Jon Hoover is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023. Prior to that, he was affiliated with Globe Life and has experience with an organization called Wrestlers in Business. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house and third-party portfolio management across multiple advisory programs.

Gerard Elijah Fernando is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney before joining PNC Investments in 2017. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio strategy for employees that utilizes algorithm-driven risk assessment and delegated investment execution.

Stephen Andros is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, Navigator Business Solutions Inc., Wilshire Associates Inc., and the University of Pittsburgh. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

Christina Salpietro is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, she worked at XPYRIA Investment Advisors, Inc. from 2021 to 2024 and held roles at PNC Bank. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Frank Deshantz Jr. is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at firms including First National Bank of PA, Cetera, and Citizens Securities. Outside of his advisory role, he coaches softball for 10 hours per week. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Brian Clouse is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 20 years of industry experience, including roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. In addition to his advisory work, he is involved in insurance sales through Oxygen Financial and Disability Resource Group, and he serves as vice president of a local business networking group focused on referral management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Mark Ceraso is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at BPU Investment Management Inc. and LPL Financial, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, guided by an internal Investment Committee and incorporating quantitative and fundamental research.

John Graves is a CFP® professional with four years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and Carson Wealth, having previously worked at Corecap Investments, Corecap Advisors, and Affinity Advisory Network. Outside of financial advising, he co-owns Graves Law Firm, where he participates in client appointments and educational seminars. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement plan solutions, employing model portfolios overseen by an internal Investment Committee and offering access to alternative investments and customized indexing.

Patricia Kovacic is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she is a Notary Public in Pittsburgh, PA. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account-level services.

William Snyder is a CFP®-designated financial advisor with Edward Jones, based in Monroeville, PA. He has 14 years of industry experience and has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dennis Gump is a financial advisor with Fidelity in Lawrence, PA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been associated with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Dennis works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Arron Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Alliance Rx Walgreens Prime and served in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Brian Fuchs is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding a Series 66 designation and nine years of industry experience. He has worked with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Patrick Tobin is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with RBC since 2013. Tobin serves as president of the Father Regis M. Farmer Scholarship Fund, a nonprofit organization, and is a board member of the Kearns Spirituality Center. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored portfolio management and financial planning services. The firm offers multiple advisory programs and combines in-house and third-party investment managers to implement client strategies.

Ryan Senka is a financial advisor with Morgan Stanley Wealth Management in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services, MassMutual of Pittsburgh, Northwestern Mutual, and Duquesne University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and market analysis techniques.

Ian Fremer is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill and its parent company Bank of America since 2000. 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, and institutions.

Heather Campbell is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following her time at Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Kaitlyn Shogry is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at Leadership League LLC and Traveler's Service Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Matthew Christ is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Matthew is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jeffrey Reimer is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at MetLife Securities Inc. for ten years prior to joining his current firm in 2017. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life/accident/health insurance and serves as a seat attendant for the Pittsburgh Steelers’ Heinz Field. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.