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.

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.

Logan Byrd is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Arnold Palmer's Latrobe Country Club and Reed's Auction Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment approaches with portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance services.

Chad Friday is a financial advisor at Edward Jones in Monroeville, PA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at RW Baird, First National Bank, and Morgan Stanley. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of 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.

David Rich is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Ameriprise since 2009 and previously spent three years at Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryson Edmonds is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing, written recommendations focused on income sources and tax-aware withdrawal strategies.

David Jancisin is a financial advisor at Merrill with 49 years of industry experience. He has held positions at Merrill since 1977 and Bank of America, N.A. since 2009. He holds Series 63 and Series 66 licenses and is based in Pittsburgh, PA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party managers.

Calvin Moore II is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of New York and the Federal Home Loan Bank of Pittsburgh. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.

Douglas Comin is a financial advisor with Ameriprise in Latrobe, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC before joining Ameriprise. Outside of his advisory role, he occasionally serves as an ordained substitute minister and is a self-published author of a religious book. Ameriprise provides retirement-income planning services tailored to clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Deepak Kotwal is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Sagepoint Financial, Inc. and Mon Valley Pathology Associates, where he served as office manager for 30 years. Outside of advising, he maintains responsibilities related to fixed insurance products and operates a financial services business under Intergen Advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, managing over $256 billion in assets with a network of more than 10,000 advisors nationwide.

Mitchell Niderstros is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. His prior work includes roles at Robert Baird & Co., Hefren-Tillotson, and Dollar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Jonathan Suley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 22 years of industry experience, including prior roles at Cetera from 2007 to 2016. Outside of his advisory work, he serves as an independent insurance agent and is president of Dynasty Real Estate Investments, a multi-family rental property business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Scot Love is a CFP® with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Pittsburgh, PA. Outside of his advisory role, he is involved in residential rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Amy Newcamp is a Series 66-licensed financial advisor with Merrill in Pittsburgh, PA, with 14 years of industry experience. She has been with Merrill since 2001, totaling 25 years in her professional career. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Bohn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2014 and has been part of the financial services industry since 2011. Brian serves as the managing partner of the Bohn, Brinker, Floberg Group, providing wealth management services tailored to individual client needs across complex market cycles. Brian's professional expertise includes corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Private Wealth Advisor® (CPWA®) designation sponsored by the Investments & Wealth Institute™. Additionally, Brian holds designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Robert Morris University. Brian is involved in community organizations including Magee Women's Hospital, the Robert Morris University Men's Lacrosse Program, and the Theodore Roosevelt Conservation Partnership. His personal interests include football, golfing, hunting, and spending time with his family.

Donald Angel is a financial advisor with Cambridge Investment Research Advisors in Murrysville, PA, holding a Series 66 credential and 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012, and previously held positions at LPL Financial and Mutual Service Corporation. Outside of his advisory role, he serves on the board of management for the Deer Valley YMCA Camp in a volunteer capacity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management services.

Matthew Eisenhuth is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ameriprise and its related entities since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Mark Silvester is a financial advisor with Cetera Investment Advisors LLC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Oppenheimer and Citizens Bank of PA. Outside of his advisory role, he serves as Vice President of the Board for the Morningside Area Community Council, a nonprofit involved in planning community events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.