James Young II is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has been involved in several business activities including a leadership role at ATM Cash Network Inc. and co-ownership of Body Temple Fitness LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, leveraging a broad roster of asset managers and offering both advisory and brokerage channels to meet client needs.

Josephine Mastilak is a CFP® certificant with 43 years of experience in the financial industry. She has been with Stifel since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Peter Seppi is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Samuel Colaprete is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience in various roles including at Skips Meat Market and #1 Cochran. He attended Duquesne University from 2021 to 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Carl Marshalwitz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 26 years of experience in providing financial advice to businesses and individuals. He has been with Merrill for 22 years, focusing on managing and preserving wealth through comprehensive, solution-focused strategies tailored to his clients' needs. His areas of expertise include liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Carl holds a Bachelor's Degree from Strayer University and a High School Diploma from Pine Richland. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Gibsonia, he resides there with his wife of 22 years and their two sons. Carl is a veteran of the U.S. Army, having participated in the Grenada invasion of 1985. He follows the Merrill tradition of community involvement and is a member of professional organizations such as the Independent Order of Oddfellows and the North Hills Masonic Lodge. His personal interests include baseball, boating, fishing, golfing, and spending time with his family.

Richard Costa is a CFP® with 26 years of industry experience. He is affiliated with RBC Capital Markets and City National Bank since 2019 and previously worked at UBS Financial Services from 2009 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs that offer portfolio management, financial planning, brokerage services, and tailored investment strategies implemented through a mix of in-house and third-party managers.

Braydon May is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Ascent Financial and has experience in non-financial roles at Door Dash, UPMC, and several universities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and emphasizes a combination of discretionary and non-discretionary asset management solutions.

Heather Mullinix is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2025. She previously spent 21 years at Lincoln Financial Advisors. Outside of her advisory role, she is involved with Roses of Paris Flowers and Gifts, supporting marketing and networking efforts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and financial planning. The firm employs advanced asset-allocation tools and multiple third-party solutions to construct diversified portfolios across various asset classes.

Lindsay Greenberg is a financial advisor at Merrill in Pittsburgh, PA, with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Katharine Perry is a CFP® professional with 12 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. Her previous roles include positions at Kestra Investment Services LLC, Kestra Advisory Services LLC, Cookson Peirce Wealth Management, and Fort Pitt Capital Group. She is a board member of Junior Achievement of Western PA, where she participates in promoting financial literacy in local schools. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions across multiple asset classes.

Ryan Mastilak is a CFP® with nine years of industry experience, currently advising at Stifel since 2024. Prior to joining Stifel, he spent eight years at The Vanguard Group, Inc. He is based in Pittsburgh, PA. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group to guide asset allocation and financial planning.

Craig Shensa is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes 23 years at The Monteverde Group and five years at Royal Alliance Associates. He maintains involvement with The Monteverde Group as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

John Maggio is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of The Maggio Group. He works closely with clients to help them define and pursue their unique financial goals and manages relationships by designing tailored offerings that align with client priorities and needs. His expertise includes portfolio design and evaluation, wealth strategy, financial modeling, and facilitating access to banking services through Bank of America, N.A. John began his financial career at BNY Mellon in the corporate trust department, focusing on Tender Option Bonds. He joined Merrill Lynch Wealth Management in 2011 and has held several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree in Finance from Virginia Polytechnic Institute and State University, earned in 2009. John lives in Pittsburgh with his wife Kaitlin and their two children. In his free time, he enjoys golfing, skiing, and spending time with his family.

Kaitlyn Dizon is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and FlexScreen. Outside of her advisory role, she coaches the varsity girls basketball team at Belle Vernon Area High School. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm manages approximately $394 billion in regulatory assets and provides a range of investment strategies, including manager-traded and model-traded SMA approaches, supported by internal research and strategic partnerships.

David Priore is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at LPL Financial since 2013 and has been affiliated with Century Heritage Federal Credit Union since 2006, where he assists with marketing initiatives and provides non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology solutions.

Deborah Brent is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Motif Investing, and Equitable. She is based in Pittsburgh, PA. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and at Duncan Financial Planning Advisors since 2026. Outside of advisory roles, Waite is president and owner of FLEX SOURCE, INC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolios and model-based solutions.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, Joslyne serves as a board member for Al's Bike Drive, supporting the Toys for Tots program by organizing bicycle donations, and as chair/president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers clients integrated planning and managed-account solutions with periodic reviews through a network of financial advisors.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.