Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.

Anthony Gaslevich III is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2003. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Samantha Hirkala is a Series 66-licensed advisor at Robert Baird & Co. with four years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology tools.

Brian Paluso is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and previously worked at FSC Securities Corporation, Chartwell Investment Partners, Chartwell TSC Securities Corp., and TriState Capital Bank. In addition to his advisory role, he operates a business called Nursing Your Nest Egg. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various investment strategies.

Howard Mcelfresh is a CFA® charterholder with 22 years of industry experience. He is currently with Ameriprise Financial Services, where he has worked since 2026. His prior experience includes roles at Huntington Bank, TD Ameritrade, Edward Jones, New York Life Insurance, and Fifth Third Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service providing written Recommendation Reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s investment approach incorporates proprietary research, third-party data, and algorithmic tools within a defined investment ecosystem.

John Boffelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in developing, communicating, and executing tailored financial strategies for clients. He manages complex fiduciary, agency, and individual retirement accounts and collaborates with teams in wealth management, banking services, and trust services to support clients in achieving their financial goals. His client focus areas include family wealth management strategies, investment consulting for defined contribution plans, liquidity management, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John began his career as a Financial Advisor with Lincoln Financial Group and served as a Senior Portfolio Manager with PNC Wealth Management for 19 years before joining Merrill Lynch in 2016. He holds a Bachelor of Arts degree in History and Economics from the University of Pittsburgh and has earned the Personal Investment Advisor (PIA) designation. Beyond his professional role, John is an active member of the North Hills community and participates in various groups and affiliations. He is also a parishioner at Our Lady of Carmel in Ross Township.

John O’Donnell is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients’ individual financial goals. John provides support in areas such as college education planning, legacy planning, retirement income, portfolio management, and small business strategies, as well as investment consulting for defined contribution plans. With nearly five years of experience in the financial industry, John works closely with clients to develop financial plans focused on asset growth, income protection, and tax-efficient wealth transition. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. In addition to his professional work, John participates in community service, reflecting Merrill’s tradition of community involvement. His personal interests include hiking, attending sporting events, listening to music, golfing, basketball, cooking, football, soccer, swimming, reading, and spending time with his family.

Max Simone is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, he worked at Northern Trust and BNY Mellon. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Lewis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2005 with The Larsen Group as a Client Associate before advancing to an Investment Associate. In 2007, Eric became a Financial Advisor and has since played a key role in developing and maintaining client relationships. He utilizes his knowledge of resources available through Merrill and Bank of America, including credit and lending services, to support his clients' financial needs. Eric’s expertise includes discretionary portfolio management, investment strategies, and assisting business executives and entrepreneurs with 401(k) plan offerings and employee education. His client focus areas span college education planning, divorce transition planning, equity compensation services, institutional investment consulting, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Eric holds several professional designations, including the Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). He earned his bachelor’s degree in Finance from Slippery Rock University in Pennsylvania. Outside of his professional work, Eric lives in Prospect, Pennsylvania with his wife and two children. He enjoys a range of personal interests such as biking, cooking, football, golfing, hiking, music, scuba diving, skiing, surfing, and volleyball.

Linda Eastberg is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 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, institutional clients, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to each client's risk profile using both in-house and third-party managers.

James Piotrowski is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities since 1992. In addition to his advisory role, he is involved with Liberty Mutual as an advisor for property and casualty insurance and as a non-variable insurance agent. LPL Enterprise serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Christina Martin Fuselier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 1992. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through affiliated companies.

Kevin Krul is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RBC Capital Markets in 2022, he spent 22 years at Hefren Tillotson, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers, and provides services such as portfolio management, financial planning, custody, and brokerage.

Curt Coulter is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a board member of Boars Room LLC, a restaurant and bar in Covington, Kentucky, and is a trustee for a family trust. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Jessica Bovo is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Clearing Services, Equitable Advisors, and Axa Advisors. Outside of her advisory role, she is employed part-time as a bartender. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Stephen Vivis is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at Somerset Trust Company and various positions in education and retail. He also has experience working in small business operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Isaiah Jackson is a financial advisor at Merrill with five years of industry experience. He holds the Series 65 and Series 63 licenses. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and NYLife Securities LLC, among others. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerel Patch is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built a career since 1989. He serves as a founding member of The JB Group, advising a select group of affluent client families nationwide, including senior executives, business owners, and landowners across various industries. He emphasizes a boutique level of personalized wealth management, leveraging his deep expertise to align the efforts of clients' CPAs, attorneys, and firm specialists in addressing complex, multi-generational financial challenges such as wealth transfer, legacy planning, and philanthropic strategies. Jerel holds multiple professional designations, including Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®), Chartered Retirement Plans Specialist (CRPS™), and Certified Plan Fiduciary Advisor (CPFA®), among others awarded by recognized industry organizations. His educational background includes a Bachelor's degree in International Political Economy from Colorado College and an MBA in Finance and Accounting from the University of Chicago Booth School of Business. Committed to community involvement, Jerel founded a group within his office to facilitate colleague participation in charitable organizations focused on hospice care, cancer, mental healthcare, and dyslexia. He and his wife Rachel, a retired oncology nurse and hospice volunteer, live in Denver where they engage in outdoor activities such as golfing, hiking, skiing, and fly fishing.

Matthew Smith is a financial advisor with Fidelity Investments in Covington, KY. He holds the Series 66 designation and has been with Fidelity since 2025. Prior to his current role, his background includes positions in various industries such as technology, construction, and retail sales. Outside of finance, he works part-time as a restaurant employee during the NFL season. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Olivia Goodwill is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL in 2025, she worked at J.P. Morgan Securities and Equitable Advisors among other firms. Outside of her advisory work, she has involvement with Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.