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 credentials and bringing 39 years of industry experience. Before joining LPL Financial in 2023, he spent 36 years at Harvest Financial Corporation. He is also involved with Fuhrer’s, Inc., an insurance agency offering life, health, disability, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and model portfolio programs, supported by a large network of advisors and utilizing various investment strategies.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Brad Chiesa is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in complex wealth management strategies for individuals, families, and institutions. He has extensive experience addressing challenges such as tax minimization, multi-generational wealth planning, aspirational investing, and philanthropic planning. Prior to his current role, Brad served as a Senior Vice President at Bank of America, where he provided financial services and lending solutions to businesses and real estate investors in Western Pennsylvania. Brad's background includes 12 years as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, which has equipped him with expertise in lending, distribution strategies, and managing liquidity events such as sales and dividend recaps. His professional designations include Certified Exit Planning Advisor (CEPA), and he holds a Bachelor of Science in Business Administration with a focus in Finance and Accounting from the University of Pittsburgh. Outside of his professional work, Brad is engaged in community service and has held leadership roles in various nonprofit organizations. He currently serves on the board of The Challenge Program in Western Pennsylvania. Brad resides in the South Hills with his wife, Monika, and their two daughters.

Nathan Lawhead is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Cambridge, he worked at MAI Capital Management, LLC and Deloitte & Touche LLP. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, delivering customized strategies across multiple platform arrangements.

Jason Fox is a Financial Consultant currently working at Fidelity Investments since 2024. He assists clients and their families in identifying, organizing, and prioritizing their financial goals. Jason's professional experience spans over a decade in the financial services industry, having held positions including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley and Edward Jones between 2015 and 2017, and Investment Services Partner at PNC Investments from 2013 to 2015. Throughout his career, Jason has developed expertise in financial consulting across multiple firms. Outside of his professional life, he engages in activities such as baseball, football, golf, family activities, parenthood, and volunteering.

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 with Robert Baird & Co., holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Hefren Tillotson and Mid Atlantic Financial Management, Inc. He is based in Pittsburgh - Wexford, PA. He 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. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and investment tools.

Mary Puzak is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. She previously worked at Trustmont Financial Group, Inc. for 22 years and has been self-employed since 1991. Outside of her advisory role, she owns and operates Puzak Wegley Tax Service, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Jennifer Susco is a CFP® professional with 18 years of industry experience. She currently works at RBC Capital Markets and previously spent 16 years at UBS Financial Services. She serves as vice president and treasurer of a Georgetown University alumni club, assisting members with career guidance and event coordination. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment and financial planning solutions, offering discretionary and non-discretionary portfolio management through various advisory programs.

Robert Rodgers is a CFP®-certified financial advisor with 18 years of industry experience, currently with Robert Baird & Co. since 2022 after 14 years at Hefren Tillotson, Inc. He holds a Series 66 license and is based in Pittsburgh - Wexford, PA. He 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. The firm offers a wide range of financial planning and portfolio management services supported by internal research, manager selection, and advanced tools including artificial intelligence.

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 in Pittsburgh, PA, holding a Series 66 designation and seven years of industry experience. She has previously worked at Federated Global Investment Management Company and Duncan Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering various portfolio management solutions and fiduciary options tailored to client objectives.

Michael Sullivan is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Beratung Partners, Inc., Sullivan & Danna LLC, and Waddell & Reed, Inc. based in Pittsburgh, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, supported by a large network of advisers and advanced operational tools.

Joseph Markiewicz is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, and 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 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, combining extensive resources and scale with a broad set of financial products.

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.