Jeffrey Schmitt is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes eight years at UBS Financial Services and his current roles at City National Bank and RBC Capital Markets, both since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with discretionary and non-discretionary management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Allan Telech is a financial advisor with LPL Financial in Bethel Park, PA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes roles at Waddell & Reed, INC., various insurance carriers, and ATA Associates over a 21-year period before joining LPL Financial in 2021. Outside of his advisory role, Allan works seasonally as a contract employee providing accounting and tax services. 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 services including financial planning, wrap and model portfolio programs, and access to third-party asset management, supported by a broad network of investment adviser representatives.

Bo Edvardsson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Lincoln Financial Advisors, MSI Financial Services, Inc., and New England Securities. In addition to his advisory role, he is involved in non-variable insurance relationships. 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.

Kimberly Henry is a Series 65 credentialed financial advisor with Cambridge Investment Research Advisors, based in Pittsburgh, PA. She has over 30 years of experience in the financial services industry, including 22 years at The Bank of New York Mellon and seven years at Northwest Bank. She joined Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Natalie Taylor is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Her prior roles include positions at PNC Wealth Management and BNY Mellon Wealth Management. She serves on the boards of several nonprofits, including Shadyside Academy, the Shadyside Hospital Foundation, Achieva Family Trust, and the Pittsburgh Glass Center, participating in their finance and investment committees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s non-discretionary advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Allen Zeolla is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and has operated his own firm, AZ Financial, since 1998. Outside of advising, Zeolla is involved in tax return preparation through his business, Tax Services Plus, and co-owns an LLC engaged in billboard management. OSAIC serves a wide range of clients, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through multiple programs with a focus on model-based asset allocation, portfolio optimization, and a diverse suite of managed account offerings.

Joseph Nichol is a Series 66-registered advisor with J.P. Morgan Securities in Pittsburgh, PA, beginning his industry career in 2026. His prior experience includes roles at JPMorgan Chase Bank and Seven Oaks Country Club, as well as attendance at Duquesne University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research supported by a centralized manager solutions team.

James Young II is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has held various roles outside of finance, including co-owning a fitness business and leading sales for an ATM service company. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Silviya Stoimenova is a financial advisor with RBC Capital Markets in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. Outside of her advisory role, she works as an independent contractor providing translation services for two companies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Josephine Mastilak is a CFP®-certified financial advisor with 43 years of industry experience. She currently works at Stifel and previously held roles at Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses intended to support client decision-making.

Martin Mancuso is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 55 years of industry experience. His career includes roles at Cambridge Investment Research, Raymond James Financial Services, and FSC Securities Corporation. He is also involved with Mancuso Enterprises, L.P., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers customized financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools for research and operations.

Peter Seppi is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Samuel Colaprete is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held positions at several firms including #1 Cochran and Glenna & Co, and has a background spanning roles in various industries along with academic experience at Duquesne University. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party managers.

Carl Marshalwitz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 26 years of experience in providing financial advice to businesses and individuals. He has been with Merrill for 22 years, focusing on managing and preserving wealth through comprehensive, solution-focused strategies tailored to his clients' needs. His areas of expertise include liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Carl holds a Bachelor's Degree from Strayer University and a High School Diploma from Pine Richland. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Gibsonia, he resides there with his wife of 22 years and their two sons. Carl is a veteran of the U.S. Army, having participated in the Grenada invasion of 1985. He follows the Merrill tradition of community involvement and is a member of professional organizations such as the Independent Order of Oddfellows and the North Hills Masonic Lodge. His personal interests include baseball, boating, fishing, golfing, and spending time with his family.

Richard Costa is a CFP® professional with 27 years of experience in the financial services industry. He is currently with RBC Capital Markets and City National Bank, having previously worked at UBS Financial Services, Citigroup Global Markets, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Joyce Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has worked at Cetera Investment Services and Cetera Investment Advisors LLC since 2019 and previously spent 14 years with PNC Investments. Outside of her advisory role, she serves as Treasurer for the Kiski Area Cross Country Boosters and holds a Director of Sales and Service position at First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports discretionary and non-discretionary account management across various program structures.

Brandon Ledoux is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. His work history includes positions at First National Bank of Pennsylvania and Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, 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 multiple program structures and manager options across discretionary and non-discretionary accounts.

Braydon May is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Ascent Financial and UPMC, as well as positions outside the financial sector at Door Dash and in academia at the Indiana University of Pennsylvania and the University of Tampa. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and investment options.

Andrew Aufderheide is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Hefren-Tillotson Inc. from 2008 to 2022. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of manager-traded and model-traded strategies supported by internal research and technology.

William Mulvaney Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning and offers both direct client services and corporate financial planning agreements.