Anthony Mascioli is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015, as well as at Citigroup Global Markets from 2014 to 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Justin Newbauer is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His prior roles include positions at Triad Advisors and several entities within Federated Investors from 2015 to 2019. Outside of his advisory work, he is involved with 1st Phorm, a nutrition and health supplements company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a broad platform and a large network of investment adviser representatives.

Jeremy Draskovich is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years and PNC Wealth Management for two years. Draskovich is based in Pittsburgh, PA. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms.

William Mulvaney III is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 designation. He has professional experience primarily with Morgan Stanley and WESCO, totaling several years across multiple roles. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Logan Dietz is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Robert Baird & Co. He has six years of industry experience, including five years at Hefren-Tillotson and one year with Robert Baird & Co. prior to his current role. He previously worked at Bowling Green State University for five years. Logan 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 financial planning, portfolio management, and advisory services, supported by home-office investment professionals and a variety of manager-traded and model-traded strategies.

Stephanie Mckay is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked for 15 years at Hefren Tillotson, Inc. before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, leveraging a combination of in-house and third-party investment managers.

Michaele Mcnelis is a financial advisor with OSAIC in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. Outside of her advisory role, Michaele co-owns and manages real estate properties with her brother and serves as trustee for a family oil and gas lease trust that receives royalty income. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm utilizes model-based asset allocation and portfolio optimization, supporting multiple investment strategies and custodial arrangements.

Constantine Mavrogianis is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and 42 years of industry experience. He has worked at LPL Financial since 2016 and previously at MSI Financial Services, Inc. from 2011 to 2015. In addition to his advisory role, he is involved as an independent agent for non-variable insurance products. 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, model portfolios, third-party asset management, and institutional platforms.

John Mouganis is a financial advisor with LPL Financial based in Wexford, PA. He holds the CFP® and ChFC® designations and has 38 years of industry experience. Prior to joining LPL Financial in 2023, he was with Commonwealth Financial Network for 14 years and worked as an insurance agent for 15 years. He is also the author of a non-investment book titled "Schooled in Retirement." LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management options, combining a broad array of investment strategies with extensive operational tools and a large network of advisors.

Brian Eagon is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for Horn Creek Acres, Inc., an agriculture business in Butler, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Mcshane is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2022, following 14 years at Boenning & Scattergood. Outside of his advisory role, he is a managing partner at Cheddar Pointe LLC, a real estate-related business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Brendan Gallagher is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Financial Network and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

James Kaiser is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes positions at Ameriprise, Waddell & Reed, and various insurance carriers, as well as operating Good Life Advisors, LLC, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services through a large network of advisors.

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.

Mercedes Mc Farland is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at JP Morgan Securities and Federated Investment Counseling. She is also involved with DSF Wealth Management Group, LLC, where she provides financial planning services. Cetera operates as a large-scale SEC-registered platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager approach, combining affiliated and third-party strategies across various program structures.

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.

Amanda Swick is a Series 66-licensed financial advisor with four years of industry experience. She currently works at Morgan Stanley and previously held roles at Raymond James & Associates, Merrill, and TIAA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates.

Jonathan Mcmonigal is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson for three years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services.

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 Pittsburgh, PA, holding a Series 66 designation and 19 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 manages the pass-through tax entity RKM LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.