James Wyman is a CFP®-certified financial advisor with 35 years of industry experience. He is affiliated with RBC Capital Markets and has worked at City National Bank since 2019. Outside of his advisory role, he serves as an expert witness and securities valuation consultant on a limited, non-business hours basis. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies. The firm offers various advisory programs that combine in-house and third-party managers, featuring discretionary portfolio management and options for tax management and responsible investing.

Joseph Piszczor is a CFP® with 20 years of experience in the financial services industry, currently affiliated with LPL Financial since 2022. His prior roles include positions at NewEdge Advisors, Mid Atlantic Financial Management, ILG Private Wealth, Csenge Advisory Group, and FSC Securities Corporation. Outside of his advisory work, he is involved with Apparent Media Group LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

David Russo is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Royal Alliance Associates, Inc., where he spent 21 years. Russo also operates Pittsburgh Financial Consultants, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Shannon Burdick currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, Shannon collaborates with clients to assess their overall financial situations, provide guidance, and identify opportunities to align their plans with their goals. Shannon has been with Fidelity Investments since 2022, beginning as a Finance Intern, then working as a Financial Representative from 2023 to 2025 before assuming the current Planning Consultant position. This progression reflects Shannon's growing experience in financial planning and client advisory services. Outside of work, Shannon has interests that include beach activities, attending concerts, family activities, fitness, food, and traveling.

Andrew Hanson is a financial advisor with UBS Financial Services in Canonsburg, PA, holding a Series 66 designation and over 20 years of industry experience. He has been with UBS since 2004. Hanson also serves as a trustee for irrevocable life insurance trusts and teaches personal finance at the University of Pittsburgh. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research.

Adam Rekasie is a financial advisor with Cetera based in Canonsburg, PA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Cetera in 2023, he worked at Citizens Securities, Inc. from 2016 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Derek Brown is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

Lisa Fera is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2001. Her prior experience includes roles at Rockwell Forest Products, Inc. and Newlin Investment Company. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Emily Jordheim is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2022. Prior to joining Merrill, she held positions in the hospitality sector, including roles with Industry Public House, Burnt Orange Restaurant Group, Duquesne University, and Burgatory. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Quinlan is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2017, following two years as a full-time student. Charles Schwab & Co., Inc. 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 affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Nicholas Bailey is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for six years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and programs. The firm operates a hybrid referral and implementation model that integrates advisory and brokerage channels to deliver tailored investment solutions.

Stephen Wolff is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citizens Securities, Inc. for 10 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with SAE Wealth Management LLC, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Vincent Strangio is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at PNC Private Bank for eight years before joining Merrill in 2024. Outside of finance, he receives ongoing royalties for the use of his photographs. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Foster is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 credentials and 14 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked for The Bank of New York Mellon Corp for 16 years. Outside of his advisory role, he co-manages a private investment partnership with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Domenic Mangieri is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ian Mayhaus is a financial advisor with Edward Jones in Pittsburgh, PA, holding CFP®, ChFC®, and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

William Howley V is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at AXA Advisors, LLC and Babcor Packaging, as well as at Penn State University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered and participates in a range of advisory and brokerage solutions, including LPL-sponsored programs and endorsed third-party managers.

Alec Lacinski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and the University of Pittsburgh. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kyle Wagner is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Bank of America, KeyBank, and Luttner Financial Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, which allows access to a wide array of products and services.

Donald Edmunds is a financial advisor with Edelman Financial Engines in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Wilshire Associates, as well as experience with Air Star Trans & Limousine Service Inc. and the US Postal Service. He also served The Avalo Foundation, Inc. for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.