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.

Jeffrey Bendis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2013 and operated Good Life Advisors, LLC from 2014 to 2026. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice primarily delivered by its network of investment adviser representatives.

Elizabeth Kline is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Federated Global Investment Management Company and Duncan Financial Planning Advisors. Kline has also been associated with academic activities at the University of Connecticut and the Gampel Pavilion Faculty. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

Robert Shields is a CFP®-designated financial advisor with 47 years of industry experience. He has worked at LPL Financial since 2018, following a 39-year tenure at Waddell & Reed, Inc. Shields is also involved in non-variable insurance through Good Life Insurance Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 financial advisor with Osaic Wealth Inc., holding the ChFC® and Series 63 designations and possessing 32 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for nine years. Outside of his advisory role, Purcell serves as a board member of the Avonworth Ice Hockey Club and the Estate Planning Council of Pittsburgh. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

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.

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.

David Trafican is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and W&S Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutions. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

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.

Bryan Calixto Corona is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at JPMC Chase from 2022 to 2024. Outside of finance, he has worked as an independent contractor in waste management, specializing in composting and recycling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Robert Mikolich is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research in its recommendations and incorporates an ESG eligibility framework.

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.