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 37 years of industry experience. She has worked at Merrill since 1978 and has been with Bank of America, N.A. since 2018. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies from its Chief Investment Office and affiliated managers, supported by Bank of America’s broader corporate platform and services.

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.

Jonathan Sweet is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and Merrill, among other firms. Outside of his advisory role, he serves as Treasurer and Trustee for the Zerubbabel Duquesne Chapter No. 162 Royal Arch Masons, a volunteer position involving oversight of the organization's investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

David Trafican is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previous work history at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Michael Quinlan is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He previously worked at PNC Investments for 18 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he has a 50% ownership interest in Bella Bambini Cello, a distillery in Corapolis, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to choose from brokerage or advisory implementation options.

Matthew Ruffalo is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 license and bringing 21 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 individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

James Scaltz III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 15 years at Lord Abbett Distributor, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Calixto Corona is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at JPMC Chase from 2022 to 2024. Outside of finance, he has worked as an independent contractor in waste management, specializing in composting and recycling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Robert Mikolich is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at PNC Investments and PNC Bank, along with work at The Ohio State University and Avon Lake Public Works. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Francis O'Connor is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Branch Leader, Vice President and Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Customer Experience Associate. Throughout his tenure, Francis has developed extensive experience in financial consulting and branch leadership. He focuses on providing clients with comprehensive financial planning, aiming to empower them with the knowledge and insights necessary to make informed financial decisions. Outside of his professional responsibilities, Francis enjoys baseball, beach activities, fitness, golf, outdoor adventures, and traveling.

Anthony Jagers is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2019. Prior to that, he was with PNC Investments from 2014 to 2018. Merrill offers managed account services through its Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates discretionary, model-based, and tax-aware investment strategies implemented by its Chief Investment Office and affiliated managers, supported by Bank of America’s broader corporate platform and related services.

Alexandra Sanzone is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. She previously worked at Hefren-Tillotson, Inc. beginning in 2013. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird provides a range of financial planning and portfolio management services through multiple SMA strategies, tax management, and a combination of internal research and external partnerships.

Toni Ondek is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. She holds Series 63 and Series 66 licenses and is based in Cranberry Township, PA. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Nolan Doerring is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation. He began his career in financial services in 2026 and has prior experience at the American Association of Insurance Services and Clark Schaefer Hackett. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party platforms to deliver advisory and brokerage solutions.

Matthew Tremaine is a financial advisor with Ameriprise in Sewickley, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tremaine serves on the Board of Directors for the Sewickley Water Authority. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.