Graham Versaw is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he works with families to assist them in making informed decisions about their finances through personal relationships and ongoing financial planning. Prior to this, he held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2025 and Investment Consultant from 2023 to 2024. Graham's professional experience also includes working as a Financial Planner at Range Finance, Inc from 2022 to 2023, Advisor Consultant at Federated Hermes, Inc from 2018 to 2022, and Financial Advisor Associate (Internship) at UBS Financial Services, Inc from 2015 to 2016. His career reflects a consistent focus on financial planning and advisory services. Outside of his professional work, Graham enjoys cooking and baking, fitness, golf, reading, traveling, and volunteering.

Jonathan Dieckmann is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank for seven years before joining Stifel Nicolaus & Co Inc. in 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Benjamin Gongaware is a financial advisor at UBS Financial Services with six years of industry experience. He has been with UBS since 2018 and previously worked at MACRO Clinical Research at the University of Pittsburgh. He teaches a six-week course on general financial information to senior citizens through the Osher Lifelong Learning Institute at Carnegie Mellon University. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Paul Feldman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and its affiliate entities since 2016. Feldman is also licensed as an insurance agent, offering life, health, disability, annuities, and long-term care insurance in addition to his advisory role. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, including model portfolios, third-party managers, and custom strategies.

John Kiger is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Keybank and Key Investment Services, LLC. Outside of his advisory work, he is the owner of Tiger Cards, a business that buys and sells sports cards and memorabilia through online platforms. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

John Dandrea is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Monica Garver is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2025. She previously worked at McKinley Carter Wealth Services for seven years and RTD Financial Advisors Inc for five years. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Robert Luksis Jr. is a financial advisor at OSAIC with 27 years of industry experience. He previously spent 25 years at Lincoln Financial Advisors Corp and has been self-employed since 1994. Luksis holds a Series 63 designation and also offers accident, health, disability income, and life insurance products as part of his business activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing, with portfolios including various asset classes managed on both discretionary and non-discretionary bases.

Christopher Cole is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Equitable Advisors since 2011 and also has experience with Axa Advisors, LLC. Outside of his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Drew Brown is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for 12 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Richard Samolovitch is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant boys middle school volleyball coach. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Derek Durko is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Canonsburg, PA. He has less than one year of industry experience, having joined LPL Financial in 2026. Prior to this, he worked in roles at OfficeMax, Dick's Sporting Goods, and the Canon McMillan School District, and studied at Duquesne University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and financial planning services, leveraging model portfolios, third-party research, and technology-driven solutions.

Susan Marshall is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 designations. She has 38 years of industry experience, including previous roles at JJB Hilliard WL Lyons LLC and PNC Investments. She serves as a board member and leads discussion groups for the Southpointe Chamber in Canonsburg, PA. She 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 with a range of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic partnerships.

Glenn Kolod is a financial advisor with Edward Jones in Monroeville, PA, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients through a nationwide network of financial advisors. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Zachary Laniewicz is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop financial plans tailored to their individual lifestyles and goals. He emphasizes understanding each client's unique personal and financial circumstances. Zachary has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

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.

Kerri Llewellyn is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Cetera since 2014 and also works with FNB. Outside of Cetera, she engages in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform that includes affiliated and third-party managers.

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.

Thomas Miller is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds the Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and economic modeling.