Daniel Gray is a financial advisor at Osaic Wealth Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, Money Concepts Capital Corp, and Bombardier. In addition to his advisory role, Gray operates a tax analysis and preparation business as a sole proprietor. Osaic Wealth Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party managers and alternative investments.

Colleen Neuendorffer is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Fuller & Co, and Hefren-Tillotson. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

John Zalewski Jr. is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at BNY Mellon for ten years. 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 model-based and discretionary strategies designed by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Michael Brown is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. His work history includes prior roles at several Federated affiliates and a period of academic involvement at Duquesne University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with fiduciary financial planning and portfolio management. The firm operates with institutional trading capabilities and a broad service platform that includes custody, underwriting, and securities-backed lending programs.

Marcel Brown is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity and Wells Fargo, among other firms. Marcel is currently based in Ambler, PA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Donald Frenz is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendation reports through a centralized consulting team.

Wesley Nicholson is a CFP® with 42 years of experience in the financial industry. He has worked at Wells Fargo Advisors since 2026 and previously spent over three decades at Laurel Financial Group and Commonwealth Financial Network. Nicholson has involvement as a co-owner of Laurel Financial Group, a private entity focused on securities, advisory, and insurance business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored client recommendations.

Nicholas Troha is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors, LLC, and has experience in various roles including at Ursinus College and in the hospitality industry. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies and program structures managed through a nationwide network of over 10,000 advisors.

Anthony Pol is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he is president of Poach, Koury & Associates LLC, where he manages an investment-related business. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nathan Paschel is Vice President, Wealth Planner at Fidelity Investments, where he works with high-net-worth families to provide organization, accountability, education, and partnership around their financial goals. He holds the CERTIFIED FINANCIAL PLANNER designation and brings knowledge that includes an in-depth understanding of financial markets as well as holistic financial planning. His professional experience includes roles at Fidelity Investments since 2019, previously serving as a Financial Consultant before his current position. Prior to that, he worked as an Associate in Fixed Income at JP Morgan Investment Management from 2017 to 2019, a Senior Financial Consultant at TD Ameritrade from 2015 to 2017, and a Retirement Plan Consultant at ADP Broker-Dealer from 2013 to 2015. Nathan holds a California Insurance License. Outside of his professional work, Nathan enjoys camping, golf, hiking, parenthood, and traveling.

Tyler Vallano is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing 18 years of industry experience. He has worked at Hefren Tillotson, Inc. since 2008 and joined Robert Baird & Co. in 2022. Vallano serves on the Board of Directors and the investment/finance committee of The NEC Society. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers distinctive features such as municipal advisory services and strategic minority investments.

Kyle Bero is a financial advisor with Equitable Advisors in Canonsburg, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes roles at AXA Advisors and Nemacolin Woodlands Resort. He is also the owner of KKB & Associates, a non-investment business. 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 multiple third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Katrina Saylor is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2017 and previously worked at PNC Investments. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Martin is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and having 34 years of industry experience. He previously worked at Royal Alliance Associates for five years and The Monteverde Group for 21 years. He maintains an ongoing investment-related business activity associated with The Monteverde Group. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Lucas Boyd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at PNC Private Bank for three years and BNY Mellon for seven years. Based in Pittsburgh, PA, Boyd joined Merrill in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tory Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked in various engineering and contracting roles and currently volunteers as a ski patrol member at Seven Springs Mountain Resort. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Christian Friday is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets, LLC since 2015. Outside of his advisory role, he serves as an assistant track coach for both Keystone Oaks School District and Chatham University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Earl Brooks Jr. is a CFP® certificant with over 31 years of industry experience, currently serving at Osaic since 2024. He previously worked at Triad Advisors, Inc. for 19 years and has been self-employed since 1988. Brooks also owns a sole proprietorship focused on tax preparation and planning, and he operates Riverspointe Wealth Advisors, an LLC providing financial planning, life insurance, and fixed income annuities advice. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to various managed account solutions, utilizing asset-allocation tools and risk assessments to construct diversified portfolios.

Robert George is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also maintains his medical practice, Robert A. George, M.D., P.C., which he has operated since 1990. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, serving clients who meet specific net-worth criteria with tailored recommendations.

Jesse Bowman is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Financial, Eagle Strategies (NY Life), and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.