Peter Coughlin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at firms including MDT Advisers, Federated Global Investment Management, BNY Mellon, and JPMorgan Chase Bank. He serves as treasurer and board member for Red's Locker, a nonprofit providing sports equipment to underprivileged areas in Pittsburgh. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Kerry Campolong is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1994. In her role, Kerry focuses on assisting clients with building comprehensive wealth management strategies that address their individual needs, particularly in areas such as college education planning, personal retirement planning, and retirement income. With over 32 years of experience, Kerry utilizes her expertise to provide personalized attention and advice to individuals and families. Her approach begins with listening to her clients to understand their priorities, helping them make informed decisions and develop successful financial plans. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kerry earned her high school diploma from Paramus Catholic Girls High School. Outside of her professional work, Kerry enjoys music, spending time with her family, and watching movies. She participates in community involvement when able.

Morgan Gemondo is a financial advisor at LPL Financial with seven years of industry experience. Before joining LPL Financial in 2025, he spent six years at Cambridge Investment Research. Outside of advisory work, he has been involved with Thomas Financial and has experience with a dance studio and a restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options, including model portfolios, third-party asset management, and customized strategies, supported by machine-learning tools and a broad suite of financial products.

Thomas Etzel is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has a background in accounting, operating his own CPA practice since 1993. Etzel is also the president and founder of The Foundation For Global Peace Building, a nonprofit organization, and a self-published author through his company Trailblazer Publishing LLC. Cetera Investment Advisers LLC provides a multi-manager investment platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Daniel Dee is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, BlackRock Investments, and earlier at Merrill. 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 individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary strategies developed by internal and third-party managers.

Jason Baer is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Davitt is a financial advisor with LPL Financial in Verona, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Citizens Securities and several other firms prior to joining LPL in 2020. Davitt is involved in Crowdcurring.com, a technology-related investment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Tina Giambanco is a CFP® with 27 years of industry experience, currently affiliated with Cetera in Pittsburgh, PA. Her prior experience includes roles at LPL Financial and M&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 13 years of industry experience. Before joining Cambridge in 2023, he worked at PNC Investments and Stifel Nicolaus & Co. He is also the owner of AGL Financial LLC, an entrepreneurial venture separate from his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

John Harshman is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Citizens Securities Inc. and Clarfeld Financial Advisors, LLC. Outside of his advisory work, he serves on the investment committee for Claysville Sportsman's Club and holds board and committee roles with the Pittsburgh Cultural Trust and the BISA membership committee, as well as assisting as a soccer coach. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Beth Loop is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 2013 and holds Series 63 and Series 66 licenses. Merrill, together 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Knight is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Joan Fiore is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves on the Board and Finance Committee of Bishop Canevin High School in Pittsburgh. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools developed by its Global Investment Committee.

John Daller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 41 years of industry experience. His prior roles include positions at Trustmark Financial Group and Dollar Financial Service. He is also active as an independent insurance agent through several entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm supports independent Financial Professionals with a range of portfolio management options, model-based strategies, and access to both proprietary and third-party investment solutions.

Bernard Theis is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hilltop Securities Independent Network, Oppenheimer & Co. Inc, and RBC Capital Markets. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Patrick Mc Cann is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding the Series 66 designation and three years of industry experience. His previous work includes roles at Aptus Wealth Planning/Cetera and Duquesne University, among others. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients with financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm offers a range of investment solutions, including third-party advisory programs and ERISA fiduciary services, and operates without its own wrap fee program, relying on external program sponsors for model delivery.

Lawrence Jacobson is a financial advisor with LPL Financial, holding a Series 63 license and bringing 33 years of industry experience. He has previously worked at Kestra Advisory and Kestra Investment Services, and operates Jacobson Associates, a business entity active since 1993. In addition to his advisory work, he is involved in providing non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Michael Mazurek is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2014. Mazurek is also the owner of Mazurek Financial Services LLC, which provides accounting, bookkeeping, and payroll services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and a mix of discretionary and non-discretionary strategies.

Michael Nye is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he provides care and support for intellectually disabled individuals and serves as treasurer for his daughter's Girl Scout troop. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver retirement-income recommendations that combine research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Howard Shear is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at PRUCO Securities, LLC and Good Life Advisors, LLC. Shear also operates Shear Capital Group, LLC, which provides financial planning and wealth management services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.