Amanda Swick is a financial advisor with Morgan Stanley, holding a Series 66 designation and three years of industry experience. She previously worked at Raymond James & Associates, Merrill, and TIAA, among other firms. Amanda is based in Upper St. Clair, PA. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved tools and research.

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.

Jeffrey Tito is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial strategies aligned with their goals and objectives. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before his current position. Throughout his tenure at Fidelity Investments, Jeffrey has gained experience across various aspects of financial planning and investment consulting. He focuses on creating tailored financial strategies to meet individual client needs. Additional information regarding Jeffrey's education, credentials, personal interests, or community involvement has not been provided.

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.

Amy Newcamp is a Series 66-licensed financial advisor with Merrill in Pittsburgh, PA, with 14 years of industry experience. She has been with Merrill since 2001, totaling 25 years in her professional career. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Nicholas Theis is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and previously worked at Baird and Jimcor Agencies. Outside of his advisory role, he was involved with Theis Media and held teaching positions at Penn State University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including high-net-worth individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors.

Maria Bowers is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a registered notary in Pittsburgh, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Jake Gleba is a Financial Consultant at Fidelity Investments, where he assists clients in developing customized holistic financial plans by exploring and understanding their personal financial goals and unique situations. He has been with Fidelity Investments since 2022, progressing through several roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Investment Consultant since 2025. Throughout his tenure at Fidelity, Jake has gained experience in various aspects of financial planning and investment consulting. His approach focuses on personalized financial strategies tailored to individual client needs. Outside of his professional work, Jake's interests include beach activities, boating, fitness, football, golf, and skiing.

Patrick Fanning is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. His prior work includes positions at Fort Pitt Capital Group, PNC Investments, 84 Lumber, and six years in the U.S. Army National Guard. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Graham Versaw is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he works with families to assist them in making informed decisions about their finances through personal relationships and ongoing financial planning. Prior to this, he held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2025 and Investment Consultant from 2023 to 2024. Graham's professional experience also includes working as a Financial Planner at Range Finance, Inc from 2022 to 2023, Advisor Consultant at Federated Hermes, Inc from 2018 to 2022, and Financial Advisor Associate (Internship) at UBS Financial Services, Inc from 2015 to 2016. His career reflects a consistent focus on financial planning and advisory services. Outside of his professional work, Graham enjoys cooking and baking, fitness, golf, reading, traveling, and volunteering.

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.

Paul Feldman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and its affiliate entities since 2016. Feldman is also licensed as an insurance agent, offering life, health, disability, annuities, and long-term care insurance in addition to his advisory role. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, including model portfolios, third-party managers, and custom strategies.

John Kiger is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Keybank and Key Investment Services, LLC. Outside of his advisory work, he is the owner of Tiger Cards, a business that buys and sells sports cards and memorabilia through online platforms. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

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 in Sewickley, PA, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Merrill since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Hytla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of his advisory role, he owns Hytla + Associates, LLC, which supports his business activities with Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

James Sporrer is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he serves as a financial secretary and officer for the Knights of Columbus Council, managing financial records and communications. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs and customizes investment strategies through a combination of in-house and third-party managers, offering various portfolio management and financial planning services.

Richard Samolovitch is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant boys middle school volleyball coach. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.