John Duncan Jr. is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing 15 years of industry experience. He has been affiliated with Cambridge since 2013 and has operated Duncan Insurance Group since 1983. Outside of advising, he serves on multiple local boards including the Norwin Chamber of Commerce and is president of the Norwin Public Library Board of Trustees. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial wellness services delivered through a network of independent financial professionals. The firm offers a range of investment programs and model-based strategies with discretionary and non-discretionary options tailored to client goals.

Edmund Foster is a financial advisor with RBC Capital Markets who holds the Series 63 designation and has 30 years of industry experience. His prior work includes roles at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on each client’s Advisory Risk Profile.

Apryle Davis is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has been with Primerica in various capacities since 2010 and owns One Accord Group, LLC, an investment-related business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary portfolio management primarily for non-institutional investors.

George Batyko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Lisa Hohman is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Gregory Ohl is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he is involved in managing a real estate holding company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory platforms.

Katherine Morris is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its predecessor firm since 1988. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.

John Boffelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in developing, communicating, and executing tailored financial strategies for clients. He manages complex fiduciary, agency, and individual retirement accounts and collaborates with teams in wealth management, banking services, and trust services to support clients in achieving their financial goals. His client focus areas include family wealth management strategies, investment consulting for defined contribution plans, liquidity management, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John began his career as a Financial Advisor with Lincoln Financial Group and served as a Senior Portfolio Manager with PNC Wealth Management for 19 years before joining Merrill Lynch in 2016. He holds a Bachelor of Arts degree in History and Economics from the University of Pittsburgh and has earned the Personal Investment Advisor (PIA) designation. Beyond his professional role, John is an active member of the North Hills community and participates in various groups and affiliations. He is also a parishioner at Our Lady of Carmel in Ross Township.

John O’Donnell is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients’ individual financial goals. John provides support in areas such as college education planning, legacy planning, retirement income, portfolio management, and small business strategies, as well as investment consulting for defined contribution plans. With nearly five years of experience in the financial industry, John works closely with clients to develop financial plans focused on asset growth, income protection, and tax-efficient wealth transition. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. In addition to his professional work, John participates in community service, reflecting Merrill’s tradition of community involvement. His personal interests include hiking, attending sporting events, listening to music, golfing, basketball, cooking, football, soccer, swimming, reading, and spending time with his family.

Max Simone is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, he worked at Northern Trust and BNY Mellon. 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.

Linda Eastberg is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to each client's risk profile using both in-house and third-party managers.

Christina Martin Fuselier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 1992. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through affiliated companies.

Kevin Krul is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RBC Capital Markets in 2022, he spent 22 years at Hefren Tillotson, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers, and provides services such as portfolio management, financial planning, custody, and brokerage.

Curt Coulter is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a board member of Boars Room LLC, a restaurant and bar in Covington, Kentucky, and is a trustee for a family trust. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Jessica Bovo is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Clearing Services, Equitable Advisors, and Axa Advisors. Outside of her advisory role, she is employed part-time as a bartender. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jerel Patch is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built a career since 1989. He serves as a founding member of The JB Group, advising a select group of affluent client families nationwide, including senior executives, business owners, and landowners across various industries. He emphasizes a boutique level of personalized wealth management, leveraging his deep expertise to align the efforts of clients' CPAs, attorneys, and firm specialists in addressing complex, multi-generational financial challenges such as wealth transfer, legacy planning, and philanthropic strategies. Jerel holds multiple professional designations, including Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®), Chartered Retirement Plans Specialist (CRPS™), and Certified Plan Fiduciary Advisor (CPFA®), among others awarded by recognized industry organizations. His educational background includes a Bachelor's degree in International Political Economy from Colorado College and an MBA in Finance and Accounting from the University of Chicago Booth School of Business. Committed to community involvement, Jerel founded a group within his office to facilitate colleague participation in charitable organizations focused on hospice care, cancer, mental healthcare, and dyslexia. He and his wife Rachel, a retired oncology nurse and hospice volunteer, live in Denver where they engage in outdoor activities such as golfing, hiking, skiing, and fly fishing.

David Alderson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Robert Baird & Co. and Hefren-Tillotson, Inc. He operates several affiliated advisory entities under LPL Financial, including The Alderson Group at YTS Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers various advisory programs and services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support discretionary and non-discretionary management.

Matthew Smith is a financial advisor with Fidelity Investments in Covington, KY. He holds the Series 66 designation and has been with Fidelity since 2025. Prior to his current role, his background includes positions in various industries such as technology, construction, and retail sales. Outside of finance, he works part-time as a restaurant employee during the NFL season. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Edward Kavo is a CFP® professional with 49 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He is based in Irwin, PA, and holds a Series 63 designation. Outside of his advisory work, he serves as a board member for the Christ United Methodist Church Prime Time group in Bethel Park, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and providing both proprietary and third-party investment strategies.

Eugene Bujaky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior firms include Voya Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, including access to third-party money managers and automated investment solutions.