Daniel Swiderski is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Scott Holmes II is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Goodwill of SWPA & NCWV and Everett & Hurite, as well as experience in both educational and corporate settings. Holmes has also been involved in the sale of non-investment products related to home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing custody services.

Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Harvest Financial Corporation for 36 years and has been involved with Fuhrer’s, Inc. since 1984. Outside of his advisory role, he operates Fuhrer’s Inc., which includes an insurance agency offering life, health, disability, long term care, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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, combining both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Brad Chiesa is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in assisting business owners and entrepreneurs with complex wealth management needs following significant liquidity events or business sales. His practice emphasizes exit planning and liquidity strategies, investment management, trust and estate planning, customized credit and lending solutions through Bank of America, philanthropy, and family wealth governance. Brad also offers expertise in supporting families facing medical disabilities, severe illness, or special needs. With over a decade of experience as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, Brad brings a broad perspective to financial advisory services, combining lending, cash management, and investment banking knowledge. He focuses on helping clients navigate the complexities of structuring sales, investing proceeds, wealth preservation, and legacy planning to align with long-term goals. Brad holds the Certified Exit Planning Advisor (CEPA) designation and earned a Bachelor of Science in Business Administration from the University of Pittsburgh. Brad is involved with The Challenge Program and lives in South Fayette with his family. Outside of work, he enjoys biking, cooking, football, golfing, music, and soccer.

Eugene Pruszynski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2007. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Samantha Duffy is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Securities America Advisors and William J. Stroyne Financial Services. Outside of finance, she is a professional musician and teacher, performing on violin and viola with local symphonies and providing private music lessons. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on diversified portfolio construction and access to third-party managed accounts.

Susan Delfine is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1982. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Travis Barker is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes tenure at Hefren Tillotson and Lions Gate Wealth Management. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Jennifer Susco is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she serves as vice president and treasurer of the Georgetown University alumni club in Washington, D.C., where she supports alumni and students with career navigation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Robert Rodgers is a financial advisor with Robert Baird & Co., holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has worked at Hefren Tillotson, Inc. since 2008 and joined Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Matthew Metzger is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Elizabeth Kline is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has worked at several firms, including Federated Global Investment Management Company from 2019 to 2024 and Duncan Financial Planning Advisors since 2026. Kline also has teaching experience as faculty at Gampel Pavilion. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers various portfolio management solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and maintains specific controls around affiliated-strategy economics and advisor business relationships.

Robert Shields is a CFP® professional with 47 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Waddell & Reed, INC. for 39 years. Outside of his advisory role, Shields is involved in a non-variable insurance business, Good Life Insurance Associates, based in Wyomissing, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse advisory programs and retirement plan consulting, utilizing various model portfolios, research, and technologies to support discretionary and non-discretionary management.

Michael Sullivan is a CFP® professional based in Pittsburgh, PA, with 23 years of experience in the financial industry. He has worked at LPL Financial since 2021 and previously held roles at Beratung Partners, Inc., Sullivan & Danna LLC, James Sullivan, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations with a range of advisory programs, financial planning services, and brokerage offerings supported by research and model portfolios.

Joseph Markiewicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC and Grove Point Investments, LLC, as well as service with the West Mifflin Area School District. Outside of his advisory work, he serves as an assistant football coach for the Steel Valley School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Karen Kohut is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 63 designation and 38 years of industry experience. She has worked at Merrill since 1978 and has been with Bank of America, N.A. since 2018. Merrill, together 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.

Scott Purcell is a ChFC®-designated financial advisor with 32 years of industry experience. He currently works at Osaic Wealth, Inc. and previously spent nine years with Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory role, Purcell serves on the boards of the Avonworth Hockey Club and the Estate Planning Council of Pittsburgh. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using firm-provided tools and risk assessments to construct diversified portfolios.

Mark Etzel is a financial advisor at Cetera with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and also maintains an independent accounting and tax preparation practice. Outside of finance, he serves on the board of the Foundation for Global Peace Building and works in a business expert role at Apple, supporting customers using Apple products for work. Cetera Investment Advisers LLC is a nationwide platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and various program structures with over $256 billion in assets under management and more than 10,000 advisors.

Sarah Stanley is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. Her prior work includes roles at TD Ameritrade and BNY Mellon, as well as positions within Charles Schwab entities since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, supported by multi-asset model portfolios and a formal alternative-investment process.