Michael Allen is a financial advisor with Wells Fargo Advisors in Pittsburg, PA. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Allen was associated with Commonwealth Financial Network and Laurel Financial Group, where he was also a co-owner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, offering clients access to various advisory and brokerage programs.

Joy Marshall is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to assist clients in evaluating their financial situations and identifying opportunities to better align their plans with their goals. She has been in this role since 2025. Prior to her current position, Joy worked as a Relationship Manager at Fidelity Investments in 2024. Before joining Fidelity, she gained experience as a Client Solutions Specialist at PNC Investments from 2022 to 2024 and began her career as a Personal Banker at PNC Bank from 2021 to 2022. Outside of her professional work, Joy has interests in art, badminton, painting, pets, swimming, and traveling.

Joseph Grunwald is a CFP® professional with 27 years of industry experience, currently serving at Robert Baird & Co. since 2022. He has also worked at Hefren Tillotson, Inc. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools to deliver advisory services.

Emmett Licastri is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the non-investment-related Diplomat Wrestling Club, Inc. Equitable Advisors serves a broad range of individual and institutional clients, providing financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.

Jason Roney is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2004, including time at its predecessor, Axa Advisors. 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 combining advisory and brokerage/insurance channels.

Alena Ilyushyna is a Financial Advisor at Merrill Lynch Wealth Management, bringing over 10 years of experience within Merrill. She works closely with professional practice clients, nonprofit organizations, and high net worth families, providing guidance across various investment products and portfolio strategies tailored to clients' life stages and financial objectives. Alena holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. She earned both her Bachelor's and Master's degrees from Belarus State Economic University. Fluent in English and Russian, Alena leverages her background to advise clients on market conditions and investment allocations, including individual stocks, bonds, and custom portfolios. She has particular interest in innovative market niches such as generative AI, internet-of-things, cloud computing, and electric vehicles. Committed to long-term client relationships, Alena supports clients as they pursue financial goals and navigate market changes. She participates in professional organizations including the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra and serves on the Board of Directors of the Lubbock Symphony Orchestra. Additionally, she is involved with the community organization Dress for Success.

Scott Swinchock is a financial advisor with LPL Financial in Cannonsburg, PA, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Appalachia Energy Partners Inc and Waddell & Reed, Inc. He is also involved in entrepreneurial ventures related to investment and insurance through SBSwin LLC and other affiliated businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, supported by research and technology-driven portfolio management options.

Steven Trinkala is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm uses structured financial planning tools and delivers services through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Laura Gleghorn is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s platform, providing access to a wide range of products and services beyond traditional investment management.

Jacob Dobich is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020, following prior roles at Axa Advisors LLC, Seventy2 Capital Wealth Management, and the University of Maryland. Outside of finance, he was involved with Danny West Painting and Remodeling LLC for three years. 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 operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Hiede Broccoli is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and bringing 23 years of industry experience. Their career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to their current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm utilizes proprietary research and planning tools to develop recommendations, with clients deciding on implementation through various brokerage or advisory programs.

John Poppert is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he has worked as an independent contractor in graphic design. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Tyler Hertwig is a financial advisor with UBS Financial Services in Canonsburg, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at First National Bank and has experience outside finance, including a role at New Trail Brewing and as a faculty member at Point Park University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Domenico Sciulli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at PNC Investments, PNC Bank, Citizens Securities, and JPMorgan Chase Bank. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG processes.

Eric N. Dunn is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the president of the Greencroft Condominium Association board and coaches a fitness program with Beachbody. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Nils Nolan is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 credential and 11 years of industry experience. He has previously worked at Sagepoint Financial, ILG Private Wealth, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Nolan is involved with V&G Capital LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Anita Manning is a Series 66-licensed financial advisor with Merrill in Pittsburgh, PA, bringing over 36 years of industry experience from her prior tenure at PNC. She has been with Merrill since 2025. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jacob Hancher is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Micah Larson and New Saint Andrew's College, as well as experience in the hospitality and retail sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, brokerage, insurance, and third-party asset management services, utilizing various program sponsors and managers to provide advisory and brokerage solutions.

Brian Beal is a Planning Consultant at Fidelity Investments, where he works with clients to assess their financial situations and identify opportunities that align their plans with their goals. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role in 2024. Outside of his professional work, Brian enjoys recreational activities including baseball, camping, hiking, running, soccer, and traveling.

Ivana Liberatore is a CFP® with 21 years of industry experience, currently serving with Cetera. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Avantax Insurance Agency. Outside of her advisory work, she is involved as a Court Appointed Special Advocate volunteering for foster children in Washington County, PA. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to a wide range of clients, including individuals, employer-sponsored plans, corporate and charitable entities, and institutions.