Joshua Nieman is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and in the coffee business through La Prima Espresso Company and Beans and Brews. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Tyler Petley is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank in roles including AML compliance and investment advisory. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Andrew Dobies is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Lord Abbett from 2013 to 2017. Based in Pittsburgh, PA, he is part of a large advisor network serving a broad client base. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.

Charles Correal is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Harvest Financial Corporation for seven years before joining LPL Financial. Outside of his advisory work, he serves as a club manager for the BURG Referral Group, a networking organization based in McMurray, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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, currently working at Robert Baird & Co. since 2022. He previously spent over three decades at Hefren Tillotson, Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both internal research and external partnerships in their investment approach.

Timothy Cummings is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Mass Mutual and its affiliated life insurance company since 2015. Outside of advising, he is involved in the sales and service of fixed life, annuity, accident, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.

Ashley Pogel is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. Outside of her advisory role, she owns Ashley Pogel Photography, an LLC based in Pennsylvania. Additionally, she is a silent partner in an LLC that owns The Goddard School in Pittsburgh. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Charles Ferguson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to understand their financial goals and collaborates with them to develop tailored plans aimed at achieving those objectives. Prior to his current position, Charles served as a Financial Representative at Fidelity Investments from 2023 to 2025 and as a Financial Services Representative in 2023. He began his career as a Student Intern at Legend Financial Advisors LLC from 2018 to 2020. Throughout his career, Charles has focused on building strong, durable relationships with clients, emphasizing trust and availability as key components of his professional approach. His experience spans various aspects of financial planning and client service within the financial industry. Outside of his professional life, Charles has interests in comedy, football, social events with friends, golf, movies, and music.

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.

John Quinlan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab in Mt. Lebanon, PA. His prior experience includes positions at TIAA-CREF and Tiaa from 2013 to 2017. Outside of advising, he co-owns rental properties near Penn State University that have been professionally managed for over two decades. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Lori Brinker serves as a Senior Resident Director at Merrill, where she offers a comprehensive approach to wealth management that begins with understanding each client's individual needs and goals. She leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of her clients' financial lives across areas such as college education planning, family wealth management, legacy planning, retirement income, and more. Her professional expertise is supported by multiple designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lori holds a bachelor's degree from Grove City College and completed her high school education at Plum High School. Committed to the Merrill tradition of community involvement, Lori is actively engaged in volunteering with local organizations. Outside of her professional role, she enjoys activities such as biking, boating, hiking, reading, singing, spending time with her family, tennis, and yoga.

James Knause is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 49 years of industry experience. His prior work includes 31 years at Cadaret, Grant & Co., Inc., and over four decades with Arthur/Kent Inc. He is also involved in bookkeeping activities related to his investment business in Carnegie, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Michael Allen is a financial advisor with Wells Fargo Advisors in Pittsburg, PA. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Allen was associated with Commonwealth Financial Network and Laurel Financial Group, where he was also a co-owner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, offering clients access to various advisory and brokerage programs.

Joy Marshall is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to assist clients in evaluating their financial situations and identifying opportunities to better align their plans with their goals. She has been in this role since 2025. Prior to her current position, Joy worked as a Relationship Manager at Fidelity Investments in 2024. Before joining Fidelity, she gained experience as a Client Solutions Specialist at PNC Investments from 2022 to 2024 and began her career as a Personal Banker at PNC Bank from 2021 to 2022. Outside of her professional work, Joy has interests in art, badminton, painting, pets, swimming, and traveling.

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® professional with 41 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at JJB Hilliard WL Lyons LLC and Hilliard Lyons, with over a decade managing RGMO Management LLC. Outside of his advisory role, he has been involved in managing rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting services, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management strategies.

Emmett Licastri is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the non-investment-related Diplomat Wrestling Club, Inc. Equitable Advisors serves a broad range of individual and institutional clients, providing financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.

Jason Roney is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2004, including time at its predecessor, Axa Advisors. 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 combining advisory and brokerage/insurance channels.

Alena Ilyushyna is a Financial Advisor at Merrill Lynch Wealth Management, a role she assumed in 2024. She has accumulated over 10 years of experience at Merrill, serving professional practice clients, nonprofit organizations, and high net worth families. Her work involves guiding clients through various investment products and portfolio strategies tailored to their financial goals and life stages. As a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder, Alena emphasizes strong portfolio performance and risk management. She provides investment allocations suited to current market conditions, which can include individual stocks, bonds, and custom portfolios. Alena's background in the IT sector informs her interest in innovative market niches such as generative AI, internet-of-things, cloud computing, and electric vehicles. She offers clients access to insights from Merrill as well as banking and lending solutions from Bank of America. Alena earned both her Bachelor of Science and Master of Science degrees from Belarus State Economic University. She is also a member of Mensa International. In addition to her professional work, she has served on the boards of the Lubbock Symphony Orchestra and the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. Her community involvement includes support for Dress for Success. Personal interests include drawing, sketching, gardening, hiking, music, painting, and traveling.