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.

Emmett Licastri is a financial advisor at Equitable Advisors with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the Diplomat Wrestling Club, Inc., a non-investment-related community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm’s advisory approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Patricia Bojarski is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1996. 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 both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Jason Roney is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2004, following a tenure at Axa Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party asset managers and advisory platforms.

Alena Ilyushyna is a Financial Advisor at Merrill Lynch Wealth Management, joining Merrill Wealth Management in 2024 after over 10 years of experience working with professional practice clients, nonprofit organizations, and high net worth families. She helps clients navigate various investment products and portfolio strategies tailored to their life stages and financial goals. Alena specializes in guiding clients through investment opportunities in innovative market sectors such as generative AI, internet-of-things, cloud-based computing, and electric vehicles, drawing on her experience in the IT sector. As a Chartered Financial Analyst (CFA) charterholder and Chartered Alternative Investment Analyst (CAIA), Alena emphasizes strong portfolio performance balanced with market risk management. She advises on investment allocations appropriate for current market conditions, which may include individual stocks and bonds or custom portfolios, and provides access to Merrill's market insights along with banking and lending solutions through Bank of America. Alena holds a Bachelor's and a Master's degree from Belarus State Economic University and is a member of Mensa International. Beyond her professional role, Alena is involved in community and cultural organizations, having served multiple terms on the Lubbock Symphony Board of Directors and currently serving on the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. She supports environmental causes, animal welfare, the arts, and participates in Dress for Success. Her personal interests include drawing, sketching, gardening, hiking, music, painting, and traveling.

Scott Swinchock is a financial advisor with LPL Financial in Cannonsburg, PA, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Appalachia Energy Partners Inc and Waddell & Reed, Inc. He is also involved in entrepreneurial ventures related to investment and insurance through SBSwin LLC and other affiliated businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, supported by research and technology-driven portfolio management options.

Steven Trinkala is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm uses structured financial planning tools and delivers services through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Laura Gleghorn is a Series 66-licensed financial advisor with Merrill in Sewickley, PA, where she has worked since 2003. She has 24 years of industry experience. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Dobich is a financial advisor with Equitable Advisors in Canonsburg, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors, Seventy2 Capital Wealth Management, and the University of Maryland. Outside of finance, he was involved with Danny West Painting and Remodeling LLC for three years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of proprietary and third-party advisory models and investment vehicles.

Hiede Broccoli is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and bringing 23 years of industry experience. Their career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to their current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm utilizes proprietary research and planning tools to develop recommendations, with clients deciding on implementation through various brokerage or advisory programs.

John Poppert is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he has worked as an independent contractor in graphic design. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Tyler Hertwig is a financial advisor with UBS Financial Services in Canonsburg, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at First National Bank and has experience outside finance, including a role at New Trail Brewing and as a faculty member at Point Park University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Domenico Sciulli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at PNC Investments, PNC Bank, Citizens Securities, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG processes.

Eric N. Dunn is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the president of the Greencroft Condominium Association board and coaches a fitness program with Beachbody. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Nils Nolan is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 credential and 11 years of industry experience. He has previously worked at Sagepoint Financial, ILG Private Wealth, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Nolan is involved with V&G Capital LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.