Samuel Ginsberg is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at Boenning & Scattergood Inc for 14 years before joining LPL Financial in 2023. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christine Mulkerrin is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds Series 66 and Series 65 licenses and has been with UBS since 2003. 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 leverages proprietary research and model-based asset allocations in delivering advice.

Chad Irving is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has dedicated his entire professional career since 1997. He has held multiple roles within the firm, including Premier Wealth Planner and leadership positions in Philadelphia, Pittsburgh, and Atlanta. Since returning to Pittsburgh in 2013, Chad provides customized wealth management strategies tailored to his clients' needs. Chad holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Exit Planning Advisor (CEPA®). He earned a Bachelor's Degree from Pennsylvania State University. His expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and values-based investing. In addition to his professional work, Chad is involved with the Western Pennsylvania chapter of the Cystic Fibrosis Foundation. His personal interests include cooking, golfing, spending time with his family, and traveling.

Kevin Day is a CFA® charterholder with 13 years of experience in the financial industry. He has worked at Cetera since 2018 and previously held roles at Federated Investors and First National Bank of Pennsylvania. In addition to his advisory role, he serves as Market Executive for FNB Wealth Management, overseeing sales and service functions at First National Trust Company. Cetera Investment Advisers LLC is a national investment advisory firm that serves individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management, retirement, and consulting services through a multi-manager platform with flexible program options and over $256 billion in assets under management.

Daniel Gray is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Money Concepts Capital Corp, and Bombardier. Outside of advisory services, he also provides tax analysis and preparation as a sole proprietor. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with various portfolio management options and is notable for its large scale, extensive affiliate network, and recent consolidation activities.

Colleen Neuendorffer is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Fuller & Co, and Hefren-Tillotson. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

John Zalewski Jr. is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at BNY Mellon for ten years. 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. The firm offers model-based and discretionary strategies designed by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Marcel Brown is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity and Wells Fargo, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking capital market approach.

Corey Di Pietro is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at Citizens Bank and Citizens Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research with forward-looking capital market assumptions.

Karac Davis is a financial advisor with Edward Jones in Irwin, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to this, he worked at Chatham University and Shady Side Academy and has experience running KD Hockey LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.

Wesley Nicholson is a CFP®-certified financial advisor with 43 years of industry experience, currently associated with Wells Fargo Advisors. He previously worked at Laurel Financial Group and Commonwealth Financial Network, where he spent over three decades. Nicholson is also a co-owner of Laurel Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product offerings and uses proprietary research and tools to develop tailored client recommendations.

Nathan Paschel is Vice President, Wealth Planner at Fidelity Investments, where he works with high-net-worth families to provide organization, accountability, education, and partnership around their financial goals. He holds the CERTIFIED FINANCIAL PLANNER designation and brings knowledge that includes an in-depth understanding of financial markets as well as holistic financial planning. His professional experience includes roles at Fidelity Investments since 2019, previously serving as a Financial Consultant before his current position. Prior to that, he worked as an Associate in Fixed Income at JP Morgan Investment Management from 2017 to 2019, a Senior Financial Consultant at TD Ameritrade from 2015 to 2017, and a Retirement Plan Consultant at ADP Broker-Dealer from 2013 to 2015. Nathan holds a California Insurance License. Outside of his professional work, Nathan enjoys camping, golf, hiking, parenthood, and traveling.

Anton Plantz serves as an Associate Resident Director at Merrill, where he began his career in 2007. He specializes in wealth management with a focus on closely-held businesses, assisting owners with critical financial decisions throughout the phases of their business lifecycle. His expertise includes cash management, retirement strategies and funding, and business monetization such as strategic sales or transfers. Anton earned a bachelor's degree in economics from Allegheny College in Meadville, Pennsylvania. He holds multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Anton enjoys golfing and skeet shooting. He resides in the Warrendale area with his wife, Katelyn, and their three children.

Shawn Helman is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Cetera and has held senior roles at C.B. Tracy & Associates, Inc., including CEO and Senior Executive. Outside of advisory work, he is a partner in a commercial real estate venture and sells life, health, and disability insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Christian Vadas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and has prior experience at Lithia Motors, Ken Ganley Toyota, Fitness International DBA L.A. Fitness, and American Pool. 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katrina Saylor is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2017 and previously worked at PNC Investments. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Martin is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Royal Alliance Associates for five years and The Monteverde Group for 21 years, a firm he has maintained involvement with alongside his current role. 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 financial planning, wrap and model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, with a broad range of investment options and operational support tools.

Lucas Boyd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at PNC Private Bank for three years and BNY Mellon for seven years. Based in Pittsburgh, PA, Boyd joined Merrill in 2025. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tory Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked in various engineering and construction positions and is involved as a volunteer ski patrol member at Seven Springs Mountain Resort. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions according to client risk tolerance and needs.

Jason Fowkes is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at PNC Investments for nine years and held positions at Citizens Bank, Citizens Securities, and Fifth Third Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.