Bryson Edmonds is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing, written recommendations focused on income sources and tax-aware withdrawal strategies.

David Jancisin is a financial advisor at Merrill with 49 years of industry experience. He has held positions at Merrill since 1977 and Bank of America, N.A. since 2009. He holds Series 63 and Series 66 licenses and is based in Pittsburgh, PA. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 constructed by internal and third-party managers.

Calvin Moore II is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of New York and the Federal Home Loan Bank of Pittsburgh. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.

Tyson Sears is a CFP® professional with six years of industry experience, currently serving at MassMutual Investors Services. He previously worked at Northwestern Mutual in various capacities over five years and has a background that includes roles in marketing and land management. Sears is also licensed as an insurance agent, focusing on life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers event-driven planning programs such as estate settlement and divorce planning.

Bruce Georgi Jr. is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Janney Montgomery Scott for 12 years before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing a mix of internal and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Scot Love is a CFP® with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Pittsburgh, PA. Outside of his advisory role, he is involved in residential rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Amy Newcamp is a Series 66-licensed financial advisor with Merrill in Pittsburgh, PA, with 14 years of industry experience. She has been with Merrill since 2001, totaling 25 years in her professional career. 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 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.

Brian Bohn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2014 and has been part of the financial services industry since 2011. Brian serves as the managing partner of the Bohn, Brinker, Floberg Group, providing wealth management services tailored to individual client needs across complex market cycles. Brian's professional expertise includes corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Private Wealth Advisor® (CPWA®) designation sponsored by the Investments & Wealth Institute™. Additionally, Brian holds designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Robert Morris University. Brian is involved in community organizations including Magee Women's Hospital, the Robert Morris University Men's Lacrosse Program, and the Theodore Roosevelt Conservation Partnership. His personal interests include football, golfing, hunting, and spending time with his family.

Nicholas Theis is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and previously worked at Baird and Jimcor Agencies. Outside of his advisory role, he was involved with Theis Media and held teaching positions at Penn State University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including high-net-worth individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors.

Benjamin Montgomery is a CFP® with 18 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 17 years at Hefren Tillotson, Inc. He holds a Series 66 license and is based in Pittsburgh - South Hills, PA. Montgomery is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded SMA strategies along with internal research and technology to support client advice.

Oliver Oxenreiter is a financial advisor at J.P. Morgan Securities based in Pittsburgh, PA, with five years of industry experience. He holds a Series 66 designation and has previously worked at PNC and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within its recommendations.

Maria Bowers is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 17 years. In addition to her advisory work, she is a commissioned notary in Pittsburgh, Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jake Gleba is a Financial Consultant at Fidelity Investments, where he assists clients in developing customized holistic financial plans by exploring and understanding their personal financial goals and unique situations. He has been with Fidelity Investments since 2022, progressing through several roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Investment Consultant since 2025. Throughout his tenure at Fidelity, Jake has gained experience in various aspects of financial planning and investment consulting. His approach focuses on personalized financial strategies tailored to individual client needs. Outside of his professional work, Jake's interests include beach activities, boating, fitness, football, golf, and skiing.

Mark Silvester is a financial advisor with Cetera Investment Advisors LLC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Oppenheimer and Citizens Bank of PA. Outside of his advisory role, he serves as Vice President of the Board for the Morningside Area Community Council, a nonprofit involved in planning community events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Graham Versaw is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he works with families to assist them in making informed decisions about their finances through personal relationships and ongoing financial planning. Prior to this, he held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2025 and Investment Consultant from 2023 to 2024. Graham's professional experience also includes working as a Financial Planner at Range Finance, Inc from 2022 to 2023, Advisor Consultant at Federated Hermes, Inc from 2018 to 2022, and Financial Advisor Associate (Internship) at UBS Financial Services, Inc from 2015 to 2016. His career reflects a consistent focus on financial planning and advisory services. Outside of his professional work, Graham enjoys cooking and baking, fitness, golf, reading, traveling, and volunteering.

Jonathan Dieckmann is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank for seven years before joining Stifel Nicolaus & Co Inc. in 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Benjamin Gongaware is a financial advisor at UBS Financial Services with six years of industry experience. He has been with UBS since 2018 and previously worked at MACRO Clinical Research at the University of Pittsburgh. He teaches a six-week course on general financial information to senior citizens through the Osher Lifelong Learning Institute at Carnegie Mellon University. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Chris Deandrea is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Global Retirement Partners, LPL Financial, Henderson Brothers Retirement Services, and PNC Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Paul Feldman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and its affiliate entities since 2016. Feldman is also licensed as an insurance agent, offering life, health, disability, annuities, and long-term care insurance in addition to his advisory role. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, including model portfolios, third-party managers, and custom strategies.

John Kiger is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Keybank and Key Investment Services, LLC. Outside of his advisory work, he is the owner of Tiger Cards, a business that buys and sells sports cards and memorabilia through online platforms. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, 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 a multi-manager platform with various program structures and custodial relationships.