Stephanie Ferry is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she focuses on ensuring clients feel confident and comfortable with their overall financial plans. She aims to support clients in achieving their financial objectives through building trusted relationships centered on their unique values and preferences. Stephanie has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans multiple aspects of wealth management and client relationship management. Outside of her professional work, Stephanie's personal interests include beach activities, concerts, family activities, fitness, parenthood, and spending time with pets.

Christopher Graham is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding a Series 66 designation and bringing seven years of industry experience. He has worked at RBC Capital Markets since 2017 and previously held roles at PNC Bank from 2014 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

Melanie Arner is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance from 2013 to 2018, and at Donner-Farber & Associates, Inc. from 2013 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management options and access to research and model portfolios.

Tyler Petley is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank in roles including AML compliance and investment advisory. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Timothy Cummings is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Mass Mutual and its affiliated life insurance company since 2015. Outside of advising, he is involved in the sales and service of fixed life, annuity, accident, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.

Ashley Pogel is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. Outside of her advisory role, she owns Ashley Pogel Photography, an LLC based in Pennsylvania. Additionally, she is a silent partner in an LLC that owns The Goddard School in Pittsburgh. 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 range of clients including individuals, high-net-worth clients, and charitable organizations.

Charles Ferguson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to understand their financial goals and collaborates with them to develop tailored plans aimed at achieving those objectives. Prior to his current position, Charles served as a Financial Representative at Fidelity Investments from 2023 to 2025 and as a Financial Services Representative in 2023. He began his career as a Student Intern at Legend Financial Advisors LLC from 2018 to 2020. Throughout his career, Charles has focused on building strong, durable relationships with clients, emphasizing trust and availability as key components of his professional approach. His experience spans various aspects of financial planning and client service within the financial industry. Outside of his professional life, Charles has interests in comedy, football, social events with friends, golf, movies, and music.

William Gullborg is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His previous roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is involved in several nonprofit insurance-related organizations, including the Greater Beneficial Union and the National Slovak Society. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients such as individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting with access to model portfolios, third-party research, and technology-driven portfolio management solutions.

Jennifer Yocca is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and DB Root & Co. She is based in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kassandra Krason is a financial advisor with Ameriprise in Verona, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Merrill and involvement in the performing arts education sector. She has worked with Siri's School of the Performing Arts and The Performing Arts Academy with Darin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vincent Kianese is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior work includes roles at PNC Investments and a decade running A&L Cleaning. Outside of finance, he hosts a YouTube podcast focused on cooking recipes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kelsey Jah is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities LLC for ten years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

John Quinlan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab in Mt. Lebanon, PA. His prior experience includes positions at TIAA-CREF and Tiaa from 2013 to 2017. Outside of advising, he co-owns rental properties near Penn State University that have been professionally managed for over two decades. 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 discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

James Knause is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 49 years of industry experience. His prior work includes 31 years at Cadaret, Grant & Co., Inc., and over four decades with Arthur/Kent Inc. He is also involved in bookkeeping activities related to his investment business in Carnegie, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Michael Allen is a financial advisor with Wells Fargo Advisors in Pittsburg, PA. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Allen was associated with Commonwealth Financial Network and Laurel Financial Group, where he was also a co-owner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, offering clients access to various advisory and brokerage programs.

Joy Marshall is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to assist clients in evaluating their financial situations and identifying opportunities to better align their plans with their goals. She has been in this role since 2025. Prior to her current position, Joy worked as a Relationship Manager at Fidelity Investments in 2024. Before joining Fidelity, she gained experience as a Client Solutions Specialist at PNC Investments from 2022 to 2024 and began her career as a Personal Banker at PNC Bank from 2021 to 2022. Outside of her professional work, Joy has interests in art, badminton, painting, pets, swimming, and traveling.

Joseph Grunwald is a CFP® professional with 27 years of industry experience, currently serving at Robert Baird & Co. since 2022. He has also worked at Hefren Tillotson, Inc. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools to deliver advisory services.

Zachary Bach is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2010 and with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its comprehensive investment approach.

Mary Goodman is a financial advisor with Ameriprise who holds the Series 66 designation and has 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she serves as treasurer on several nonprofit boards, including Mission Circle Union Baptist Church and the Blacksville Cemetery Association. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Emmett Licastri is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the non-investment-related Diplomat Wrestling Club, Inc. Equitable Advisors serves a broad range of individual and institutional clients, providing financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.