Michelle Kish is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping high-net-worth families and individuals develop customized, flexible wealth management strategies. Michelle's approach emphasizes personalized service and comprehensive planning that includes retirement planning, estate and insurance planning, education planning, and liability management. She collaborates with other professionals such as CPAs and attorneys to ensure alignment with clients' long-term goals. Michelle earned a Bachelor's Degree from the Pennsylvania State University System and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her experience and credentials support her analytical approach combined with empathy, enabling her to build trust with clients and address both financial and personal aspects affecting their wealth. Residing in her hometown of Murrysville, Pennsylvania, Michelle is active in her community, serving on the board of the Franklin Regional Athletic Association and participating with the Leukemia & Lymphoma Society. She enjoys spending time with her two children, Brody and Brooklyn, and her personal interests include skiing, attending sports events, reading, traveling, biking, boating, running, swimming, and watching movies.

Matthew Wirtz is a CFP® professional with 19 years of industry experience, all spent at Edward Jones since 2007. He holds a Series 66 license and is based in Irwin, PA. Outside of his advisory role, he owns an LLC focused on real estate investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Wegley is a financial advisor with LPL Financial, holding a Series 63 designation and five years of industry experience. Prior to joining LPL Financial, he worked at Trustmont Financial Group and Bayer US LLC. In addition to his advisory role, he is involved with Puzak Wegley Tax Services, a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Hayden Pascoe is a Series 66 licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, Pascoe is involved with Health Benefits Group, where he sells Medicare advantage and supplement plans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various third-party asset managers, integrating advisory programs with insurance product sales and lending services.

Michael Franklin is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. Prior to joining OSAIC, he spent 14 years at Sagepoint Financial, Inc., and has been president of Patrick Financial Co., Inc. since 1996, where he continues to manage fixed insurance with various carriers. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to offer portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Emily Jordheim is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked in the restaurant and hospitality sectors before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Maryanne Eckels is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009, following a prior role at Painewebber Incorporated. Outside of her advisory role, she serves as a Trustee of the Endowment for the Boy Scouts of America Westmoreland Fayette Council. Stifel provides a range of brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, offering clients analysis and guidance across asset allocation, retirement, insurance, and estate planning.

John Quinlan is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2017, following two years as a full-time student. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Lisa Lucas is a financial advisor at UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has worked at UBS Financial Services since 2016 and was previously with Morgan Stanley Smith Barney from 2009 to 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies based on clients’ goals and risk tolerances.

Timothy Kunkle is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Cambridge since 2014, also working at Duncan Financial Planning Advisors since 2026. He serves on the advisory board of BC3@Cranberry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using various platforms and proprietary as well as third-party strategies.

Craig Cacini is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at Raymond James & Associates and has previously been with Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is the owner and CEO of Beautiful Green Enterprises, LLC, a company involved in the acquisition and renovation of residential real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser force and a range of portfolio management styles.

Vincent Strangio is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at PNC Private Bank for eight years before joining Merrill in 2024. Outside of finance, he receives royalties from the use of his photographs. Merrill, along 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 to individuals, high-net-worth clients, and institutional investors.

Michael Foster is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 credentials and 14 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked for The Bank of New York Mellon Corp for 16 years. Outside of his advisory role, he co-manages a private investment partnership with his wife. 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 to guide fund and strategy recommendations.

Domenic Mangieri is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Howley V is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at AXA Advisors, LLC and Babcor Packaging, as well as at Penn State University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered and participates in a range of advisory and brokerage solutions, including LPL-sponsored programs and endorsed third-party managers.

David Oblock is a Series 63–licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has 40 years of industry experience and has held various leadership roles in non-public entities. Outside of finance, he has been a professional musician since 1978. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. It offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Kyle Wagner is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at Merrill since 2022 and previously worked at Bank of America, Luttner Financial Group, and KeyBank. 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 plans, corporations, and charitable organizations.

Donald Edmunds is a financial advisor with Edelman Financial Engines in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Wilshire Associates, as well as experience with Air Star Trans & Limousine Service Inc. and the US Postal Service. He also served The Avalo Foundation, Inc. for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.

Gerald Barkley is a financial advisor at RBC Capital Markets with 25 years of industry experience. He has held positions at Janney Montgomery Scott and has been with RBC Capital Markets since 2017. Barkley holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers.

Darren Morningstar is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been associated with Morgan Stanley and its related entities since 2009. Outside of his advisory role, Morningstar is involved in organizing sports memorabilia and autograph shows as a former professional athlete. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that utilizes firm-approved tools and market simulations.