Christine Hannahs is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. Outside of her advisory work, she holds ownership interests in businesses including an oil and gas rights company and a home furnishings franchise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. Advisors use firm research and planning tools to deliver tailored recommendations covering a broad range of financial planning needs, with implementation options through brokerage or advisory programs.

Tanner Cogar is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Cogar is based in Pittsburgh, PA. 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’s investment approach includes model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenn Smith is a Planning Consultant at Fidelity Investments, where she collaborates with clients to design and implement financial plans aimed at achieving their financial goals. She has held this role since 2026. Prior to this position, Jenn served as a Relationship Manager and Financial Representative at Fidelity Investments from 2025 to 2026 and 2024 to 2025 respectively. Before joining Fidelity, she worked as a Senior Client Operations Specialist at Alto Solutions from 2022 to 2024.

Ronald Short Jr. is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Scoletti is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets. Outside of advisory work, he is the sole proprietor of Breakthrough Enterprises LLC, which provides keynote speaking and event hosting services. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning, investment company relationships, and private fund management.

David Groetsch Jr. is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the board of the North Hills YMCA and is a board member of the Pennsylvania Basketball Coaches Association. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering financial planning and estate strategies supported by structured planning tools and research from its Global Investment Committee.

Rita Huckle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

James Mrdjenovich is a CFP®-certified financial advisor with 16 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is a part owner of a real estate rental business and is involved in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating advanced technologies.

Robert Zewe is a Planning Consultant at Fidelity Investments, where he works with clients to help customize financial plans tailored to their unique planning needs. He has been with Fidelity Investments since 2025, initially serving as a Financial Representative and then as a Relationship Manager before assuming his current role in 2026. His professional experience within Fidelity Investments spans various client-focused positions, providing him with a comprehensive understanding of financial planning and client relationship management. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Alex Battista is a financial advisor with Cetera, holding the Series 66 designation and five years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2021 and previously held roles at First National Bank of Pennsylvania and FNB of PA from 2015 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

David Polachek is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he worked in education roles at Geneva College and the Ambridge School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers and offers ERISA fiduciary services through credentialed representatives.

Brandon Coppa is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Hefren Tillotson and RBC Capital Markets. Outside of his advisory role, he serves on the finance committee of The Church of Jesus Christ, where he helps direct investments and oversees fiscal policy, and he is a board member and treasurer of the Clean and Sober Humans Association. Brandon is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with offerings that include traditional and non-traditional investment strategies.

Mark Summers is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill Lynch and S&T Wealth Management. He is also employed as a financial advisor at Shorebridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal and public finance advisory work.

Suanne Schweinsberg is a Series 66-licensed financial advisor with Merrill in Upper Saint Clair, PA, bringing 22 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Inc. since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides 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.

William Constantine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Cetera since 2014 and also has experience with the First National Bank of Pennsylvania. Outside of his advisory role, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Michael Dichiazza is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2013. Dichiazza also serves as a board member and vice president of Medallion Wealth Management, an independent insurance agency, and holds board positions with Ameritas and Medallion Wealth Management, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Paul Linn is a financial advisor at J.P. Morgan Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Citizens Securities, Inc., PNC Investments, and Valic Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Elizabeth Gladden is a CFP® and holds a Series 66 license with Robert Baird & Co. She has four years of industry experience, including prior roles at Hefren-Tillotson, Inc. and Denison University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches.

Richard Knause is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cadaret, Grant & Co., Inc. for 21 years. He is also involved with Arthur/Kent, Inc., where he has maintained a role for over 29 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Guffey is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, having worked at Equitable Advisors and its associated entities since 2025. Prior to his advisory role, he was involved with the Washington Wild Things and Shoot 360 in Pittsburgh. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm uses a combination of proprietary and third-party advisory models to tailor investment solutions based on client risk tolerance and goals.