Mark Speedy is a CFP® professional with 15 years of industry experience, currently serving at OSAIC since 2023. He has also held roles at T & D Advisors, Inc. and Sagepoint Financial, Inc. since 2010. Outside of his advisory work, he serves as a committee member for the Pine Springs Camp Golf Committee, assisting in planning an annual golf outing. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options managed through multiple platforms and technology tools.

John Kesich is a financial advisor with Cetera, holding a Series 63 license and 29 years of industry experience. He has worked with Avantax in various capacities from 1997 to 2025 before joining Cetera in 2025. Outside of his advisory role, he is a partner in Kesich Consulting Group, LLP, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and third-party managers.

Jack Friedman is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He joined the firm in 2004, bringing extensive experience from his background as a technology entrepreneur and business leader. Jack started CCA Technologies, Inc. in 1982 and grew the company to over $50 million in sales before selling it to Westcon Group in 2000. While at Westcon, he expanded the business to become one of the nation’s largest networking technology and Voice Over IP distributors, increasing its size fourfold compared to his original company. In addition to running the business, Jack managed his own assets as well as those of employees through the company Profit Sharing Plan. His areas of expertise combine technological entrepreneurship with financial asset management. He holds a Bachelor of Science degree in Engineering and an MBA in Finance, both from Syracuse University. Jack also holds the Personal Investment Advisor (PIA) designation.

Brian Dieckmann is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 66 designation and is based in Pittsburgh, PA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to make informed decisions.

James Stewart is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Louis Civitarese is a financial advisor with LPL Financial, holding the Series 66 and Series 63 designations and bringing nine years of industry experience. He has previously worked at Stratos Wealth Advisors, Merrill, and as an independent options on futures trader. Outside of his advisory role, Civitarese serves as an adjunct professor at Duquesne University and holds nonprofit board positions with the Pennsylvania Trolley Museum and the Pittsburgh North Regional Chamber. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Thatcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation. He has experience in real estate and government roles, including eight years with the Commonwealth of Pennsylvania and two years at Jeffrey Costa Select Realty. Michael serves in the United States Marine Corps Reserve and is involved with MB2K Development, Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm employs a large network of advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

Amy Bonetto is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone planning.

Olimpio Grieco is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at Allianz Global Investors and SG Americas Securities, LLC. Outside of finance, he has experience in outdoor recreation, having worked with Laurel Highlands Whitewater Rafting. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and nonprofit clients with tailored investment strategies through a variety of advisory programs and portfolio management options.

Paul Rudoy is a financial advisor at LPL Financial with 27 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes 11 years at Raymond James Financial and over 20 years as part owner of the CPA firm H2R CPA. He serves as a trustee and is a board member of CPA Associates International, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Steven Sheffler is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Wealth Management since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Hadobas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves on the finance council of St. Patrick/St. Stainsluas Kotska Parish and operates as an independent insurance agent. 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 professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Michael Maglio is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 66, Series 63, and Series 65 registrations and having seven years of industry experience. He previously worked at BNY Mellon Wealth Management before joining J.P. Morgan Securities in 2020. Maglio serves as a board member for the Pittsburgh Venture Capital Association, a nonprofit organization. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Quan Le is a financial advisor at Ameriprise with a Series 66 designation. He has four years of experience, including prior roles at J.P. Morgan and Comerica Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Heather Tollis is a financial advisor at UBS Financial Services with 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and Rivertowne Advisors. Outside of her advisory role, she is a partner in MT Plates Catering LLC, a business she co-owns with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and Global Research teams to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

David Nader is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 1982, he has focused on developing financial strategies and recommendations tailored to the needs of individuals, families, and businesses. His approach emphasizes building relationships grounded in trust, integrity, and confidentiality, taking into account clients’ short- and long-term financial objectives. His client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. David holds a bachelor's degree in Business Administration from Duquesne University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is a member of the Porsche Club of America and participates in volunteering activities at his church. David resides in Murrysville, PA with his wife Beth and their two children. His personal interests include cooking, music, photography, and scuba diving.

Michael Forney is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 1998. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Karen Hartley is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 20 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns KH Strategic Initiatives, LLC, a consulting business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Patrick Byrne Jr. is a CFP® with 26 years of industry experience, currently serving at Edward Jones since 1999. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Anthony Capriotti is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2021. Capriotti serves on the Board of Directors for the St Clair Country Club, where he leads the membership committee, and participates on the board of the Mother's Hope Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and advisory programs. The firm combines in-house and third-party investment managers and provides various options for portfolio structuring, tax management, and responsible investing.