Deron Donalson is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren Tillotson, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, including separately managed accounts, tax management, and direct indexing, supported by internal research and investment professionals.

Marc De Santis is a financial advisor at RBC Capital Markets with 16 years of industry experience. He has previously worked at Bank of America, Merrill, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Xane Stock is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Xane worked at Cambridge Investment Research, Inc. and SagePoint Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor for multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Bethany Mitcheltree is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Cetera and its affiliates since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Paul Contos Jr. is a CFP®-credentialed advisor with 26 years of industry experience, currently with LPL Financial since 2023. Prior to joining LPL, he spent 19 years at Citizens Investment Services Corp. Based in Pittsburgh, PA, he is involved in providing fixed annuities and personal and business insurance in addition to his advisory work. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a broad range of strategic and tactical investment options.

Lawrence Barber Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1997 and offers expertise in areas including endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, special needs planning strategies, women and wealth, and sports and entertainment. He attended the University of Vermont, though no degree was conferred, and holds professional designations as a Chartered Financial Consultant (ChFC) and a Personal Investment Advisor (PIA). Lawrence has been involved in the startup and growth of businesses in alternate energy, outdoor sports equipment, and natural foods. Lawrence serves on the boards of the Catamount Trail Association and the Vermont Businesses for Social Responsibility. He is also affiliated with the Union of Concerned Scientists and the Vermont Hang gliding and Paragliding Association. He lives in Charlotte, Vermont, and participates in adventure sports including backcountry skiing, hiking, biking, boating, rock climbing, and traveling.

Timothy Madar is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in fiduciary activities related to revocable trusts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers, financial planning, and affiliated trust and insurance services.

John Snyder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services since 2013. Outside of advising, he is an author working on a book about timeless principles and modern challenges, and he serves as waterfront staff at a YMCA family camp. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers across various program structures.

Jesse Garshak is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Valic Financial Advisors, The Huntington Investment Company, and Essex National Securities. Outside of advisory services, he is a business owner of Garshak Industries, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Janet Kirk is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding Series 63 and Series 65 licenses and with 47 years of industry experience. She has worked at RBC Capital Markets since 2015 and is also affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and tailored strategies based on each client’s risk profile.

Pamela Pasterick is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to each client's risk profile, utilizing a combination of in-house and third-party investment managers.

Keith Devine is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2022, he worked at Monaghan Tooling Group and has experience in education and early childhood services through roles at the University of Dayton, The Little Gym, and Peters Township School District. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Sharon is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 32 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Kenneth began his career with Merrill in 1990 after graduating from Pennsylvania State University System with a Bachelor's Degree in Business Administration. Kenneth focuses on comprehensive wealth management strategies tailored to meet the needs of individuals and families at every stage of life. His areas of expertise include college education planning, family wealth management, liquidity management, personal retirement planning, philanthropic and socially responsible investing, women and wealth, and tax minimization. He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Outside of his professional work, Kenneth is involved with his family and has participated in various youth sports programs and charitable organizations. His personal interests include baseball, cooking, gardening, hiking, ice hockey, tennis, woodworking, and spending time with his family.

Korey Carnvale is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and is based in Pittsburgh, PA. Prior to joining Equitable Advisors, Korey worked at Ohio University and held positions in retail and education sectors. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Katie Byers is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at National Planning Corporation from 2009 to 2017. She has also maintained a related business under Speakman Financial since 2004. 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 financial planning and asset management services through a large network of investment adviser representatives.

Mitchell Mulqueen is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at the University of Pittsburgh and North Canton High School. Outside of his advisory role, he is also engaged in ridesharing and food delivery services with Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Robert Keiscer is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, AXA Advisors, and other firms. Keiscer is based in Pittsburgh, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI-driven methods.

Paul Grachen is a CFP® with 35 years of industry experience and is currently affiliated with Ameriprise in Pittsburgh, PA. He has worked at Ameriprise and its predecessor entity since 1990. Outside of his advisory role, he serves as a basketball referee. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Kelly Wisniewski is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Ginsberg is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at Boenning & Scattergood Inc for 14 years before joining LPL Financial in 2023. 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 portfolios, third-party asset management, and institutional platforms.