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.

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.

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.

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.

Patrick Fanning is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. His prior work includes positions at Fort Pitt Capital Group, PNC Investments, 84 Lumber, and six years in the U.S. Army National Guard. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Silvester is a financial advisor with Cetera Investment Advisors LLC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Oppenheimer and Citizens Bank of PA. Outside of his advisory role, he serves as Vice President of the Board for the Morningside Area Community Council, a nonprofit involved in planning community events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jonathan Dieckmann is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank for seven years before joining Stifel Nicolaus & Co Inc. in 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Robert Quarture III is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cetera, Benchmark Financial Advisors, and PNC Wealth Management. He is also involved with Compass Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives, offering a range of financial planning and portfolio management services.

Karen Bostick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, Cetera Wealth Services, Transitions Wealth Management, Mars National Advisors, and Blue Vase Securities. She is also involved with Transitions Wealth Management as a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms while utilizing various advisory strategies supported by operational and research tools.

Karen Marshalwitz is a financial advisor with Merrill in Sewickley, PA, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Merrill since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Oster is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at GNC Inc., PFS Investments Inc., Ppg Industries, and Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of its investment models.

Zachary Stroyne is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at OSAIC and Securities America, Inc. He is involved in entrepreneurial ventures related to real estate through ownership of private LLCs formed for property acquisition across the United States. 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, and institutional platforms, utilizing both proprietary and third-party strategies.

Christopher Cole is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christina Lewis is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at E.E. Powell & Company, Inc. from 2023 to 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Hytla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of his advisory role, he owns Hytla + Associates, LLC, which supports his business activities with Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

James Sporrer is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he serves as a financial secretary and officer for the Knights of Columbus Council, managing financial records and communications. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs and customizes investment strategies through a combination of in-house and third-party managers, offering various portfolio management and financial planning services.

Brent Carnes is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2022, he worked at ABARTA Coca Cola and Sam’s Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Megan Mckinley is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She has worked with Pfs Investments Inc and Primerica Financial Services since 2011. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with over 3,600 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies developed by unaffiliated asset managers.

Leah Wetzel is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, previously holding positions at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client’s risk profile and utilizing a combination of in-house and third-party investment resources.