Kevin Wolfendale is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shannon Cully is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2017 after earning an MBA from Lehigh University and coaching Division I women's lacrosse at the same institution. Shannon graduated from Cornell University with a degree in Biometry & Statistics and was a member of the women's lacrosse team. In her role, Shannon focuses on connecting all aspects of her clients' financial lives to help them prioritize and pursue their short- and long-term goals. She provides financial strategies that align with what clients strive to achieve, combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. Her areas of expertise include college education planning, family wealth management strategies, retirement planning, portfolio management, and socially responsible investing among others. Shannon holds several professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Syracuse, New York, Shannon is involved with community organizations such as Catholic Charities, the Cornell Alumni Association, and the Lehigh Alumni Association. Outside of her professional pursuits, she enjoys boating, football, golfing, running, skiing, swimming, traveling, and spending time with her family.

Gary Johnston is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Timothy Henry is a financial advisor with Ameriprise in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with local business organizations including the Latrobe Laurel Valley Chamber of Commerce and participates in professional groups such as the Financial Planning Association and the Estate Planning Council of Pittsburgh. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized advice, primarily serving clients with significant investable assets through a centralized consulting team.

Brian Osborn is a financial advisor with LPL Financial in Pittsburgh, PA, holding the Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., BMO Holdings, Summit Advisors, Beaconfield Financial Services, and Absolute Capital Management. 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 investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by LPL Research and third-party subadvisors.

John Sporar is a CFP® professional with 11 years of industry experience. He is currently with LPL Financial and has previously worked at Citizens Securities, Inc. He is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of representatives, offering a range of advisory programs and financial planning services.

Aryeh Goldberg is a financial advisor at Robert Baird & Co. with a Series 66 designation and 10 years of industry experience. He has worked at Hefren Tillotson since 2016 and joined Robert Baird & Co. in 2022. Goldberg serves as treasurer on the boards of Hillel Academy of Pittsburgh and Congregation Poale Zedeck. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and brokerage services to individuals, businesses, pensions, and charitable organizations. The firm utilizes a range of investment strategies and internal research, including artificial intelligence, and manages approximately $394 billion in regulatory assets.

Roman Matusz is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2004 and MSI Financial Services, Inc. since 2016. Outside of advisory work, he also holds a role as a sales agent for life and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including money-manager options and educational seminars.

Thomas Kijowski is a financial advisor at Cambridge Investment Research Advisors with the ChFC® designation and over 44 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2008 and has operated his own advisory practice since 1989. Outside of his advisory work, he is involved as an agent in the insurance and benefits field through the Kijowski Agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a range of portfolio management strategies and platform arrangements.

John Nave is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2023 and spent 12 years at LPL Financial. Nave is also president and program manager at Brentwood Bank DBA Brentwood Advisors, where he has provided brokerage, advisory, and insurance services since 1992. Additionally, he acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Melissa Lenhart is a financial advisor with Ameriprise in Greensburg, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she works as an independent consultant selling Arbonne products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Young is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President on the Board of Directors for the Parkview Homeowners Association in Pleasant Hills, PA. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized retirement-income consulting team.

Luke Kuehn is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Philip Schulte is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has previously worked with Cetera Advisor Networks LLC and VOYA Financial Advisors and has been involved with Halley-Dodson Insurance LLC since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and a range of institutional and participant services.

Casey Shultz is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in August 2022. He specializes in providing tailored wealth planning strategies for individuals and organizations, focusing on personal retirement planning, education planning, divorce transition planning, small business strategies, investment strategy, and tax minimization. Casey takes a personalized approach to financial planning, recognizing that each client's circumstances and objectives are unique. Before joining Merrill, Casey spent over 10 years in union roles, including positions as a railroader for CSX Transportation and as a transportation manager at US Steel Corporation. He also worked as a Banker for PNC Financial Services. His extensive experience contributes to his ability to assist clients in building, preserving, and growing their wealth. Casey holds a Bachelor's degree in Finance and an MBA, both from Excelsior College in Albany, NY. He has earned the Chartered Retirement Planning Counselor™ designation, the CERTIFIED FINANCIAL PLANNER (CFP) certification, and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. Outside of his professional work, Casey is involved with the Westmoreland Food Bank and the Westmoreland Symphony Orchestra. He enjoys baseball, bowling, cooking, football, golfing, music, and spending time with his family.

Emma Kulikowski is a financial advisor with Equitable Advisors in Pittsburgh, PA. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her prior experience includes roles in banking, hospitality, and education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Daria Collins is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1999, initially joining after a career in office administration within the corporate and arts industries. With over 20 years supporting a financial advisory practice before becoming an advisor, Daria utilizes her extensive experience to assist clients in achieving their financial goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, managing new wealth, retirement planning and income, portfolio management, and addressing the unique needs of women and wealth. Daria is known for building strong relationships with clients and their families to provide personalized strategies that align with their perspectives and priorities. Daria holds a Bachelor of Science degree in Business Administration from Indiana University of Pennsylvania. She earned the Personal Investment Advisor (PIA) designation. Alongside her husband John and their two children, she actively supports local education and music organizations in the Plum and Pittsburgh, Pennsylvania areas, as well as animal and human health and well-being causes.

Richard Kulbacki is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with firms including LPL Financial and Axa Advisors, and has been affiliated with Cetera and related entities since 2019. Outside of financial services, he is a part owner of a music business and serves as treasurer for Habitat for Humanity of Allegheny Valley. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party money managers.

Jessica Kibler is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA. She holds a Series 66 designation and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2024. Her prior work experience includes positions at Morgan Stanley and various other roles outside the financial industry. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kenneth Krotz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He began his career with Prudential Insurance Company of America in 1982 and joined LPL Enterprise in 2024. Krotz is also involved in insurance and financial services activities outside of his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment advice, model portfolios, and access to a broad range of financial products.