Brian Eagon is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is an officer at Horn Creek Acres, Inc., an agricultural business in Butler, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

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.

Darren Hucko is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. He serves as a board member and participates on the Investment/Finance Committee for the Bender Leadership Academy. He 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. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and investment tools.

Jeffrey Joy is a financial advisor with RBC Capital Markets in Sewickley, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients' risk profiles using both in-house and third-party managers.

Aleksandr Marshall is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to develop financial plans aimed at achieving their goals. Prior to this position, Aleksandr served in several roles within Fidelity Investments, including Investment Consultant from 2024 to 2026, Relationship Manager in 2024, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. Throughout his career at Fidelity Investments, Aleksandr has gained experience in various aspects of client relations and investment consulting. His professional background reflects a progression of increasing responsibilities in the financial services industry. No additional information regarding his education or personal interests has been provided.

Jonathan Mcmonigal is a CFP® and holds a Series 66 designation, with seven years of industry experience. He is currently with Robert Baird & Co. and has previously worked at Hefren Tillotson. Mcmonigal also has prior experience outside of financial services, including roles at Panera Bread and The Pennsylvania State University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies and portfolio management services, supported by internal research and manager oversight, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Diana Freedman is a financial advisor with Raymond James & Associates holding a Series 66 designation. She has one year of experience with Raymond James and previously worked for the Federal Bureau of Investigation for four years and served at the Springdale Police Department for two years. She also has experience with the nonprofit organization Strong Women Strong Girls. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by firm-sponsored programs and an extensive affiliate network.

Lisa Hitchcock is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of her advisory work, she serves as treasurer for the North Hills Fast Pitch Softball Boosters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations for clients.

Kevin Sherrets is a financial advisor with Ameriprise in Cranberry Township, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and owns RKM LLC, both investment-related business entities. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed account holdings and algorithmic support in its advisory process.

Jared Scholl is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Carol Beck is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® credential and Series 63 and 65 licenses. She has 41 years of industry experience, including roles at Connecticut General Life Insurance Company and Sandra Solomon Associates. Outside of advising, she is a yoga instructor and president of a leasing business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management and model-based solutions across multiple platform arrangements.

Patrick Fanning is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Fort Pitt Capital Group, PNC Investments, and 84 Lumber, and served six years in the U.S. Army National Guard. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Chris Deandrea is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously held roles at Global Retirement Partners, LPL Financial, and Henderson Brothers Retirement Services. His other business activities include serving as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing a range of investment solutions including proprietary models and access to third-party strategists.

David Bousquet is a financial advisor at Edward Jones in Oakmont, PA, with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2021, he served at Cranesville Bible Church for 15 years. 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, supported by a large network of financial advisors and branch offices across the country.

Robert Quarture III is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Cetera, Benchmark Financial Advisors, and PNC Investments. Outside of his advisory role, he is involved with Compass Wealth Management in Sewickley, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Karen Bostick is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and Transitions Wealth Management during her career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Karen Marshalwitz is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Merrill since 1997. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ryan Oster is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at GNC Inc., PFS Investments Inc., Ppg Industries, and Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of its investment models.

Zachary Stroyne is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and four years of industry experience. He previously worked at Securities America, Inc. and operated his own insurance brokerage. Outside of advisory work, he is involved in managing LLCs focused on real estate and business acquisitions across the United States. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Christina Lewis is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at E.E. Powell & Company, Inc. from 2023 to 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios composed of mutual funds, ETFs, and ETPs.