Ashley Pogel is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she owns Ashley Pogel Photography, an LLC through which she manages all aspects of her photography business. Additionally, she is a silent partner in a joint LLC that owns The Goddard School in Pittsburgh. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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.

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.

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.

Robert Mccalmont is a CFP® professional with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2011 and simultaneously with Wealth Preservation and Management, Inc. since 1992. Outside of his advisory roles, he serves as a church trustee and religious volunteer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of discretionary and non-discretionary portfolio strategies and proprietary as well as third-party models.

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.

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.

Alena Ilyushyna is a Financial Advisor at Merrill Lynch Wealth Management, a role she assumed in 2024. She has accumulated over 10 years of experience at Merrill, serving professional practice clients, nonprofit organizations, and high net worth families. Her work involves guiding clients through various investment products and portfolio strategies tailored to their financial goals and life stages. As a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder, Alena emphasizes strong portfolio performance and risk management. She provides investment allocations suited to current market conditions, which can include individual stocks, bonds, and custom portfolios. Alena's background in the IT sector informs her interest in innovative market niches such as generative AI, internet-of-things, cloud computing, and electric vehicles. She offers clients access to insights from Merrill as well as banking and lending solutions from Bank of America. Alena earned both her Bachelor of Science and Master of Science degrees from Belarus State Economic University. She is also a member of Mensa International. In addition to her professional work, she has served on the boards of the Lubbock Symphony Orchestra and the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. Her community involvement includes support for Dress for Success. 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.

Jacob Dobich is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020, following prior roles at Axa Advisors LLC, 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 individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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.