Jacob Schmidt is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. He also has experience working at Bethany College and Elizabeth Forward Highschool. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

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.

Michael Champ is a CFP® professional with two years of experience, currently serving as an advisor at Raymond James & Associates. His background includes roles in education and municipal service at various institutions in Beaver, PA, along with his current position at Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

David Groetsch Jr. is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the board of the North Hills YMCA and is a board member of the Pennsylvania Basketball Coaches Association. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering financial planning and estate strategies supported by structured planning tools and research from its Global Investment Committee.

Mark Paschel is a Planning Consultant at Fidelity Investments, where he supports families in understanding their financial needs and goals while delivering dedicated service. He has been with Fidelity since 2023, initially serving as a Financial Representative, then as a Relationship Manager before assuming his current role in 2026. His experience at Fidelity Investments spans several positions, providing him with a comprehensive understanding of financial planning and client relationship management. Mark focuses on helping clients achieve their financial objectives through personalized strategies. Outside of work, Mark engages in activities such as spending time at the beach, participating in family activities, fitness, social events with friends, music, and traveling.

Matthew Blazewick is a Series 66 credentialed advisor with Robert W. Baird & Co. He has three years of industry experience, including prior roles at Hefren-Tillotson and work at the University of Pittsburgh and Connoquenessing Country Club. Baird’s DDK Group, where Blazewick is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and internal research support.

Allison O'Brien is a financial advisor with Robert Baird & Co. and holds the CFP® designation, along with Series 66 and Series 65 licenses. She has 18 years of industry experience, including roles at Hefren Tillotson Inc. and Robert Baird & Co. since 2022. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence, to support client advice.

Michael Kemper is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2015 and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options within an integrated advisory, brokerage, and custody platform.

Kelly Knight is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 2015, progressing through positions including Financial Representative I, Relationship Manager, and Financial Consultant I. Kelly works closely with her clients to understand their goals, preferences, and concerns to develop personalized financial plans. Her experience spans multiple roles within Fidelity, providing her with comprehensive knowledge of financial consulting and client relationship management. Kelly emphasizes partnership with clients to create plans that align with their priorities. Outside of her professional work, Kelly enjoys activities such as spending time at the beach, hiking, traveling, reading, and engaging in family activities. She also has an interest in pets.

David Polachek is a Series 66-licensed financial advisor with Equitable Advisors in Pittsburgh, PA. He joined Equitable Advisors in 2026 and has prior work experience at Geneva College and the Ambridge School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and brokerage model.

Kyle Klinek is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity since 2022, including Planning Consultant, Relationship Manager, Investment Solutions Representative II and I, and Customer Relationship Advocate. His experience spans client relationship management and investment solutions. Kyle holds an Arkansas Insurance License. He focuses on helping clients replace financial stress with clarity and confidence through education, personalized planning, and knowledge of financial markets. His approach emphasizes understanding clients' situations on a deeper level to add value to their lives. Outside of his professional work, Kyle enjoys fitness, attending social events with friends, visiting museums, music, outdoor adventures, and traveling.

Ryan Felice is an advisor at Fidelity Investments with Series 63 and 65 credentials and approximately one year of industry experience. His prior work history includes roles at Bill Few Associates, Inc., WesBanco, Inc., and various positions at The Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nicholas Streit is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at Facet Wealth, Zacks Investment Management, Avantax Investment Services, Morningstar Investment Services, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without implementation services. The firm emphasizes goal-based planning combined with managed-account options under a consolidated billing approach, focusing on ongoing reviews delivered through a network of financial advisors.

James Stager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, specializing in wealth management strategies and retirement planning. James works closely with high net worth individuals and business owners, focusing on helping them invest and preserve assets to achieve retirement and legacy goals. He holds a Bachelor of Arts degree in Economics with a minor in Anthropology from the College of William and Mary and earned an MBA with a concentration in strategic planning and finance from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. James has professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is active in his community and maintains involvement with his alma mater, serving on the College of William and Mary Reunion Committee. He is also engaged with several wildlife conservation organizations such as Ducks Unlimited and the Wild Sheep Foundation. In his personal time, he enjoys fishing, hunting, reading, traveling, and spending time with his family.

Jennefer Bartholomew is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Bank USA, UBS Financial Services, Bank of America N.A., and Merrill. Bartholomew serves as Secretary on the Board of Directors for Communities in Schools - Pittsburgh-Allegheny County and is Vice President of the Northland Public Library Foundation's Board of Directors. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, complemented by RBC’s capital markets capabilities.

Lacey York is a financial advisor at Stifel with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel since 2009. Outside of her advisory role, she serves as an endowment committee member for the Child Health Association of Sewickley, assisting with updating investment policy statements and evaluating endowment performance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Dichiazza is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2013. Dichiazza also serves as a board member and vice president of Medallion Wealth Management, an independent insurance agency, and holds board positions with Ameritas and Medallion Wealth Management, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Sonia Khanna is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. She previously worked at Thakar Financial LLC and Raymond James Financial Services, Inc. for six years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Jake Nader is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals and families to understand and realize their financial goals, focusing on family wealth management strategies, legacy planning, and personal retirement planning. Jake applies his expertise in wealth management, retirement planning, financial modeling, and portfolio construction to provide tailored financial solutions that aim to improve his clients' lives. Jake joined Merrill Lynch in 2025, bringing experience from his previous roles at an elite boutique investment bank and two private equity firms, where he specialized in investment procurement, financial due diligence, growth equity injections, and mergers and acquisitions. He holds a Bachelor's degree in Finance and Economics from the University of Pittsburgh College of Business Administration and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Residing in Murrysville, Pennsylvania, Jake enjoys spending time with family and pursuing activities such as golfing, skiing, marksmanship, weight training, basketball, chess, music, reading, running, scuba diving, and skydiving.

Frank Ruscetti II is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He previously worked for Harvest Financial Corporation for 19 years before joining LPL Financial in 2023. Outside of his advisory role, he is a licensed notary in Pittsburgh, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced technologies.