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.

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.

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 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.

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 at LPL Financial with Series 63 and 65 licenses and four years of industry experience. He previously worked at OSAIC and Securities America, Inc., among other firms. Outside of advising, he owns and operates LLCs focused on real estate acquisitions across the United States. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

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.

Brent Carnes is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2022, he worked at ABARTA Coca Cola and Sam’s Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kyle Larsen is a financial professional with 14 years of industry experience, currently affiliated with Cetera since 2023. He holds a Series 66 designation and has prior experience with Securian Financial Services, Minnesota Life Insurance, and CRI Securities. Outside of his advisory role, he is involved in fixed insurance sales through North Star Consultants and provides financial services under North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party strategies.

Megan Mckinley is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and having 14 years of industry experience. She has worked with Pfs Investments Inc since 2012 and Primerica Financial Services since 2011. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and relying on third-party asset managers for portfolio strategies.

Leah Wetzel is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, previously holding positions at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client’s risk profile and utilizing a combination of in-house and third-party investment resources.

Kenneth Rodgers is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously with Hefren Tillotson beginning in 2016. 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 services including financial planning, portfolio management, and custody and brokerage services, using a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Melody Boros is a Series 66-licensed financial advisor with Edward Jones in Zelienople, PA. She has been with the firm since 2010 and has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Marc Mattarochia is a financial advisor with LPL Financial in Wexford, PA, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Cottrill Arbutina Wealth Management Group for four years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Bruno Natter is a financial advisor with Ameriprise in Wexford, PA, holding CFP® and ChFC® designations and six years of industry experience. Prior to joining Ameriprise in 2024, he worked at Key Investment Services LLC and KeyBank from 2018 to 2024. He is also employed as a financial advisor at S&T Bank. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Farrell is a financial advisor with Robert Baird & Co. and holds the CFP® and Series 63 designations. He has 33 years of industry experience, including a long tenure at Hefren Tillotson, Inc., and has been with Robert Baird since 2022. Farrell serves as a board member and treasurer for the Second Harvest Community Thrift Store in Sharpsburg, PA. The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by ongoing manager selection, internal research, and a variety of investment strategies.