Joseph Lantz is a CFA® charterholder and financial advisor with Raymond James Financial in Pittsburgh, PA, bringing seven years of industry experience. Prior to joining Raymond James in 2022, he spent fifteen years at Federated Hermes. He serves on the investment committees of two nonprofits, Achieva Family Trust and United Way of Southwestern PA, where he provides guidance on strategic investment matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs a non-discretionary, tailored investment approach supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

John Walter is a Series 66-licensed financial advisor with Edward Jones in Pittsburgh, PA, where he has been practicing since 2019. He has six years of industry experience, including prior roles at Bobby Rahal Motorcar Company and Pep Boys. Outside of his financial advisory work, John serves as a firefighter with the Cranberry Volunteer Fire Department and is a co-owner of JPWS LLC, under which he published a book on online dating. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Porter is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked briefly at Hefren-Tillotson Wealth Management and The Oven Pizza Co., and has a background in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research, model-based asset allocation, and institutional trading capabilities to deliver tailored financial planning and portfolio management.

Maxwell Hine is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at UBS Financial Services, Goldman Sachs & Co. LLC, and Waldron Private Wealth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research to build model asset allocations and offers a broad range of derivatives and commodities capabilities.

Gavin Mullen is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of Craig-Goodworth-Mullen & Associates, a wealth management group within Merrill Lynch. He specializes in multigenerational planning for individuals, families, and businesses. Gavin joined Merrill in 2012 and provides comprehensive wealth management services, including education planning, retirement income strategies, and small business strategies. Gavin earned both his Bachelor's and Master's degrees from the State University of New York at Plattsburgh and holds an Accredited Certificate from the College for Financial Planning. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), along with FINRA Series 7 and Series 66 registrations. Prior to his career in wealth management, Gavin taught mathematics in New York City. He lives in the Highland Park neighborhood of Pittsburgh with his wife and three children. In his personal time, Gavin enjoys golfing, racquetball, running, and table tennis.

David Smarrelli is a financial advisor with MassMutual Investors Services in Pittsburgh, PA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 23 years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2002, where he is also involved in life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using analytical tools such as Monte Carlo simulations and automated asset allocation in its planning engagements.

Darren Hucko is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. He serves as a board member and participates on the Investment/Finance Committee for the Bender Leadership Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and investment tools.

James Piersol III is a Series 66-licensed financial advisor with Equitable Advisors, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked in roles at Penn State University, Toyota, Anova Innovations, Peek'n Peak Resort, and North East High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Chad Friday is a financial advisor at Edward Jones in Monroeville, PA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at RW Baird, First National Bank, and Morgan Stanley. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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.

Jonathan Mcmonigal is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson for three years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services.

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.

Kevin Sherrets is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and manages the pass-through tax entity RKM LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Jared Scholl is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.