Michael Priola is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with specialized services in areas such as business-owner transition and special-needs planning.

Richard Deitrick Jr. is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models.

Lynn Hyde is a Series 66-registered advisor with 15 years of industry experience. She currently serves at Robert Baird & Co. since 2022 and has also worked at Hefren-Tillotson, Inc. since 2011. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which 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 in-house research and the use of artificial intelligence in client advice.

Randee Baer is a CFP® and holds the Series 66 designation, with 14 years of industry experience. She has been with Robert Baird & Co. since 2022 and also works with Hefren-Tillotson, Inc. since 2012. Randee is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax-management techniques, and internal research tools including artificial intelligence.

Kyler Valecko is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to joining RBC, he was with Ibis Signs for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jacquelyn Connell is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, she worked in legal and trust roles, including with Achieva Family Trust and as an adjunct instructor at Duquesne University, where she teaches Estates, Wills, and Trust classes. She also serves on the board of a nonprofit organization dedicated to fiduciary services for individuals with disabilities and works with a nonprofit cemetery in Oakmont, PA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jeffrey Schmitt is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes eight years at UBS Financial Services and his current roles at City National Bank and RBC Capital Markets, both since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with discretionary and non-discretionary management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Bo Edvardsson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors for seven years before joining LPL Financial in 2023. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Natalie Taylor is a financial advisor with J.P. Morgan Securities LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her prior roles include positions at Achieva Family Trust, PNC Wealth Management, and BNY Mellon Wealth Management. Taylor serves on the boards of several nonprofit organizations, including Shady Side Academy, Shadyside Hospital Foundation, Achieva Family Trust, and the Pittsburgh Glass Center, where she contributes to finance and investment committees. 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 applying an ESG eligibility framework in its recommendations.

Allen Zeolla is a financial advisor with Osaic Wealth, Inc. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He also operates AZ Financial, Inc., his own firm, and is involved in tax preparation services as the owner of Tax Services Plus. Additionally, Zeolla is a co-owner of Sign Trendy LLC, a business engaged in billboard management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, automated rebalancing, and access to third-party money managers and wrap programs.

Joseph Nichol is a Series 66 registered advisor at J.P. Morgan Securities with less than one year of industry experience. He previously worked at JPMorgan Chase Bank and Seven Oaks Country Club, and completed his education at Duquesne University. 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 applying an ESG eligibility framework in its recommendations.

James Young II is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has been involved in several business activities including a leadership role at ATM Cash Network Inc. and co-ownership of Body Temple Fitness LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, leveraging a broad roster of asset managers and offering both advisory and brokerage channels to meet client needs.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Farmers Financial Solutions. Outside of financial services, he owns a golf simulator business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Silviya Stoimenova is a financial advisor with RBC Capital Markets in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. Outside of her advisory role, she works as an independent contractor providing translation services for two companies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Josephine Mastilak is a CFP® certificant with 43 years of experience in the financial industry. She has been with Stifel since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Martin Mancuso is a financial advisor with LPL Financial who holds the ChFC® designation and has 55 years of industry experience. His prior roles include positions at Raymond James Financial Services and Cambridge Investment Research, among others. He is also involved with Mancuso Enterprises, L.P., a business entity used for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of advisory programs and services, utilizing discretionary and non-discretionary management supported by research and third-party subadvisors.

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 in Pittsburgh, PA, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience in various roles including at Skips Meat Market and #1 Cochran. He attended Duquesne University from 2021 to 2025. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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® with 26 years of industry experience. He is affiliated with RBC Capital Markets and City National Bank since 2019 and previously worked at UBS Financial Services from 2009 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs that offer portfolio management, financial planning, brokerage services, and tailored investment strategies implemented through a mix of in-house and third-party managers.