Kenneth Fisher III is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 designations and having 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated capital markets capabilities.

John Ford is a financial advisor with Morgan Stanley in Sewickley, PA. He holds a Series 66 designation and has experience at Morgan Stanley since 2026, with prior positions at BNY and the University of Pittsburgh. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market assumptions to support its financial planning process.

Archibald Leonard is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. 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 investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Manges is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1992 and owns Manges+ Associates Inc., an investment-related business affiliated with Primerica. Manges also receives compensation for referrals related to home security and automation products through Primerica Client Services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

James Tepke is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Timothy Hunkele is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior experience includes roles at Hefren Tillotson, PNC Bank, and Federated Investment Counseling. Outside of his advisory work, he has coached middle school baseball for the Pine Richland School District. He is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of SMA strategies, tax management, and internal research including artificial intelligence, with approximately $394 billion in assets under management as of December 2025.

Danielle Gilliam is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America NA, Bimbo Bakeries USA, and Mercedes-Benz of Pittsburgh. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer offering a range of advisory programs and financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary tools and modeling techniques.

John Murray is a financial advisor with LPL Financial in Wexford, PA, holding a ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. Prior to joining LPL Financial in 2025, he spent over two decades with Grove Point Investments, LLC and its affiliated entities. Outside of his advisory role, he is involved with the US Legends Pro Pickleball League. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and operational tools.

Steven Parolini is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Parolini serves on the Board of Directors for Folds of Honor in Western Pennsylvania. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

Michael Bonelli is a financial advisor with Edward Jones in Evans City, PA, holding a Series 66 credential and seven years of industry experience. He previously worked at Yale University and the Virginia Military Institute. Outside of finance, Bonelli has been involved in youth soccer as a coach with Beadling Soccer Club and previously owned a business organizing high school college prep soccer camps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

James Scureman is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 44 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Outside of his advisory work, he operates an independent insurance agency specializing in dental, group disability income, life, accident, health, and long-term care products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning and a range of program options including wrap and money-manager services.

Robert Meredith is a financial advisor at Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2009. Meredith serves on the Board of Governors of Pikewood National Golf Club and is a member and panelist of the NYSE Hearing Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Sandra Caruso is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member on the finance committee of Unity Presbyterian Church in Pittsburgh. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning, wrap programs, and access to various investment vehicles.

Nicholas High is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he co-owns Punkin & Punkin LLC, an online clothing sales business managed primarily by his wife. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Scott Ventura is a Financial Consultant currently working at Fidelity Investments since 2024. He has held several roles at Fidelity, including Investment Consultant from 2022 to 2024 and High Net Worth Associate from 2021 to 2022. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2021. In his role, Scott focuses on understanding clients' financial situations and goals. He develops strategies and connects clients with appropriate resources to assist them in achieving their financial objectives.

Kristen Sarver is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds the Series 66 designation and previously worked at Hefren Tillotson for six years before joining Robert Baird in 2022. Sarver was a co-owner of MayFlower Cards, an arts and crafts business that is no longer active. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Sarver works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, supported by internal research and strategic partnerships.

Richard Guernsey is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 23 years of industry experience, including 15 years at Allegheny Investments and prior roles at Hefren Tillotson. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and offers proprietary model strategies through its Founders Gate Capital brand.

Brian Tarquinio is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services from 2006 to 2020 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, he serves as a board member for South Hills Catholic Academy and is a partner at a technology firm, Thomas Joseph LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment services through its extensive financial advisor network.

Debora Kuzmanko is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 13 years and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities, using primarily model-driven investment implementation and offering access to third-party asset managers and other financial products.

Ryan Krist is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Bank of New York Mellon and Citizens Securities, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks where applicable.