Brendon Costa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include significant tenure at LPL Financial, HB Retirement, and Global Retirement Partners. He is also involved as an investment advisor representative and director in several related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Lynn Sunseri is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in making informed decisions.

Patricia John is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 28 years of industry experience, including prior roles at Hefren Tillotson, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. She works with The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Trevor Fawley is a financial advisor with Ameriprise in Hickory, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joseph Murray is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual Investment Services LLC, Federated Hermes, and BNY Mellon. 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 access, and institutional platforms.

Jean Schmid is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. Merrill, along 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 plans, corporations, and charitable organizations.

Colin Rosenberg is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides comprehensive advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Zachary Kenny is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at firms including Federated Hermes, PNC Investments, and Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Luca Pusateri is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at Integrity Financial Advisors, LLC, K&L Ventures, and involvement with the University of Kentucky Football Team. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Lauren Bauer is the Resident Director and a Wealth Management Advisor at Merrill, where she has been serving clients since 2015. She provides personalized financial advice and guidance, assisting individuals and organizations in planning and investing for retirement and other financial objectives. Lauren focuses on simplifying the investment process through a disciplined approach, while also offering expertise in corporate and nonprofit retirement plans. Lauren holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute, along with the Certified Plan Fiduciary Advisor (CPFA) designation and is a Retirement Benefits Consultant. She earned her bachelor's degree from the University of Dayton and has completed a program at Chicago Booth School of Business. Lauren leverages her educational background to help clients and retirement plan participants better understand their investment options. In addition to her professional work, Lauren is involved in the community, serving on the Board of Trustees for the Erie Community Foundation. She is an active member of the Erie Women's Fund, Women United for Community Schools, and the United Way Young Leaders Society. Her involvement reflects a commitment to supporting local organizations and initiatives.

Marissa Dello Russo is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having four years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at Stitch Fix and engaged in roles with the Pittsburgh Chapter of the American Institute of Architects and Girl Scouts Western Pennsylvania. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and research but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Jonathan Adams is a Series 66-licensed financial advisor with Merrill, based in Pittsburgh, PA, and has 12 years of industry experience. He has worked with Merrill since 2009 and also has a record with Bank of America dating back to 2016. Adams serves as a board member and commissioner in a youth baseball organization, Quaker Valley Softball Baseball. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Bould is a financial advisor with Cetera and holds a Series 63 designation. He has 22 years of industry experience, including roles at Cetera since 2004 and operating his own firm, Bould Financial Professionals, since 2012. In addition to his advisory work, he serves as president of Bould & Associates P.C., an accounting, tax, and consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Danika Wukich is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of a team that provides personalized wealth management advice to help clients build, manage, and preserve their wealth. The team focuses on establishing clear objectives and developing prudent strategies tailored to each client’s unique financial situation, drawing on the resources available through Merrill. Danika holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from California State University San Bernardino after graduating from Notre Dame High School. Her areas of client focus include education planning, liquidity management, retirement income, personal retirement planning, portfolio management services, and small business strategies. Outside of her professional role, Danika enjoys biking, camping, golfing, music, tennis, and spending time with her family.

Adam Fulton is a financial advisor at UBS Financial Services in Canonsburg, PA, holding a Series 66 designation with 13 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial solutions, including fee-based planning, discretionary portfolio management, and capital markets activities.

Derek Evans is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions while leveraging research from Wells Fargo Investment Institute and third-party sources.

Guy Filewich is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Laurel Financial Group, and Equitable Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools across diverse planning areas, including retirement, wealth transfer, and specialized niche services.

Jeffrey Evans is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 37 years. Outside of his advisory role, he is involved in fiduciary activities and is named as an agent in a health care directive or living will. Ameriprise offers a specialized retirement-income planning service designed for individuals near or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored retirement advice, emphasizing managed accounts and affiliated fund options.

Joseph Petrovich is a financial advisor with Cetera, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Goldman Sachs Wealth Services and Voya Financial Advisors, as well as work with Northwestern Mutual and Populus Group. Outside of finance, he has been involved with Steel City Aquatics (British Swim School) for several years. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Richard Birch is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He also serves as treasurer for Knaps Independent Battery E, a non-investment related role. Richard Birch is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology such as artificial intelligence in its advisory processes.