Nicholas Sandusky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and BNY Mellon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many institutional advisers.

Robert Roskosh is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling.

Jacqueline Scalise is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network, LPL Financial, Waddell & Reed, The Huntington Investment Company, and National Planning Corporation. Scalise is also involved with Duncan Financial Group in Pittsburgh as an investment representative. Cambridge Investment Research Advisors serves a diverse client base of both individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, supporting both discretionary and non-discretionary management with proprietary and third-party model strategies.

Barry Courson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Robert Hilf, and Waddell & Reed. Courson is also co-owner of No Status Quo, LLC, where he manages an advisory business. 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 retirement planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Allen Williams Jr. is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding a Series 66 license and two years of industry experience. Prior to joining the firm, he spent eight years at S.E. Schultz Electric, Inc. Outside of his advisory role, he works as an assistant varsity wrestling coach for Chartiers Houston School District. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Tracey Smith is a financial advisor at Ameriprise with 31 years of industry experience. She has been with Ameriprise since 2005 and holds the Series 63 and Series 66 registrations. Outside of her advisory role, she has involvement in a business focused on bill payment and protection services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a structured service that emphasizes dependable income and tax-aware withdrawal strategies.

William Riley is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Riley is a co-trustee of two trusts for his daughters and owns Riley Financial Strategies Group LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and services.

Douglas Schreck is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 17 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Huma Mohiuddin is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has previously worked at BNY Mellon, J.P. Morgan Securities, Northern Trust Securities, and Morgan Stanley Dw Inc. Mohiuddin serves as a board member for the American Heart Association and the Pittsburgh Ballet Theatre. Merrill, together with 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 investment strategies for a range of individual and institutional clients.

Jack Ellenberger is a CFP® professional with 20 years of industry experience. He currently works at Robert Baird & Co. and previously spent 13 years at Hefren Tillotson, Inc. He volunteers on the finance and investment committees of the Greater Pittsburgh Community Food Bank and Grow Pittsburgh. The DDK Group at Robert W. Baird & Co., where he is based, serves high net worth individuals, corporate and business clients, pensions, and charitable organizations. The team offers a range of financial planning and portfolio management services, utilizing a mix of strategies and proprietary research, with over $390 billion in assets under management as of December 2025.

David Foster is a financial advisor at Merrill with the Series 66 designation and 19 years of industry experience. He has worked at Bank of America, N.A. since 2009 and has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by its investment platform and tax-efficient strategies.

Daniel Swiderski is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Before joining LPL Financial in 2023, he spent 36 years at Harvest Financial Corporation. He is also involved with Fuhrer’s, Inc., an insurance agency offering life, health, disability, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and model portfolio programs, supported by a large network of advisors and utilizing various investment strategies.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Brad Chiesa is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in complex wealth management strategies for individuals, families, and institutions. He has extensive experience addressing challenges such as tax minimization, multi-generational wealth planning, aspirational investing, and philanthropic planning. Prior to his current role, Brad served as a Senior Vice President at Bank of America, where he provided financial services and lending solutions to businesses and real estate investors in Western Pennsylvania. Brad's background includes 12 years as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, which has equipped him with expertise in lending, distribution strategies, and managing liquidity events such as sales and dividend recaps. His professional designations include Certified Exit Planning Advisor (CEPA), and he holds a Bachelor of Science in Business Administration with a focus in Finance and Accounting from the University of Pittsburgh. Outside of his professional work, Brad is engaged in community service and has held leadership roles in various nonprofit organizations. He currently serves on the board of The Challenge Program in Western Pennsylvania. Brad resides in the South Hills with his wife, Monika, and their two daughters.

Jason Fox is a Financial Consultant currently working at Fidelity Investments since 2024. He assists clients and their families in identifying, organizing, and prioritizing their financial goals. Jason's professional experience spans over a decade in the financial services industry, having held positions including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley and Edward Jones between 2015 and 2017, and Investment Services Partner at PNC Investments from 2013 to 2015. Throughout his career, Jason has developed expertise in financial consulting across multiple firms. Outside of his professional life, he engages in activities such as baseball, football, golf, family activities, parenthood, and volunteering.

Susan Delfine is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1982. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.

Mary Puzak is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. She previously worked at Trustmont Financial Group, Inc. for 22 years and has been self-employed since 1991. Outside of her advisory role, she owns and operates Puzak Wegley Tax Service, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a large network of advisors.