Samuel Marsteller is a financial advisor at Equitable Advisors based in Pittsburgh, PA, with two years of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including positions in education and food service. He is also a marching band instructor for the Baldwin Whitehall School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions to clients’ risk tolerance and objectives.

Mark Smith is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and PNC Investments. 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 for individuals, high-net-worth clients, and institutions.

Matthew Dudkowski is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. He serves as a board member of Community Health Challenge, providing guidance on financial matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Andrew Morrison is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 38 years of experience in the financial services industry. Since 1996, he has focused exclusively on addressing the wealth management needs of individuals and families, including investment management, retirement planning, education planning, insurance and estate planning, as well as residential and personal financing. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Income Certified Professional® (RICP), Certified Divorce Financial Analyst® (CDFA), and Chartered Advisor in Philanthropy® (CAP), among others. He earned a Bachelor of Arts degree in Economics from Washington & Jefferson College in 1983 and a Master of Business Administration from the University of Pittsburgh in 1986. Andrew resides in Allison Park, Pennsylvania, with his wife Karen and their three children. He serves as Vice-Chair of the Board of Directors and Chair of the Development Committee at The Woodlands Foundation, an organization that provides programs for children and adults with disabilities and chronic illnesses. In his personal time, he enjoys golfing and supporting his family's activities.

Cole Pearson is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Morgan Stanley and has held positions outside of finance, including roles at Baldwin Supply Company and USA Hockey. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services featuring discretionary and non-discretionary portfolio management, separately managed accounts, tax-management, and municipal advisory services.

Brennon Paik is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Trinity Wealth Securities, Tristate Financial Advisors, and positions related to the University of Pittsburgh. 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 applying an ESG eligibility framework in its investment recommendations.

Diana Kierzkowski is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Michael Mucha is a Series 66-licensed financial advisor with Robert Baird & Co. in Pittsburgh – Wexford, PA, where he has worked since 2023. He has three years of industry experience, including prior roles at Hefren Tillotson and professional experience at Ohio University and Target. Outside of his advisory work, Mucha was involved with the Avonworth Soccer Association for three years. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and artificial intelligence.

Christian Melendez Carpintero is a financial advisor with Equitable Advisors based in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at Gnc, Fennel Brothers, Geodis, Syncreon, Laroche, and Aroogas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party managers and offers ERISA fiduciary services to qualified plans.

Ryan Sharrer is a financial advisor with Ameriprise who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Investment Professionals, Inc. and has been associated with S&T Bank since 1998, where he serves as Vice President and Financial Advisor. Outside of his advisory role, he is involved in independent insurance brokering and serves on the board of directors for a nonprofit organization in Pittsburgh. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Deborah Sheehan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers specialized planning for clients meeting net-worth thresholds, utilizing proprietary research and tools to develop tailored recommendations.

Sanjit Khara is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Khara is involved in trustee and executor roles for family-related financial matters and holds part ownership in KM Wealth Management LLC and Heritage Seubert Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad array of planning services and integrates advisory services with other financial products and referral channels.

Lance Burgert is a financial advisor with Edward Jones in Bethel Park, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Frazetta is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is involved with D2W Media LLC, a podcast partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research tools and a broad platform that integrates advisory and non-advisory financial services.

Conrad Naugler is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation. He has experience working at BNY for five years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Andrew Conti is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Boenning & Scattergood and Ross, Sinclaire & Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Daniel Sherman is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected Township Auditor in Slippery Rock Township. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charities. The firm offers customized investment strategies through various advisory programs using a combination of in-house and third-party managers, with options for discretionary and non-discretionary portfolio management.

Justin Tillotson is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2022. His prior experience includes positions at Hefren-Tillotson and work related to Elon University and Eden Christian Academy. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Steven Wagner is a financial advisor at Cetera with two years of industry experience. He previously worked for Federated Hermes for 26 years before joining Cetera in 2024. Outside of his advisory role, he also manages the financial affairs of Bray Farm Income Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by its nationwide network of over 10,000 advisors.

Dominic Perry is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 12 years of industry experience. He has previously worked at Perry & Company PC and serves as a CPA firm partner at Wessel & Company, providing tax and business services for small privately held businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.