Kevin Rose is a financial advisor with LPL Financial based in Finleyville, PA. He holds CFP® certification and has 31 years of industry experience. His prior experience includes roles at Triad Advisors, Inc. and Tower Square Securities, Inc. In addition to his advisory work, he prepares tax returns and is a licensed notary in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by technology and a broad platform that includes advisory and non-advisory financial activities.

Robert Raposa is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Raposa owns and manages a retail store specializing in new and used Legos. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software, with implementation of recommendations conducted through separate arrangements.

Randy Morris is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on taking a holistic planning approach to understand his clients' vision for their assets and assists in developing customized financial plans that align with their risk profiles and lifestyles. He has been with Fidelity Investments since 2017, initially serving as a Financial Representative before transitioning to Investment Consultant and subsequently advancing to Vice President, Financial Consultant. Prior to his tenure at Fidelity, Randy worked as an Internal Wholesaler at Absolute Capital Management from 2015 to 2016.

Giovanni Giambanco is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. He has been with Equitable Advisors since 2022 and has prior experience that includes roles at Clarion University and Weis Markets. Outside of his financial advisory work, he is active as a self-employed sales vendor on multiple online marketplaces including eBay, Facebook Marketplace, Mercari, and Depop. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to match clients to advisory program models or discretionary managers, utilizing both proprietary and third-party solutions.

Lance Cunningham is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of advising, he is co-owner of an oil and gas leasing business, owner of a tax preparation firm, and serves as an elder on the board of Unity Presbyterian Church. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christine Dobis is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at BNY Mellon and S&T Bank and has a background that includes ownership interests in a sales consulting firm and a family investment holding company. 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 a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elliot Kistler is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with DSF Wealth Management Group, Voya Financial Advisors, and Cetera Wealth Services, among others. He is also involved as a financial professional with DSF Wealth Management Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

Jeremy Floberg is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2002. Outside of his advisory role, he serves as a raft guide for River Riders, a for-profit corporation. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Fletcher is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Kestler Financial Group. Fletcher also operates 6'6 Financial, a financial services firm through which he prospects for new clients and potentially offers insurance sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with both brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.

Kevin Murphy is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, he worked at Petsmart for sixteen years. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services through a variety of program strategies and extensive manager selection overseen by the firm’s CIO and platform.

Matthew Prepelka is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes 12 years at UBS Financial Services Inc. Outside of his advisory role, he owns Two Brothers Holdings (Bucks and Bos Archery Shop) and Big Bow Outdoor Productions, a media production company, and serves on the board of Outdoor Immersion, a charitable organization managing a race event. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Lattimore is a Private Wealth Advisor with Merrill Private Wealth Management. He has over 15 years of experience, including five years in real estate finance prior to joining Merrill Lynch Wealth Management in 2008. He specializes in offering financial guidance, education, and wealth management strategies to families and individuals addressing financial challenges. Chris holds a bachelor's degree in mathematics and economics from the University of California, Santa Barbara, and completed an accredited certificate program at the London School of Economics and Political Science. He holds the CERTIFIED FINANCIAL PLANNER® certification and also serves as an adjunct faculty member teaching financial planning at Duquesne University. He was named to Forbes' list of "America's Top Next-Generation Wealth Advisors" in 2018 and their "Best-in-State Next-Generation Wealth Advisors" list in 2019. Chris lives in Allison Park with his wife and four daughters, and his personal interests include reading, running, and spending time with his family.

Jonathan Mack is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and First National Bank of Pennsylvania. He serves as a board member of the South Side Chamber of Commerce, a community organization focused on supporting business development in Pittsburgh’s South Side neighborhood. 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 strategies for a variety of individual and institutional investors.

Jesse Best is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cetera in Oakmont, PA. His prior roles include positions at The Huntington Investment Company, Avantax, PNC Investments, and Ameriprise Financial. Outside his advisory work, he serves as a board member for the Oakmont Boulevard Project, a city improvement initiative focused on local safety and holiday decorations. Cetera Investment Advisers LLC provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse program structures.

Xane Stock is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Xane worked at Cambridge Investment Research, Inc. and SagePoint Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a process that combines fundamental research with quantitative analysis and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Kevin Gang is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the Maggio Group in 2023, bringing extensive experience from his long-standing career in the financial industry. Since beginning his career in 1998, Kevin has worked with firms such as J.P. Morgan, AllianceBernstein, Federated Hermes, and most recently served as Senior Vice President at Strive Asset Management. He holds a bachelor's degree in Economics from Allegheny College and is a Certified Investment Management Analyst (CIMA) as well as a Personal Investment Advisor (PIA). Kevin lives in Peters Township with his wife Jamie and their five children. Outside of work, he spends time with his family, participates in church activities, enjoys reading, and watching college football.

Paul Contos Jr. is a CFP®-credentialed advisor with 26 years of industry experience, currently with LPL Financial since 2023. Prior to joining LPL, he spent 19 years at Citizens Investment Services Corp. Based in Pittsburgh, PA, he is involved in providing fixed annuities and personal and business insurance in addition to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a broad range of strategic and tactical investment options.

Jarrod Frazier Jr. is a financial advisor with J.P. Morgan Securities based in Monroeville, PA, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously at Citizens Securities, Inc. and Citizens Bank from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through wealth advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative screening with qualitative research and uses forward-looking capital market assumptions, offering access to derivative and commodities capabilities through affiliated entities.

Lawrence Barber Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1997 and offers expertise in areas including endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, special needs planning strategies, women and wealth, and sports and entertainment. He attended the University of Vermont, though no degree was conferred, and holds professional designations as a Chartered Financial Consultant (ChFC) and a Personal Investment Advisor (PIA). Lawrence has been involved in the startup and growth of businesses in alternate energy, outdoor sports equipment, and natural foods. Lawrence serves on the boards of the Catamount Trail Association and the Vermont Businesses for Social Responsibility. He is also affiliated with the Union of Concerned Scientists and the Vermont Hang gliding and Paragliding Association. He lives in Charlotte, Vermont, and participates in adventure sports including backcountry skiing, hiking, biking, boating, rock climbing, and traveling.

Timothy Madar is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in fiduciary activities related to revocable trusts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers, financial planning, and affiliated trust and insurance services.