Carmella Stamm is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 certifications and eight years of industry experience. Her prior work includes roles at Lincoln Financial Securities Corporation and Ensphere College Planning Services. Outside of advising, she is also licensed as an insurance agent and broker specializing in life, disability, fixed annuities, and long-term care products, and serves as a partner managing payroll for an administrative business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing software tools to analyze client goals and provide collaborative, annual planning engagements.

Herman Dieckmann is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Stifel since 2022. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2022. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Jeffrey Tito is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial strategies aligned with their goals and objectives. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before his current position. Throughout his tenure at Fidelity Investments, Jeffrey has gained experience across various aspects of financial planning and investment consulting. He focuses on creating tailored financial strategies to meet individual client needs. Additional information regarding Jeffrey's education, credentials, personal interests, or community involvement has not been provided.

David Rich is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Ameriprise since 2009 and previously spent three years at Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryson Edmonds is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing, written recommendations focused on income sources and tax-aware withdrawal strategies.

David Jancisin is a financial advisor at Merrill with 49 years of industry experience. He has held positions at Merrill since 1977 and Bank of America, N.A. since 2009. He holds Series 63 and Series 66 licenses and is based in Pittsburgh, PA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party managers.

Calvin Moore II is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of New York and the Federal Home Loan Bank of Pittsburgh. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.

Tyson Sears is a CFP® professional with six years of industry experience, currently serving at MassMutual Investors Services. He previously worked at Northwestern Mutual in various capacities over five years and has a background that includes roles in marketing and land management. Sears is also licensed as an insurance agent, focusing on life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers event-driven planning programs such as estate settlement and divorce planning.

Deepak Kotwal is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Sagepoint Financial, Inc. and Mon Valley Pathology Associates, where he served as office manager for 30 years. Outside of advising, he maintains responsibilities related to fixed insurance products and operates a financial services business under Intergen Advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, managing over $256 billion in assets with a network of more than 10,000 advisors nationwide.

Mitchell Niderstros is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. His prior work includes roles at Robert Baird & Co., Hefren-Tillotson, and Dollar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Bruce Georgi Jr. is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Janney Montgomery Scott for 12 years before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing a mix of internal and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jonathan Suley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 22 years of industry experience, including prior roles at Cetera from 2007 to 2016. Outside of his advisory work, he serves as an independent insurance agent and is president of Dynasty Real Estate Investments, a multi-family rental property business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Scot Love is a CFP® with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Pittsburgh, PA. Outside of his advisory role, he is involved in residential rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Amy Newcamp is a Series 66-licensed financial advisor with Merrill in Pittsburgh, PA, with 14 years of industry experience. She has been with Merrill since 2001, totaling 25 years in her professional career. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Bohn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2014 and has been part of the financial services industry since 2011. Brian serves as the managing partner of the Bohn, Brinker, Floberg Group, providing wealth management services tailored to individual client needs across complex market cycles. Brian's professional expertise includes corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Private Wealth Advisor® (CPWA®) designation sponsored by the Investments & Wealth Institute™. Additionally, Brian holds designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Robert Morris University. Brian is involved in community organizations including Magee Women's Hospital, the Robert Morris University Men's Lacrosse Program, and the Theodore Roosevelt Conservation Partnership. His personal interests include football, golfing, hunting, and spending time with his family.

Nicholas Theis is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and previously worked at Baird and Jimcor Agencies. Outside of his advisory role, he was involved with Theis Media and held teaching positions at Penn State University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including high-net-worth individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors.

Oliver Oxenreiter is a financial advisor at J.P. Morgan Securities based in Pittsburgh, PA, with five years of industry experience. He holds a Series 66 designation and has previously worked at PNC and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within its recommendations.

Maria Bowers is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 17 years. In addition to her advisory work, she is a commissioned notary in Pittsburgh, Pennsylvania. 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.

Donald Angel is a financial advisor with Cambridge Investment Research Advisors in Murrysville, PA, holding a Series 66 credential and 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012, and previously held positions at LPL Financial and Mutual Service Corporation. Outside of his advisory role, he serves on the board of management for the Deer Valley YMCA Camp in a volunteer capacity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management services.

Jake Gleba is a Financial Consultant at Fidelity Investments, where he assists clients in developing customized holistic financial plans by exploring and understanding their personal financial goals and unique situations. He has been with Fidelity Investments since 2022, progressing through several roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Investment Consultant since 2025. Throughout his tenure at Fidelity, Jake has gained experience in various aspects of financial planning and investment consulting. His approach focuses on personalized financial strategies tailored to individual client needs. Outside of his professional work, Jake's interests include beach activities, boating, fitness, football, golf, and skiing.