Michael Kemper is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2015 and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options within an integrated advisory, brokerage, and custody platform.

Kelly Knight is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 2015, progressing through positions including Financial Representative I, Relationship Manager, and Financial Consultant I. Kelly works closely with her clients to understand their goals, preferences, and concerns to develop personalized financial plans. Her experience spans multiple roles within Fidelity, providing her with comprehensive knowledge of financial consulting and client relationship management. Kelly emphasizes partnership with clients to create plans that align with their priorities. Outside of her professional work, Kelly enjoys activities such as spending time at the beach, hiking, traveling, reading, and engaging in family activities. She also has an interest in pets.

Jordan Nance is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to his financial services career, he spent ten years in medical sales and has been involved with Friends of Murrysville Parks since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large retail advisor and branch network with approximately $1.01 trillion in assets under management.

David Polachek is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he worked in education roles at Geneva College and the Ambridge School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers and offers ERISA fiduciary services through credentialed representatives.

Matthew Orman is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 1994. His outside business activities include ownership and management roles in entities related to his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brandon Coppa is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Hefren Tillotson, RBC Capital Markets, LLC, and Equitable Advisors. Outside of his advisory role, Coppa serves as a board member and treasurer of the Clean and Sober Humans Association, a nonprofit organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

Kyle Klinek is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity since 2022, including Planning Consultant, Relationship Manager, Investment Solutions Representative II and I, and Customer Relationship Advocate. His experience spans client relationship management and investment solutions. Kyle holds an Arkansas Insurance License. He focuses on helping clients replace financial stress with clarity and confidence through education, personalized planning, and knowledge of financial markets. His approach emphasizes understanding clients' situations on a deeper level to add value to their lives. Outside of his professional work, Kyle enjoys fitness, attending social events with friends, visiting museums, music, outdoor adventures, and traveling.

Chris Labrador is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he focuses on understanding his clients both financially and personally to assess their needs, risk tolerance, and future goals, aiming to assist them in achieving those objectives. His professional experience includes previous positions as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020, a Senior Financial Advisor and Team Leader at Huntington Investment Company from 2016 to 2017, and an Advisor Direct Financial Advisor at PNC Investments from 2013 to 2016. Outside of his professional work, Chris has interests in cars, family activities, movies, parenthood, photography, and traveling.

Ryan Felice is an advisor at Fidelity Investments with Series 63 and 65 credentials and approximately one year of industry experience. His prior work history includes roles at Bill Few Associates, Inc., WesBanco, Inc., and various positions at The Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nicholas Streit is a Series 66-licensed financial advisor at Thrivent Investment Management with 17 years of industry experience. His prior roles include positions at Facet Wealth, Zacks Investment Management, Avantax, Morningstar Investment Services, Scottrade, Edelman Financial Services, LPL Financial, and Ameriprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses that address a wide range of planning topics without including implementation of recommendations. The firm combines planning with managed-account services through a consolidated billing option called “WealthPlan,” while maintaining separation between the two services.

Mark Summers is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill Lynch and S&T Wealth Management. He is also employed as a financial advisor at Shorebridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal and public finance advisory work.

James Stager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, specializing in wealth management strategies and retirement planning. James works closely with high net worth individuals and business owners, focusing on helping them invest and preserve assets to achieve retirement and legacy goals. He holds a Bachelor of Arts degree in Economics with a minor in Anthropology from the College of William and Mary and earned an MBA with a concentration in strategic planning and finance from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. James has professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is active in his community and maintains involvement with his alma mater, serving on the College of William and Mary Reunion Committee. He is also engaged with several wildlife conservation organizations such as Ducks Unlimited and the Wild Sheep Foundation. In his personal time, he enjoys fishing, hunting, reading, traveling, and spending time with his family.

Jennefer Bartholomew is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Bank USA, UBS Financial Services, Bank of America N.A., and Merrill. Bartholomew serves as Secretary on the Board of Directors for Communities in Schools - Pittsburgh-Allegheny County and is Vice President of the Northland Public Library Foundation's Board of Directors. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, complemented by RBC’s capital markets capabilities.

Lacey York is a financial advisor at Stifel with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel since 2009. Outside of her advisory role, she serves as an endowment committee member for the Child Health Association of Sewickley, assisting with updating investment policy statements and evaluating endowment performance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Dichiazza is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and previously held positions at BPU Investment Management Inc., LPL Financial, and Invest Financial Corporation. Dichiazza serves as a board member and vice president at Medallion Wealth Management and is also a board member of Hearth Ameritas. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary strategies, managing a multi-billion dollar asset base.

Sonia Khanna is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. She previously worked at Thakar Financial LLC and Raymond James Financial Services, Inc. for six years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Richard Knause is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 21 years at Cadaret, Grant & Co., Inc. Knause also conducts non-variable insurance and bookkeeping activities through Arthur/Kent, Inc., a business he has been involved with since 1997. 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 broad range of financial planning and asset management solutions, utilizing a network of investment adviser representatives and various strategic and tactical investment options.

Benjamin Guffey is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, having worked at Equitable Advisors and its associated entities since 2025. Prior to his advisory role, he was involved with the Washington Wild Things and Shoot 360 in Pittsburgh. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm uses a combination of proprietary and third-party advisory models to tailor investment solutions based on client risk tolerance and goals.

Jake Nader is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and personal retirement planning. He works closely with individuals and families to understand their financial goals and provides tailored wealth planning strategies to help clients achieve meaningful financial outcomes. Jake and his team facilitate investment management, financial planning, and customized wealth strategies aligned with clients' priorities. Jake joined Merrill Lynch Wealth Management in 2025. Prior to this, he worked at an Elite Boutique Investment Bank and two Private Equity firms, focusing on investment procurement, financial due diligence, growth equity injections, and mergers and acquisitions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jake earned a Bachelor's degree in Finance and Economics from the University of Pittsburgh. Residing in Murrysville, Pennsylvania, Jake enjoys spending time with friends and family, as well as participating in activities such as basketball, chess, golfing, music, reading, running, scuba diving, skiing, and skydiving.

Frank Ruscetti II is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He previously worked at Harvest Financial Corporation for 19 years before joining LPL Financial in 2023. Outside of his advisory role, he is a licensed notary in Pittsburgh and the sole owner of HFC Wealth Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.