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.

Kyle Larsen is a financial professional with 14 years of industry experience, currently affiliated with Cetera since 2023. He holds a Series 66 designation and has prior experience with Securian Financial Services, Minnesota Life Insurance, and CRI Securities. Outside of his advisory role, he is involved in fixed insurance sales through North Star Consultants and provides financial services under North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party strategies.

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.

Licia Mclaughlin is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Jeffery Suhayda is a financial advisor at Ameriprise with 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Outside of his advisory role, he is a financial planning partner and co-owner of DiamondOne, LLC, where he participates in executive management and strategic planning. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Kenneth Rodgers is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and previously worked at Hefren Tillotson for six years before joining Robert Baird in 2022. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax management and direct indexing.

Marc Mattarochia is a financial advisor with LPL Financial based in Wexford, PA, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Cottrill Arbutina Wealth Management Group, MSI Financial Services, Inc., and Federated Investment Counseling. 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 featuring financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of advisors and integrated non-advisory financial services.

Peter Greb is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined his mother's practice in 2012. He specializes in developing wealth management strategies that help clients achieve their financial goals, with a focus on family wealth management, legacy planning, managing new wealth, and personal retirement planning. Additionally, Peter manages 401(k) plans for business owners and conducts employee education meetings. Peter graduated from John Carroll University with a bachelor's degree in accountancy. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He was born and raised in Pittsburgh and attended Central Catholic High School. Outside of his professional career, Peter serves on the Partners Board of the Pittsburgh Cultural Trust and the Pittsburgh chapter of the John Carroll University Alumni Association. He lives in Mt. Lebanon with his wife, Emily, their children Julia and Connor, and their dog Reilly. His personal interests include ice hockey, music, spending time with family, and watching movies.

Adam Goetz is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services, Inc. since 2000. Outside of advisory services, he is also involved in sales of life and fixed annuities. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs, including wrap accounts and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved tools to analyze client goals.

Bruno Natter is a financial advisor with Ameriprise in Wexford, PA, holding CFP® and ChFC® designations and six years of industry experience. Prior to joining Ameriprise in 2024, he worked at Key Investment Services LLC and KeyBank from 2018 to 2024. He is also employed as a financial advisor at S&T Bank. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Farrell is a CFP® with 33 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, Inc. for 29 years. He is a board member and treasurer of Second Harvest Community Thrift Store in Sharpsburg, PA. The DDK Group at Robert W. Baird & Co., where Farrell works, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services with a range of separately managed account programs and incorporates internal research and technology, including artificial intelligence, in client advice.