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.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Farmers Financial Solutions. Outside of financial services, he owns a golf simulator business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Silviya Stoimenova is a financial advisor with RBC Capital Markets in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. Outside of her advisory role, she works as an independent contractor providing translation services for two companies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

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.

Martin Mancuso is a financial advisor with LPL Financial who holds the ChFC® designation and has 55 years of industry experience. His prior roles include positions at Raymond James Financial Services and Cambridge Investment Research, among others. He is also involved with Mancuso Enterprises, L.P., a business entity used for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of advisory programs and services, utilizing discretionary and non-discretionary management supported by research and third-party subadvisors.

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.

Joyce Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has worked at Cetera Investment Services and Cetera Investment Advisors LLC since 2019 and previously spent 14 years with PNC Investments. Outside of her advisory role, she serves as Treasurer for the Kiski Area Cross Country Boosters and holds a Director of Sales and Service position at First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports discretionary and non-discretionary account management across various program structures.

Brandon Ledoux is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. His work history includes positions at First National Bank of Pennsylvania and Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and manager options across discretionary and non-discretionary accounts.

Bret Wagner is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2005. In this capacity, he works primarily with high net worth clients, focusing on financial planning. Prior to joining Fidelity Investments, Bret served as a Client Service Full Trader at Charles Schwab Corporation from 1999 to 2004. With 26 years of experience in the financial services industry, Bret brings extensive knowledge in client-focused financial strategies and portfolio management. His career experience encompasses both trading and comprehensive financial consulting. Outside of his professional work, Bret enjoys boating, fishing, golf, and outdoor adventures.

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.

Andrew Aufderheide is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2022, following a tenure at Hefren-Tillotson Inc. starting in 2008. He is part of the DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and a range of custody and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

William Mulvaney Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning and offers both direct client services and corporate financial planning agreements.

Richard Schneider Jr. is a CFP® and holds a Series 66 license with Edward Jones in Wexford, PA, where he has worked for 10 years since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Bradley Dishart is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously spent over 30 years at Hefren Tillotson, Inc. Outside of advising, he is a passive investor in ALPX Energy. The DDK Group at Robert W. Baird & Co., where he works, serves individuals, corporate 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 alongside internal research and technology, including artificial intelligence, in client advice.