Jesse Best is a financial advisor at Cetera with five years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he worked at firms including Avantax and The Huntington Investment Company. He serves as a board member for the Oakmont Boulevard Project, which focuses on city improvement efforts such as maintaining thoroughfares and holiday decorations. Cetera Investment Advisers LLC provides investment advisory services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and supports various program structures and custodial relationships.

Xane Stock is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Xane worked at Cambridge Investment Research, Inc. and SagePoint Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor for multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Karen Marshall is a Series 66-licensed financial advisor with one year of industry experience. She has worked with Cetera and related entities since 2026 and previously spent 14 years at PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Elizabeth Treater is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 credentials. She has experience at Touchstone Capital, Inc. and American Pension Benefits, and previously worked in culinary 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Kathleen Favorite is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, she serves as president of Favorite Properties Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.

Paul Contos Jr. is a CFP® certified financial advisor with 26 years of industry experience. He has been with LPL Financial since 2023, following a 19-year tenure at Citizens Investment Services Corp. He is based in Pittsburgh, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs including discretionary and non-discretionary management, supported by research and technology-driven solutions.

Jarrod Frazier Jr. is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at Citizens Securities and Citizens Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Lawrence Barber Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1997 and offers expertise in areas including endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, special needs planning strategies, women and wealth, and sports and entertainment. He attended the University of Vermont, though no degree was conferred, and holds professional designations as a Chartered Financial Consultant (ChFC) and a Personal Investment Advisor (PIA). Lawrence has been involved in the startup and growth of businesses in alternate energy, outdoor sports equipment, and natural foods. Lawrence serves on the boards of the Catamount Trail Association and the Vermont Businesses for Social Responsibility. He is also affiliated with the Union of Concerned Scientists and the Vermont Hang gliding and Paragliding Association. He lives in Charlotte, Vermont, and participates in adventure sports including backcountry skiing, hiking, biking, boating, rock climbing, and traveling.

Dustin Thompson is a financial advisor with Robert Baird & Co. and Hefren-Tillotson, Inc., holding Series 63 and Series 66 licenses with 21 years of industry experience. He serves as a board member and participates on the Investment Finance Committee of the Seneca Valley Foundation. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, providing financial planning, portfolio management, and advisory services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, internal research including AI tools, and offers municipal advisory services alongside brokerage and custody services.

Timothy Madar is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. He is also involved in fiduciary activities through the Adam J Madar, Kevin M Madar, and Timothy R Madar Revocable Trusts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model wealth portfolios, and access to third-party asset management, combining advisory programs with a range of financial product offerings.

Edward Ifft Jr. is a financial advisor at Cetera with over 56 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of his advisory work, he serves on the board of directors for Hope Network, a nonprofit supporting programs for the physically disabled, and is a trustee for the Kate M Kelley Foundation, which provides grants to Catholic institutions and charities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing both affiliated and third-party managers across multiple program structures.

Vilyamir Kolesnichenko is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at Hefren-Tillotson and several other firms. Outside of his advisory role, he serves as a volunteer director on the board of the Ukrainian Self-reliance of Western PA Federal Credit Union and is involved in artistic ventures including wedding photography and fine art sales. Robert Baird & Co.’s DDK Group, where Kolesnichenko is based, serves individuals, corporate clients, pension plans, and charitable organizations through a variety of financial planning and portfolio management services, employing both manager-traded and model-traded strategies supported by internal research and technology.

Pamela Pasterick is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with RBC Capital Markets since 2013. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies utilizing both in-house and third-party managers, supported by RBC Capital Markets' broader capital markets and affiliated asset management resources.

Keith Devine is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2022, he worked at Monaghan Tooling Group and has experience in education and early childhood services through roles at the University of Dayton, The Little Gym, and Peters Township School District. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Sharon is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 32 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Kenneth began his career with Merrill in 1990 after graduating from Pennsylvania State University System with a Bachelor's Degree in Business Administration. Kenneth focuses on comprehensive wealth management strategies tailored to meet the needs of individuals and families at every stage of life. His areas of expertise include college education planning, family wealth management, liquidity management, personal retirement planning, philanthropic and socially responsible investing, women and wealth, and tax minimization. He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Outside of his professional work, Kenneth is involved with his family and has participated in various youth sports programs and charitable organizations. His personal interests include baseball, cooking, gardening, hiking, ice hockey, tennis, woodworking, and spending time with his family.

Korey Carnvale is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2023. His prior roles include positions at Ohio University and the Moon Area School District. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Marc Canovali is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked with firms including Private Advisor Group, LPL Financial, and The Advisor Group, where he is an owner. Outside of advising, he is an insurance agent specializing in life, health, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party money managers.

Robert Keiscer is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, AXA Advisors, and other firms. Keiscer is based in Pittsburgh, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI-driven methods.

Paul Grachen is a CFP® with 35 years of industry experience and is currently affiliated with Ameriprise in Pittsburgh, PA. He has worked at Ameriprise and its predecessor entity since 1990. Outside of his advisory role, he serves as a basketball referee. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Kelly Wisniewski is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.