Mark Prunier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He partners with clients to understand their families and preferences, helping them work toward their financial goals through personalized planning. Mr. Prunier has extensive experience within Fidelity Investments, having served in various roles since 2000. His prior positions include Vice President, Senior Account Executive; Branch Planning Consultant; Planning Consultant; Assigned Relationship Manager; Fixed Income Manager; and Investments Manager, among others. This progression reflects a broad expertise in financial services and client relationship management. No information regarding Mr. Prunier's education, credentials, personal interests, or community involvement was provided.

Jay Simon is a CFP® with 37 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 30 years at Hefren Tillotson, Inc. He is based in Pittsburgh - Wexford, PA. Jay Simon 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. The firm offers a wide range of financial planning and portfolio management services, utilizing internal research and tools, including artificial intelligence, to support client advice.

Timothy Cummings is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Outside of advising, he is involved in the sales and service of fixed life, annuity, and accident and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations as part of collaborative, ongoing annual planning engagements.

Ashley Pogel is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she owns Ashley Pogel Photography, an LLC through which she manages all aspects of her photography business. Additionally, she is a silent partner in a joint LLC that owns The Goddard School in Pittsburgh. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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.

Jennifer Yocca is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and DB Root & Co. She is based in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Knause is a financial advisor at LPL Financial with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked in the field since 1983, including 31 years at Cadaret, Grant & Co., Inc. and over four decades at Arthur/Kent Inc., where he also maintains a bookkeeping role. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a variety of investment strategies supported by research and technology tools.

Ralph Martin is a financial advisor with Ameriprise in Gibsonia, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 service that complements the work of its financial advisors.

Randel Morris is a CFP® with 41 years of industry experience, currently affiliated with Raymond James & Associates since 2019. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for two decades and has been involved with RGMO Management LLC since 2012. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services emphasizing tailored, non-discretionary strategies supported by extensive research and a wide range of portfolio management styles.

Emmett Licastri is a financial advisor at Equitable Advisors with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the Diplomat Wrestling Club, Inc., a non-investment-related community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm’s advisory approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Jason Roney is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2004, following a tenure at Axa Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party asset managers and advisory platforms.

Anthony Smulski is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Steven Trinkala is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm uses structured financial planning tools and delivers services through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Laura Gleghorn is a Series 66-licensed financial advisor with Merrill in Sewickley, PA, where she has worked since 2003. She has 24 years of industry experience. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hiede Broccoli is a Series 66-credentialed financial advisor with 23 years of industry experience, currently with Wells Fargo Advisors since 2026. Prior to this, Broccoli worked at Wells Fargo Clearing for 10 years and PNC Wealth Management for 3 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Sean Menzies is a financial advisor with LPL Financial in Seven Fields, PA, holding a Series 63 designation and 18 years of industry experience. He has worked at LPL Financial since 2013 and previously operated Good Life Advisors, LLC for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors using various platforms and strategies.

John Poppert is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he has worked as an independent contractor in graphic design. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Domenico Sciulli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at PNC Investments, Citizens Securities, 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 focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility considerations, and offers broad derivatives and commodities capabilities.

Eric N. Dunn is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the president of the Greencroft Condominium Association board and coaches a fitness program with Beachbody. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Deborah Hughes is the Senior Resident Director at Merrill. She joined Merrill in 2012 after over a decade in corporate finance and financial services, including eight years at Edward Jones. In her role, Deborah focuses on creating strategies designed to help clients meet their short- and long-term financial goals, specializing in retirement and estate planning services. Her approach to wealth management is consultative, objective, and client-focused. Deborah listens to and interprets clients' financial situations, preferences, and goals to explore a wide range of possible strategies using Merrill's resources. She is a qualified Portfolio Manager and manages her own Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Deborah holds a Bachelor of Science degree in Electrical Engineering from the University of South Carolina and a Master of Business Administration in Finance from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA). Outside of work, Deborah enjoys spending time with her family, gardening, cooking, golfing, and traveling. She also serves on the board of the PERSAD Center.

Ryan Hollenbach is a financial advisor with Cetera, holding a Series 66 designation and possessing 21 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.