Aaron Bunting is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Larson Texts, Inc. and Gannon University. Outside of advising, he serves as a Contingent Trustee and works as an Independent Agent outside of fixed appointments. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Peter Seppi is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Samuel Colaprete is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held positions at several firms including #1 Cochran and Glenna & Co, and has a background spanning roles in various industries along with academic experience at Duquesne University. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party managers.

Carl Marshalwitz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 26 years of experience in providing financial advice to businesses and individuals. He has been with Merrill for 22 years, focusing on managing and preserving wealth through comprehensive, solution-focused strategies tailored to his clients' needs. His areas of expertise include liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Carl holds a Bachelor's Degree from Strayer University and a High School Diploma from Pine Richland. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Gibsonia, he resides there with his wife of 22 years and their two sons. Carl is a veteran of the U.S. Army, having participated in the Grenada invasion of 1985. He follows the Merrill tradition of community involvement and is a member of professional organizations such as the Independent Order of Oddfellows and the North Hills Masonic Lodge. His personal interests include baseball, boating, fishing, golfing, and spending time with his family.

Richard Costa is a CFP® professional with 27 years of experience in the financial services industry. He is currently with RBC Capital Markets and City National Bank, having previously worked at UBS Financial Services, Citigroup Global Markets, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Joyce Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has worked at Cetera Investment Services and Cetera Investment Advisors LLC since 2019 and previously spent 14 years with PNC Investments. Outside of her advisory role, she serves as Treasurer for the Kiski Area Cross Country Boosters and holds a Director of Sales and Service position at First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports discretionary and non-discretionary account management across various program structures.

Brandon Ledoux is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. His work history includes positions at First National Bank of Pennsylvania and Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and manager options across discretionary and non-discretionary accounts.

Braydon May is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Ascent Financial and UPMC, as well as positions outside the financial sector at Door Dash and in academia at the Indiana University of Pennsylvania and the University of Tampa. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and investment options.

Lindsay Greenberg is a financial advisor at Merrill in Pittsburgh, PA, with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Katharine Perry is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Osaic Wealth Inc and has previously worked at firms including Morgan Stanley, Fort Pitt Capital Group, and Kestra Advisory Services. Perry serves on the board of Junior Achievement of Western PA, where she participates in promoting financial literacy in local schools. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Ryan Mastilak is a CFP® professional at Stifel with 10 years of industry experience. He previously worked at The Vanguard Group for eight years before joining Stifel in 2024. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Craig Shensa is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Royal Alliance Associates, Inc and The Monteverde Group. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad non-advisory financial services network.

David Priore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2013 and also works with Century Heritage Federal Credit Union, where he assists with marketing initiatives. His background includes ten years at CUNA Brokerage Services, Inc. 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. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technological tools to support its extensive network of advisors.

Deborah Brent is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Motif Investing, Wells Fargo Clearing, and Citigroup Global Markets. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and currently serves at Duncan Financial Planning Advisors. Outside of advising, he is the president and owner of Flex Source, Inc. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at several firms, including Medallion Financial Distributors and Cetera Advisors LLC. Outside of his advisory work, he coordinates an annual study group meeting and is involved with multiple financial and advisory entities that he owns or represents. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 12 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a board member for Al's Bike Drive, supporting the Toys for Tots program in Western Pennsylvania, and is the chair and president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Kristen Hull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include 11 years at Lincoln Financial Advisors Corp. and current positions with Duncan Financial Planning Advisors and Cambridge Investment Research entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.