Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Brad Chiesa is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in complex wealth management strategies for individuals, families, and institutions. He has extensive experience addressing challenges such as tax minimization, multi-generational wealth planning, aspirational investing, and philanthropic planning. Prior to his current role, Brad served as a Senior Vice President at Bank of America, where he provided financial services and lending solutions to businesses and real estate investors in Western Pennsylvania. Brad's background includes 12 years as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, which has equipped him with expertise in lending, distribution strategies, and managing liquidity events such as sales and dividend recaps. His professional designations include Certified Exit Planning Advisor (CEPA), and he holds a Bachelor of Science in Business Administration with a focus in Finance and Accounting from the University of Pittsburgh. Outside of his professional work, Brad is engaged in community service and has held leadership roles in various nonprofit organizations. He currently serves on the board of The Challenge Program in Western Pennsylvania. Brad resides in the South Hills with his wife, Monika, and their two daughters.

Nathan Lawhead is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Cambridge, he worked at MAI Capital Management, LLC and Deloitte & Touche LLP. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base through multiple platforms and custodians.

Samantha Duffy is a financial advisor at OSAIC with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and William J. Stroyne Financial Services. Outside of finance, she is a professional musician and teacher, providing private violin and viola lessons and performing locally. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Jason Fox is a Financial Consultant currently working at Fidelity Investments since 2024. He assists clients and their families in identifying, organizing, and prioritizing their financial goals. Jason's professional experience spans over a decade in the financial services industry, having held positions including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley and Edward Jones between 2015 and 2017, and Investment Services Partner at PNC Investments from 2013 to 2015. Throughout his career, Jason has developed expertise in financial consulting across multiple firms. Outside of his professional life, he engages in activities such as baseball, football, golf, family activities, parenthood, and volunteering.

Susan Delfine is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1982. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Travis Barker is a financial advisor with Robert Baird & Co., holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Hefren Tillotson and Mid Atlantic Financial Management, Inc. He 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 provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and investment tools.

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.

Ashley Bennett is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation, Bon-Ton, Ameritas Investment Corp, and Western PA Financial Center. Outside of her advisory role, she is a commissioned notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation activity, and complex affiliate network.

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.

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.

Daniel Richmond is a CFP® and Series 66-registered advisor with 18 years of experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. 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 range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology such as artificial intelligence.