Richard Petro is a financial advisor at OSAIC with 35 years of industry experience. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA Inc. from 2010 to 2024. Outside of his advisory role, he is an agent with Canella Financial Group, engaged in fixed annuity and life insurance sales since 1991. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

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.

Jesse Garshak is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Valic Financial Advisors and Agia. Outside of his advisory role, he owns Garshak Industries, LLC, a non-investment-related business. 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, model portfolios, and retirement plan consulting.

Janet Kirk is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding Series 63 and Series 65 licenses and with 47 years of industry experience. She has worked at RBC Capital Markets since 2015 and is also affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and tailored strategies based on each client’s risk profile.

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.

Katie Byers is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017. Prior to that, she was with National Planning Corporation for eight years. She also operates Speakman Financial, a business affiliated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mitchell Mulqueen is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at the University of Pittsburgh and North Canton High School. Outside of advising, he is engaged in ridesharing and food delivery through Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based 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 client strategies.

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.

Samuel Ginsberg is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked for Boenning & Scattergood Inc for 14 years before joining LPL Financial in 2023. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Hurray is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 26 years of experience to his role. He specializes in addressing a range of client needs, including corporate executive services, equity compensation, retirement planning, portfolio management, and small business strategies. Matthew works with senior executives, business owners, and multi-generational families to develop financial plans that adapt to evolving client priorities and goals. Joining Merrill in 1996, Matthew has extensive experience advising clients on complex financial decisions such as stock option strategies, deferred compensation, retirement planning, and business transitions. He focuses on tailoring investment portfolios that align with individual goals, risk profiles, and timelines, utilizing both traditional and alternative investments as appropriate to pursue growth in varying market environments. Matthew holds a Bachelor's degree in economics and finance from the University of Dayton and a Master's degree in Business Administration from Duquesne University. He is a Personal Investment Advisor (PIA) and is actively involved in community organizations, serving as a committee member for the Duquesne University Student Athletic Fund. Matthew resides in Cranberry Township, Pennsylvania with his wife, Julie, and their twins.

Chad Irving is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has dedicated his entire professional career since 1997. He has held multiple roles within the firm, including Premier Wealth Planner and leadership positions in Philadelphia, Pittsburgh, and Atlanta. Since returning to Pittsburgh in 2013, Chad provides customized wealth management strategies tailored to his clients' needs. Chad holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Exit Planning Advisor (CEPA®). He earned a Bachelor's Degree from Pennsylvania State University. His expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and values-based investing. In addition to his professional work, Chad is involved with the Western Pennsylvania chapter of the Cystic Fibrosis Foundation. His personal interests include cooking, golfing, spending time with his family, and traveling.

Eric Werner is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2019 before joining Morgan Stanley. Outside of his advisory role, he serves as a trustee and holds power of attorney responsibilities in investment-related capacities. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.