Frank Ruscetti II is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He previously worked at Harvest Financial Corporation for 19 years before joining LPL Financial in 2023. Outside of his advisory role, he is a licensed notary in Pittsburgh and the sole owner of HFC Wealth Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.

Christine Farrell is a financial advisor at Robert Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously spent 23 years at Hefren Tillotson, Inc. Farrell serves as a board member of the Pittsburgh Presbytery Foundation and participates on its Investment and Finance Committee. She 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 through a range of financial planning, portfolio management, and brokerage services.

Brian Kocherzat is a CFA® charterholder and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren Tillotson, Morgan Stanley, and PNC Wealth Management. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Maeve Donohue is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and has previously worked at Hefren-Tillitson and iNetworks, as well as having experience at Bucknell University and Sewickley Academy. Outside of finance, she was involved with Mambo Italia for three years. Maeve is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory approach.

Beth Deklewa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her prior positions include roles at PNC Wealth Management and Essex National Securities, LLC. She is also a licensed notary. 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, wrap and model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Kevin Gallagher is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Stifel since 2007 and is based in Bethel Park, PA. Outside of his advisory role, he serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individual and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Nicholas Blicha is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ financial goals and priorities to develop tailored strategies that address short-, mid-, and long-term objectives. He provides guidance on a range of financial topics, including investing, retirement planning, and emergency savings. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Nicholas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Robert Morris University. His approach centers on gaining a comprehensive understanding of each client’s financial picture to design personalized strategies that align with their priorities and vision for the future.

Joseph Ferguson is a financial advisor with Merrill in Pittsburgh, PA, holding Series 65 and Series 66 licenses. He has one year of industry experience, including roles at Bank of America and Merrill since 2025. Prior to his advisory career, his work history includes positions in various sectors such as retail and food services. 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 plans, corporations, and charitable organizations.

William Stroyne is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Securities America Advisors, Inc. and OSAIC before joining LPL Financial. Outside of his advisory role, Stroyne is involved as a band leader and musician with the InTransit Band and serves as a board member for a local building association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven tools, while managing over $819 billion in discretionary assets.

Erik Vollbrecht is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and has prior experience with Axa Advisors. Outside of his advisory role, he serves as a power of attorney for his parents and acts as trustee and successor of an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Jeffrey Frye is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory work, he is involved with the Outer Banks Relief Foundation as a volunteer committee member and owns a consulting and tax services business. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and supports affiliated model strategies under the Founders Gate Capital brand.

Amanda Colledge is a Series 66-licensed financial advisor at RBC Capital Markets with 11 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously was with UBS Financial Services from 2017 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and investment solutions, utilizing a mix of in-house and third-party managers along with extensive capital markets resources.

Anthony Greco is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to this, he spent a decade at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Kejas is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Ameriprise Financial Services and its affiliates since 1989. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Scott Tovissi is a financial advisor with Osaic Wealth, holding a Series 63 designation and accumulating 35 years of industry experience. He previously worked for Lincoln Financial Advisors for 11 years and has been involved with Builders Exchange Benefits, Inc. since 1989, where he is engaged in insurance-related activities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a model-based investment approach that incorporates asset allocation and portfolio optimization.

Kathleen Cavataio is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randy Morris is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on taking a holistic planning approach to understand his clients' vision for their assets and assists in developing customized financial plans that align with their risk profiles and lifestyles. He has been with Fidelity Investments since 2017, initially serving as a Financial Representative before transitioning to Investment Consultant and subsequently advancing to Vice President, Financial Consultant. Prior to his tenure at Fidelity, Randy worked as an Internal Wholesaler at Absolute Capital Management from 2015 to 2016.

Elliot Kistler is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with DSF Wealth Management Group, Voya Financial Advisors, and Cetera Wealth Services, among others. He is also involved as a financial professional with DSF Wealth Management Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

Kevin Murphy is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, he worked at Petsmart for sixteen years. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services through a variety of program strategies and extensive manager selection overseen by the firm’s CIO and platform.

James Greno is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. His prior work includes roles at Cetera, Cetera Advisor Networks LLC, and Raymond James Financial Services. 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 portfolio programs, and institutional platforms, supported by extensive technology and a large advisor network.