John Quinlan is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2017, following two years as a full-time student. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Maeve Murray is a financial advisor with Morgan Stanley in Pittsburgh, PA. She holds Series 65 and Series 63 licenses and has been in the industry since 2023. Her background includes roles at Principal Securities Inc, Principal Life Insurance Company, and experience in nonprofit and hospitality sectors, including GirlsUp INC and Queen Bee Restaurant Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Lisa Lucas is a financial advisor at UBS Financial Services with 24 years of industry experience. She has worked at UBS since 2016 and previously spent seven years at Morgan Stanley, including two years at Morgan Stanley & Co. LLC, as well as three years at PNC Wealth Management. She holds Series 63 and Series 65 licenses. 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 client plans.

Nicholas Bailey is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Wealth Management and PNC Investments for over a decade. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and TAMPs for many advisory models and provides ERISA fiduciary services to qualified plans.

Timothy Kunkle is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Cambridge since 2014, also working at Duncan Financial Planning Advisors since 2026. He serves on the advisory board of BC3@Cranberry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using various platforms and proprietary as well as third-party strategies.

Stephen Wolff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and PNC Wealth Management. Outside of his advisory work, he is involved with SAE Wealth Management LLC, a business entity for tax and investment purposes not related to investment advisory. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Perry Ninness is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2015, with a two-year tenure at Bank of New York Mellon in between. He also has been affiliated with the University of Pittsburgh for ten years. Perry previously held a real estate sales license with Keller Williams Realty but is no longer active in that capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets functions.

Vincent Strangio is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at PNC Private Bank for eight years before joining Merrill in 2024. Outside of finance, he receives royalties from the use of his photographs. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Michael Foster is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 credentials and 14 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked for The Bank of New York Mellon Corp for 16 years. Outside of his advisory role, he co-manages a private investment partnership with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Domenic Mangieri is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ian Mayhaus is a financial advisor with Edward Jones in Pittsburgh, PA, holding CFP®, ChFC®, and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

William Howley V is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Equitable Advisors since 2018, following a prior role at AXA Advisors, LLC, and work in packaging and academia at Babcor Packaging and Penn State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Alec Lacinski is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Kyle Wagner is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at Merrill since 2022 and previously worked at Bank of America, Luttner Financial Group, and KeyBank. 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 plans, corporations, and charitable organizations.

Donald Edmunds is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mariner Wealth Advisors and Wilshire Associates. His background also includes experience with the US Postal Service and Air Star Trans & Limousine Service Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Michael Wiedt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Janney Montgomery Scott for 12 years before joining Cambridge Investment Research in 2017. Wiedt is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Gerald Barkley is a financial advisor at RBC Capital Markets with 25 years of industry experience. He has held positions at Janney Montgomery Scott and has been with RBC Capital Markets since 2017. Barkley holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers.

Darren Morningstar is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been associated with Morgan Stanley and its related entities since 2009. Outside of his advisory role, Morningstar is involved in organizing sports memorabilia and autograph shows as a former professional athlete. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that utilizes firm-approved tools and market simulations.

Steven Russo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 16 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms with a combination of technology and diversified investment strategies.

Madison Mortimer is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining RBC, Madison worked at Fidelity Investments, Bank of America, Merrill, and Jackson National Life Distributors. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.