Madysn Tusick is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Duquesne University and has experience in roles at Bruster's Real Ice Cream and Blackhawk School District. Outside of advising, Tusick works seasonally in tax preparation and is a certified Notary Public in Pennsylvania. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income stability and tax-aware withdrawal strategies.

Ronald Balog is a Series 66-credentialed financial advisor at OSAIC with 22 years of industry experience. His career includes roles at Royal Alliance, Insight Global Wealth Strategies, Cetera Advisor Networks, Morgan Stanley, and Merrill. Outside of his advisory work, he serves as the varsity head football coach at Freedom Area High School and is president of the Midwestern Athletic Conference Coaches Association. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering financial planning, managed portfolios, and retirement plan consulting among its services.

Barbara Neal is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. She has been involved with LPL Financial since 2000 and is also the owner and president of a family business, Slater Electric & Sons Inc., where she serves on the board. Additionally, she serves as a Notary Public for the Commonwealth of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management options supported by various institutional platforms.

James Fawcett is a financial advisor with Primerica Advisors in Coraopolis, PA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at PFS Investments Inc. and Knights of Columbus. In addition to advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and utilizes third-party custodial and execution services.

Brian Koble is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. Outside of his advisory role, Koble serves on multiple boards including Sacred Heart Parish finance committee, Aquinas Academy, Pittsburgh CLO, and Parents for Excellence in Catholic Education, with involvement in finance and investment committees. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

John Nelson Jr. is a financial advisor at Cetera with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. Nelson has held roles at several firms including Securian Financial Services Inc. and Greater Allegheny Financial Group, where he serves as president. He is also involved as an agent/broker with Greater Allegheny Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients nationwide.

William Mancino is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird & Co. in 2022. 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 financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies alongside tax management and direct-indexing capabilities.

Robert Kovalchik is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 1984. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Daniel Goss is a financial advisor with Robert Baird & Co., holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. His prior roles include positions at Hefren Tillotson, PNC, Citizens Securities, Inc., and Federated Investment Counseling. He is part of The DDK Group within Robert 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 financial planning, portfolio management, and advisory services, supported by ongoing manager selection, internal research, and advanced tools including artificial intelligence.

James Spangler is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 designation and has worked at OSAIC since 2024, following 15 years at Securities America Inc. and Securities America Advisors, Inc., and two years at MSI Financial Services, Inc. In addition to his advisory role, he is involved with Spectrum Financial Planning Group, focusing on fixed life insurance, disability insurance, long-term care insurance, and fixed annuity sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm delivers brokerage and advisory services through various programs, leveraging model-based asset allocation and portfolio optimization supported by technology and third-party manager options.

Jonathan Kratsas is a financial advisor with Cetera and holds a Series 66 designation, bringing 20 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is a managing partner at Mercadante & Company, P.C., a CPA firm, and serves as a trustee for fiduciary appointments. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Michael Tapolci is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience working at RakeTrades, LLC and Trendsetters Trading, LLC. He is also involved with TradezOnTap, LLC, a business entity unrelated to investment activities. 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 model portfolio programs, and supports investment strategies through various subadvisors and proprietary tools.

David Johnson is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to a range of clients including plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Christopher Guandolo is a CFP® with 26 years of industry experience and is currently an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Janney Montgomery Scott for 18 years. Outside of his advisory role, he owns a small used-car dealership through an S-Corp he manages with his brother. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and incorporates analytical modeling and risk profiling in its advisory approach.

Rebecca Pawuk is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds the Series 66 designation and has worked at several Federated entities from 2008 to 2019 before joining Edelman Financial Engines in 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.

Shayna Deckman is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at PNC Financial Services Group and University of Pittsburgh. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Madison Pittman is a financial advisor at Wells Fargo Advisors with five years of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at Wells Fargo Clearing from 2019 to 2023 and at Northwestern Mutual from 2017 to 2018. She holds a Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Gennaro Marsico is a financial advisor with Raymond James & Associates, holding a Series 66 credential and offering 21 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, he is a partner in Tesera LLC, an LLC involved in owning undeveloped real estate for potential future development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Markus Williams is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has worked in various roles, including as an independent contractor for iHeart Media and as a valet at the Allegheny Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms.

Zachary Krial is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His previous roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. He owns a home with two livable units, residing in one and renting the other. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing infrastructure.