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.

Richard Hofmann is a financial advisor with Fidelity Investments in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Burgatory and educational positions within North Allegheny School District and Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles and structures.

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.

Wes Morgan currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals focused on creating financial plans tailored to individual client needs, emphasizing clarity, confidence, and care. Prior to his current role, Wes was a Regional Sales Manager at Citizens Securities from 2013 to 2023, where he gained extensive experience in financial services and client relationship management. Outside of his professional career, Wes has personal interests in fitness, football, golf, and parenthood.

Christian Cardello is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Premier Bank & Trust. Outside of advising, he is a partner in RDSC AMICI LLC and owns CSG Properties, LLC, and also serves as an independent insurance agent. 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 through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple investment approaches.

Thomas Stroyne is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with OSAIC since 2024 and previously spent over two decades with Golden Strategies Financial Group and Securities America Advisors, Inc. Stroyne also serves as an officer for a local homeowners association in Venetia, PA. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs, employing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and advanced portfolio tools.

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.

Samuel Whalen is an Investment Consultant currently working at Fidelity. He collaborates with clients to develop customized financial plans by understanding their values and goals, utilizing Fidelity's resources to support their financial future. Samuel has experience in financial services, having worked as an Investment Consultant at Charles Schwab from 2021 to 2024 and as a Personal Banker 2 at Wells Fargo from 2017 to 2021. Outside of his professional work, Samuel's personal interests include hiking, parenthood, running, and skiing.

Kyle Kyper is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Kyper is the founder of the 412 Foundation, a charitable organization. Cetera Investment Advisers LLC serves 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 supported by multiple program structures and a variety of investment management options.

Jerome Boring Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include work with various insurance carriers and Waddell & Reed, Inc. from 1995 to 2021, as well as managing his own practice for a brief period. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Susan Fritsch is a financial advisor with Merrill in Upper Saint Clair, PA, holding a Series 63 designation and 29 years of industry experience. She has been with Merrill since 1995. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with services that include trade execution, account administration, and custody support.

Brian Cernicky is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kristyn O Meara is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2015. She works closely with clients to develop goals-based financial strategies that address their specific needs for income generation, growth, or a tailored blend of solutions. Kristyn focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Kristyn brings to her role an artistic background and years of experience in the service industry, which inform her approach to delivering personalized attention and sharing fresh ideas with clients. She holds a Bachelor's degree from Point Park University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, she is involved with the Washington Area Humane Society. Residing in Canonsburg, Pennsylvania, Kristyn lives with her husband, Bill, and their son and daughter.

Brian Debbis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He holds partial ownership interests in Heritage Financial Partners Inc. and Heritage Seubert Financial LLC, both investment-related businesses in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Alex Sebastian is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Covenant Annuity and Insurance, Covenant Financial Advisors, Covenant Partners LLC, and 1N1 Enterprises. Outside of his advisory work, Sebastian has a 50% ownership stake in Sebastian Enterprises Inc., which operates two restaurants. 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 planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and planning tools to develop customized recommendations.

August Damian is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at WesBanco Securities, Wesbanco Bank, Cambridge Investment Research, and Wesbanco. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to develop tailored financial plans, with a focus on advisory services rather than individual security recommendations.

David Kline is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial in Pittsburgh, PA. Before joining LPL Financial in 2021, he worked for five years at BNY Mellon Wealth Management. 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 financial planning, managed portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Shane Suders is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and CIVISTA Bank. He is currently based in Bellevue, PA, and also serves as a financial advisor for Northwest Bank. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Anthony Harris is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with LPL Financial, joining in 2024, and has previously worked at Cetera, Benchmark Financial Advisors, Wells Fargo Clearing, Morgan Stanley, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. His other business activities include operating Compass Wealth Management, a DBA for his LPL business. 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 wide range of financial planning and investment management solutions, combining proprietary and third-party strategies for advisory and brokerage clients.

Andrew Marsh is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson, BNY Mellon, UPMC, and Saint Vincent College. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and research using advanced tools such as artificial intelligence.