Shane Quinlan is a financial advisor at Charles Schwab in Mt. Lebanon, PA, with four years of industry experience. He has held roles at Charles Schwab since 2021 and previously worked at Lincoln Financial Distributors. Outside of finance, Quinlan has worked in hospitality and retail, including positions at Shandygaff Saloon and Target. Charles Schwab serves a large client base primarily consisting of 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 offers a mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Costas Grekis is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently with LPL Financial, having joined in 2022 and returned to the firm in 2025 after a two-year tenure at CUSO Financial Services. Prior to that, he spent 22 years at Cuna Mutual Group and its affiliate, Cuna Brokerage 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sullivan Conway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked primarily with Raymond James since 2017 and is also associated with Dukovich & Associates Financial Services Support in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

Andrew Patterson is a financial advisor with Robert Baird & Co. based in Pittsburgh - Wexford, PA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He worked at Hefren Tillotson, Inc. for 27 years before joining Robert Baird & Co. in 2022. He is also an investment club member of the Curb Club. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, overlay management, and tax-focused approaches, supported by internal research and technology.

Thomas Drake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at SagePoint Financial, Inc. Drake serves as treasurer and board member of the Drake Family Foundation, a nonprofit organization. Osaic Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Susan Cruz is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America since 2018, following two years at Fifth Third Securities. Outside of her advisory role, she serves as an advisory board member for the Parkinson Foundation Western PA and holds board positions with Catholic Charities Diocese of Pittsburgh and the Catholic Foundation for Greater Pittsburgh. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional and charitable organizations.

Neil Pettes is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at multiple firms such as IFS Wealth Management, Cambridge Investment Research, Raymond James Financial Services, and FSC Securities Corporation. He also acts as a licensed notary and has experience as an agent selling various non-variable insurance products. 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, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Matthew Dukovich is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been associated with Raymond James in various capacities since 2015 and also operates a streetwear business focused on buying and selling shoes and clothing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Zachary Floberg is a Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of the Bohn, Brinker, Floberg, and Gleason Group. Since joining Merrill Lynch in 2013, he has focused on serving business owners, executives, and entrepreneurs by developing tailored wealth management strategies that address their unique professional and personal financial goals. Along with his partners, he aims to build integrated wealth management plans that help clients pursue both short and long-term objectives while managing investment risk. Zach leverages investment insights from Merrill Lynch combined with banking services from Bank of America to provide comprehensive financial solutions. His areas of expertise include education planning, executive compensation, family wealth management, personal retirement planning, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) designations. He earned a bachelor's degree from the University of California system. Outside of his professional work, Zach is involved in his community as a volunteer soccer coach and participates in recreational activities such as biking, cooking, hiking, scuba diving, and soccer. He is a member of the professional organization PGH Dynamo.

Jason Fischer is a financial advisor with LPL Enterprise in Wexford, PA, holding Series 63 and Series 65 licenses and over 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is involved with Uber in a professional capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Irwin Jackson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He has held long-term roles at Heritage Financial Partners Inc. and Heritage Financial Group, and has also worked with Manufacturers Life Insurance Co. since 1981. Jackson serves as a board member of the Diamond Run Home Owners Association in Sewickley, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, allowing clients to receive tailored recommendations using Wells Fargo’s research and planning tools.

Kenneth Spencer is a financial advisor with Ameriprise in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns and manages Spencer Enterprise Group, a business related to his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Jeffrey Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he facilitates budgeting classes for Financial Peace University at local churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment programs and employs a range of strategies through its large network of investment adviser representatives.

Carla Pollice is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes long tenures at CUNA Mutual Group and Cuna Brokerage Services, as well as roles at CUSO Financial 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 variety of advisory and brokerage services with a broad range of investment strategies and support tools.

Ryan Whelan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held various roles including positions at Dr. Robert Coufal & Associates and Carlow University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Leslie is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, Leslie serves as an officer of the Pittsburgh North Optimist Club, an organization that supports underprivileged children, and is a board member of Senca Valley EMS. 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 various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers in its approach.

Jack Driscoll is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 40 years of industry experience. His career includes long-term roles at Sagepoint Financial and Travelers Insurance Company, as well as ownership of multiple financial and insurance-related businesses. He also operates a full-service accounting practice and provides income tax preparation through separate LLCs he owns. OSAIC serves a diverse client base including retail and institutional clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and recent consolidation activities.

Peter Elers is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 11 years at PNC Investments. He is also the owner of Briarcliff Wealth Management, LLC, an investment-related business based in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored through Wells Fargo’s research and tools, with clients able to choose if and how to implement recommendations via the firm's brokerage or advisory programs.

Jennifer Makowski is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She focuses on helping clients develop financial plans that align with their unique values and preferences, aiming to build trusting relationships that support clients' financial goals. Her experience in the financial services industry includes previous positions as a Planning Consultant at Fidelity Investments, Wealth Counselor Coordinator at Waldron Wealth Management, Relationship Manager at BPU Investments, and Investment Consultant at Fidelity Investments. This diverse background has equipped her with expertise in financial planning and client relationship management. Outside of her professional work, Jennifer's personal interests include fitness, Pilates, traveling, and spending time with her pets.

Adelaide Brant is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has previously worked at PNC Investments, Bank of America/Merrill, and The Fairmont Hotel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize systematic methodologies and long-term asset allocation benchmarks.