David Smarrelli is a financial advisor with MassMutual Investors Services in Pittsburgh, PA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 23 years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2002, where he is also involved in life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using analytical tools such as Monte Carlo simulations and automated asset allocation in its planning engagements.

James Piersol III is a financial advisor with Equitable Advisors, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Penn State University, Toyota, Anova Innovations, and Peek'n Peak Resort. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides financial planning, broker-dealer services, insurance distribution, and third-party asset management access, operating primarily through program sponsors and endorsed third-party managers.

Chad Friday is a financial advisor at Edward Jones in Monroeville, PA, holding a Series 66 designation with two years of industry experience. His previous roles include positions at RW Baird, First National Bank, and Morgan Stanley. Outside of finance, he has experience working at Kenwood Country Club and Mios Pizza Pub. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Carmella Stamm is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at Lincoln Financial Securities Corporation and Ensphere College Planning Services. Stamm is also active as an insurance agent and broker, focusing on life, disability, fixed annuities, and long-term care insurance, and serves as a partner in a firm managing payroll for administrative staff. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning with various specialized programs including a recent standalone Divorce Planning service.

Herman Dieckmann is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Stifel since 2022. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2022. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Kevin Sherrets is a financial advisor with Ameriprise in Cranberry Township, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and owns RKM LLC, both investment-related business entities. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed account holdings and algorithmic support in its advisory process.

David Rich is a financial advisor with Ameriprise in Lower Burrell, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its planning process and offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

David Jancisin is a financial advisor at Merrill with 49 years of industry experience. He has held positions at Merrill since 1977 and Bank of America, N.A. since 2009. He holds Series 63 and Series 66 licenses and is based in Pittsburgh, PA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party managers.

Calvin Moore II is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of New York and the Federal Home Loan Bank of Pittsburgh. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.

Tyson Sears is a CFP® professional with six years of industry experience, currently serving at MassMutual Investors Services. He previously worked at Northwestern Mutual in various capacities over five years and has a background that includes roles in marketing and land management. Sears is also licensed as an insurance agent, focusing on life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers event-driven planning programs such as estate settlement and divorce planning.

Carol Beck is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® credential and Series 63 and 65 licenses. She has 41 years of industry experience, including roles at Connecticut General Life Insurance Company and Sandra Solomon Associates. Outside of advising, she is a yoga instructor and president of a leasing business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management and model-based solutions across multiple platform arrangements.

Deepak Kotwal is a CFP® professional with 35 years of industry experience, currently serving with Cetera since 2020. His prior experience includes over a decade at Sagepoint Financial and a long tenure managing operations at Mon Valley Pathology Associates. He is also involved in fixed insurance sales and acts as a financial professional under the DBA InterGen Advisors. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, and institutional clients with a range of portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 advisors.

Mitchell Niderstros is a CFP® professional with six years of industry experience, currently associated with LPL Financial. His prior experience includes roles at Robert Baird & Co., Hefren-Tillotson, and Dollar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Bruce Georgi Jr. is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Janney Montgomery Scott for 12 years before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing a mix of internal and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jonathan Suley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He worked at Cetera from 2007 to 2016 before joining Cambridge Investment Research Advisors in 2018. Outside of advisory services, Suley is president of Dynasty Real Estate Investments, Inc., a multi-family rental property business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of services through independent financial professionals, utilizing various investment platforms and tailored portfolio strategies.

Scot Love is a CFP® with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Pittsburgh, PA. Outside of his advisory role, he is involved in residential rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Brian Bohn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2014 and has been part of the financial services industry since 2011. Brian serves as the managing partner of the Bohn, Brinker, Floberg Group, providing wealth management services tailored to individual client needs across complex market cycles. Brian's professional expertise includes corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Private Wealth Advisor® (CPWA®) designation sponsored by the Investments & Wealth Institute™. Additionally, Brian holds designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Robert Morris University. Brian is involved in community organizations including Magee Women's Hospital, the Robert Morris University Men's Lacrosse Program, and the Theodore Roosevelt Conservation Partnership. His personal interests include football, golfing, hunting, and spending time with his family.

Oliver Oxenreiter is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at PNC before joining J.P. Morgan in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Maria Bowers is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a registered notary in Pittsburgh, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Donald Angel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Cambridge since 2012. Outside of advisory work, he serves as a volunteer member of the Deer Valley YMCA Camp Board of Management in an advisory capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through independent Financial Professionals using multiple custody and platform arrangements with a mix of discretionary and non-discretionary strategies.