six years of industry experience, including prior roles at Bobby Rahal Motorcar Company and Pep Boys. Outside of his financial advisory work, John serves as a firefighter with the Cranberry Volunteer Fire Department and is a co-owner of JPWS LLC, under which he published a book on online dating. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Porter is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked briefly at Hefren-Tillotson Wealth Management and The Oven Pizza Co., and has a background in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research, model-based asset allocation, and institutional trading capabilities to deliver tailored financial planning and portfolio management.

Maxwell Hine is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His work history includes roles at JPMorgan Chase Bank, UBS Financial Services, Goldman Sachs & Co. LLC, and Waldron Private Wealth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework in its recommendations.

Gavin Mullen is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of Craig-Goodworth-Mullen & Associates, a wealth management group within Merrill Lynch. He specializes in multigenerational planning for individuals, families, and businesses. Gavin joined Merrill in 2012 and provides comprehensive wealth management services, including education planning, retirement income strategies, and small business strategies. Gavin earned both his Bachelor's and Master's degrees from the State University of New York at Plattsburgh and holds an Accredited Certificate from the College for Financial Planning. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), along with FINRA Series 7 and Series 66 registrations. Prior to his career in wealth management, Gavin taught mathematics in New York City. He lives in the Highland Park neighborhood of Pittsburgh with his wife and three children. In his personal time, Gavin enjoys golfing, racquetball, running, and table tennis.

Chad Friday is a financial advisor at Edward Jones in Monroeville, PA, holding a Series 66 designation with two years of industry experience. His previous roles include positions at RW Baird, First National Bank, and Morgan Stanley. Outside of finance, he has experience working at Kenwood Country Club and Mios Pizza Pub. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Herman Dieckmann is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Stifel since 2022. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2022. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.