Jacquelyn Connell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Bank of America and has been involved with several nonprofit organizations, including serving as an adjunct faculty member at Duquesne University teaching Estates, Wills, and Trusts. She also works with The Verona Cemetery and sits on the board of River Communities Fiduciary Services, a nonprofit supporting individuals with disabilities. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, and charitable organizations. The firm’s investment approach integrates model-based and discretionary strategies, leveraging its connection to Bank of America to offer a wide array of products and services.

Allan Telech is a financial advisor with LPL Financial in Bethel Park, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. His career includes over two decades with Waddell & Reed, INC. and various insurance carriers through W & R Insurance Agencies. In addition to his advisory work, he has engaged in seasonal accounting and tax services under a non-investment-related contract. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches across its national network of investment adviser representatives.

Bo Edvardsson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors for seven years before joining LPL Financial in 2023. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Kimberly Henry is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 30 years of industry experience, including roles at The Bank of New York Mellon and Northwest Bank prior to joining Cambridge. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Peter Strope is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with UBS Financial Services since 2010. Outside of his advisory role, he serves as a professor at the University of Pittsburgh. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services through its integrated platform.

Natalie Taylor is a financial advisor with J.P. Morgan Securities LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her prior roles include positions at Achieva Family Trust, PNC Wealth Management, and BNY Mellon Wealth Management. Taylor serves on the boards of several nonprofit organizations, including Shady Side Academy, Shadyside Hospital Foundation, Achieva Family Trust, and the Pittsburgh Glass Center, where she contributes to finance and investment committees. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Allen Zeolla is a financial advisor with Osaic Wealth, Inc. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He also operates AZ Financial, Inc., his own firm, and is involved in tax preparation services as the owner of Tax Services Plus. Additionally, Zeolla is a co-owner of Sign Trendy LLC, a business engaged in billboard management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, automated rebalancing, and access to third-party money managers and wrap programs.

Joseph Nichol is a Series 66 registered advisor at J.P. Morgan Securities with less than one year of industry experience. He previously worked at JPMorgan Chase Bank and Seven Oaks Country Club, and completed his education at Duquesne University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Young II is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has been involved in several business activities including a leadership role at ATM Cash Network Inc. and co-ownership of Body Temple Fitness LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, leveraging a broad roster of asset managers and offering both advisory and brokerage channels to meet client needs.

Josephine Mastilak is a CFP® certificant with 43 years of experience in the financial industry. She has been with Stifel since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Peter Seppi is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Samuel Colaprete is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience in various roles including at Skips Meat Market and #1 Cochran. He attended Duquesne University from 2021 to 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Richard Costa is a CFP® with 26 years of industry experience. He is affiliated with RBC Capital Markets and City National Bank since 2019 and previously worked at UBS Financial Services from 2009 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs that offer portfolio management, financial planning, brokerage services, and tailored investment strategies implemented through a mix of in-house and third-party managers.

Braydon May is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Ascent Financial and has experience in non-financial roles at Door Dash, UPMC, and several universities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and emphasizes a combination of discretionary and non-discretionary asset management solutions.

Heather Mullinix is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2025. She previously spent 21 years at Lincoln Financial Advisors. Outside of her advisory role, she is involved with Roses of Paris Flowers and Gifts, supporting marketing and networking efforts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and financial planning. The firm employs advanced asset-allocation tools and multiple third-party solutions to construct diversified portfolios across various asset classes.

Lindsay Greenberg is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies, leveraging its integration with Bank of America’s broader corporate platform.

Katharine Perry is a CFP® professional with 12 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. Her previous roles include positions at Kestra Investment Services LLC, Kestra Advisory Services LLC, Cookson Peirce Wealth Management, and Fort Pitt Capital Group. She is a board member of Junior Achievement of Western PA, where she participates in promoting financial literacy in local schools. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions across multiple asset classes.

Ryan Mastilak is a CFP® with nine years of industry experience, currently advising at Stifel since 2024. Prior to joining Stifel, he spent eight years at The Vanguard Group, Inc. He is based in Pittsburgh, PA. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group to guide asset allocation and financial planning.

Craig Shensa is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes 23 years at The Monteverde Group and five years at Royal Alliance Associates. He maintains involvement with The Monteverde Group as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kaitlyn Dizon is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and FlexScreen. Outside of her advisory role, she coaches the varsity girls basketball team at Belle Vernon Area High School. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm manages approximately $394 billion in regulatory assets and provides a range of investment strategies, including manager-traded and model-traded SMA approaches, supported by internal research and strategic partnerships.