Craig Yost is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities, Inc. He is also president of The Rock Financial Services LLC, an LLC he established with two other agents to manage shared office expenses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation using portfolios developed internally and by third-party strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Tanner Cogar is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Cogar is based in Pittsburgh, PA. 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. The firm’s investment approach includes model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenn Smith is a Planning Consultant at Fidelity Investments, where she collaborates with clients to design and implement financial plans aimed at achieving their financial goals. She has held this role since 2026. Prior to this position, Jenn served as a Relationship Manager and Financial Representative at Fidelity Investments from 2025 to 2026 and 2024 to 2025 respectively. Before joining Fidelity, she worked as a Senior Client Operations Specialist at Alto Solutions from 2022 to 2024.

Ronald Short Jr. is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Groetsch Jr. is a financial advisor with Morgan Stanley, holding Series 63 and 65 licenses and bringing 31 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a board member for the North Hills YMCA and the Pennsylvania Basketball Coaches Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

Robert Zewe is a Planning Consultant at Fidelity Investments, where he works with clients to help customize financial plans tailored to their unique planning needs. He has been with Fidelity Investments since 2025, initially serving as a Financial Representative and then as a Relationship Manager before assuming his current role in 2026. His professional experience within Fidelity Investments spans various client-focused positions, providing him with a comprehensive understanding of financial planning and client relationship management. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Leonard Kowalski is a financial advisor at Ameriprise in Greensburg, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked for S&T Bank for ten years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement planning recommendations.

George Dukovich is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Raymond James Financial and its affiliates since 1999. Outside of advisory work, he owns and operates Dukovich & Associates Financial Services and provides tax services through Moneyline Tax Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports advisory programs with a focus on technology, cybersecurity, and municipal advisory services.

Alex Battista is a financial advisor with Cetera, holding the Series 66 designation and five years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2021 and previously held roles at First National Bank of Pennsylvania and FNB of PA from 2015 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

David Polachek is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he worked in education roles at Geneva College and the Ambridge School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers and offers ERISA fiduciary services through credentialed representatives.

Brandon Coppa is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Hefren Tillotson, RBC Capital Markets, LLC, and Equitable Advisors. Outside of his advisory role, Coppa serves as a board member and treasurer of the Clean and Sober Humans Association, a nonprofit organization. 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 variety of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

Chris Labrador is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he focuses on understanding his clients both financially and personally to assess their needs, risk tolerance, and future goals, aiming to assist them in achieving those objectives. His professional experience includes previous positions as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020, a Senior Financial Advisor and Team Leader at Huntington Investment Company from 2016 to 2017, and an Advisor Direct Financial Advisor at PNC Investments from 2013 to 2016. Outside of his professional work, Chris has interests in cars, family activities, movies, parenthood, photography, and traveling.

Mark Summers is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill Lynch and S&T Wealth Management. He is also employed as a financial advisor at Shorebridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal and public finance advisory work.

Suanne Schweinsberg is a Series 66-licensed financial advisor with Merrill in Upper Saint Clair, PA, bringing 22 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Inc. since 2003. Merrill, along 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 with model-based and discretionary investment strategies.

William Constantine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Cetera since 2014 and also has experience with the First National Bank of Pennsylvania. Outside of his advisory role, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Paul Linn is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including PNC Investments, Citizens Securities, and Valic Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes an ESG eligibility framework, and offers broader derivatives and commodities capabilities.

Benjamin Guffey is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, having worked at Equitable Advisors and its associated entities since 2025. Prior to his advisory role, he was involved with the Washington Wild Things and Shoot 360 in Pittsburgh. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm uses a combination of proprietary and third-party advisory models to tailor investment solutions based on client risk tolerance and goals.

Jake Nader is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and personal retirement planning. He works closely with individuals and families to understand their financial goals and provides tailored wealth planning strategies to help clients achieve meaningful financial outcomes. Jake and his team facilitate investment management, financial planning, and customized wealth strategies aligned with clients' priorities. Jake joined Merrill Lynch Wealth Management in 2025. Prior to this, he worked at an Elite Boutique Investment Bank and two Private Equity firms, focusing on investment procurement, financial due diligence, growth equity injections, and mergers and acquisitions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jake earned a Bachelor's degree in Finance and Economics from the University of Pittsburgh. Residing in Murrysville, Pennsylvania, Jake enjoys spending time with friends and family, as well as participating in activities such as basketball, chess, golfing, music, reading, running, scuba diving, skiing, and skydiving.

Simler Batcheler is a financial advisor with LPL Financial based in Aspinwall, PA, holding CFP® and ChFC® designations and over 40 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Trustmont Advisory Group and Trustmont Financial Group from 2012 to 2024, as well as at Osaic FS and Independent Advisers Group Corp. He also owns BAI TAX GROUP, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Jennifer Haggerty serves as a Private Wealth Advisor at Merrill Lynch Wealth Management. She is a founding member of the Duckworth Haggerty Group, a team she co-established in 2008 that now includes 17 professionals. Jennifer focuses on family wealth management strategies, legacy planning, and tax minimization, drawing from nearly 30 years of experience in the financial services industry. Prior to joining Merrill Lynch, Jennifer provided financial and tax advisory services at Ernst & Young and worked in the private trust department of a large commercial bank. She holds a Bachelor's degree in Economics from Indiana University of Pennsylvania and a Juris Doctorate from The Dickinson School of Law. Her professional designations include Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Jennifer is active with the Women's Leadership Council of the United Way of Southwestern Pennsylvania. She resides in the South Hills area of Pittsburgh with her husband, who is also a Financial Advisor at Merrill. They have five adult children and enjoy hiking, reading, spending time with family, and traveling.