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.

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 24 years of industry experience. He previously worked for Lord Abbett Distributor, LLC for 15 years before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

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.

Brittany Carter is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at S&T Bank and PNC Bank. Outside of her advisory role, she owns a clothing business called Made2Inspire and serves as Treasurer on the Board of Directors for the Penn Hills Baseball Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Anthony Jagers is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at PNC Investments and Bank of America. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Alexandra Sanzone is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously spent nine years at Hefren Tillotson, Inc. 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. The firm offers a broad range of financial planning and portfolio management services, combining manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Nolan Doerring is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds the Series 66 designation and has been with the firm since 2026. Nolan’s prior work experience includes roles at the American Association of Insurance Services and Clark Schaefer Hackett, as well as positions at The Ohio State University Wexner Medical Center. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and diversified asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment 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.

Mary Beth Burket is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily at Merrill since 2013, including a brief tenure at Raymond James Financial Services Advisors and The Nehemiah Project. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed internally and by third-party managers.

Ryan Franks is a financial advisor at Cetera with 23 years of industry experience and holds the CFP® and ChFC® designations along with a Series 66 license. His prior roles include positions at Voya Financial Advisors and DSF Wealth Management Group, where he has been active since 2004. Outside of financial services, he is a partner in a farming venture and serves on the board of a nonprofit organization supporting families. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, enabling advisors to implement both affiliated and third-party investment strategies across multiple program structures.

Vincent Richtar is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and 33 years of industry experience. His prior experience includes roles at Cottrill Arbutina Wealth Management Group and MSI Financial Services, Inc. He is also involved in fixed insurance sales as an independent contractor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and institutions.

Jodi Amos is a financial advisor with Cambridge Investment Research Advisors who holds 11 years of industry experience. Prior to joining Cambridge in 2026, she worked at Commonwealth Financial Network for four years and co-owned 4Rivers Wealth Management, where she spent two years. Her other business activities include fixed insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm employs a range of investment approaches, including proprietary models and third-party strategies, delivered through various custody platforms and tailored to client objectives.

Jack Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with individuals, families, and business owners to develop disciplined investment strategies aligned with long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER® professional and holds FINRA Series 7 and 66 registrations. Jack began his career as a Senior Analyst in Global Securities Operations at Bank of New York Mellon before joining Merrill in 2022. His experiences in institutional operations and client advisory roles provide a comprehensive perspective on portfolio construction, financial planning, and strategies including education planning, family wealth management, liquidity management, personal retirement planning, and tax minimization. He earned a Bachelor of Science in Finance and Accounting from Duquesne University. Outside of work, Jack maintains an active lifestyle and enjoys biking, fishing, golfing, pickleball, running marathons, skiing, soccer, swimming, and traveling.

Jessica Green is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022. Her prior roles include positions at Hefren Tillotson, Stitch Fix, and BNY Mellon. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs, supported by internal research and ongoing manager monitoring.

Jennifer Greene is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her previous roles include positions at Private Advisor Group, LPL Financial, and PNC Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection and monitoring supported by internal research tools.

Kathryn Bruckner is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 designations and has 28 years of industry experience. She previously worked at Hefren Tillotson and TIAA-CREF before joining Robert Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, portfolio management, and custody services through various managed account programs and advisory strategies.