John Mcshane is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he is a managing partner in Cheddar Pointe LLC, a real estate investment venture. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

John Walter is a Series 66-licensed financial advisor with Edward Jones in Pittsburgh, PA, where he has been practicing since 2019. He has six years of industry experience, including prior roles at Bobby Rahal Motorcar Company and Pep Boys. Outside of his financial advisory work, John serves as a firefighter with the Cranberry Volunteer Fire Department and is a co-owner of JPWS LLC, under which he published a book on online dating. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Porter is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked briefly at Hefren-Tillotson Wealth Management and The Oven Pizza Co., and has a background in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research, model-based asset allocation, and institutional trading capabilities to deliver tailored financial planning and portfolio management.

Brendan Gallagher is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Financial Network and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maxwell Hine is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His work history includes roles at JPMorgan Chase Bank, UBS Financial Services, Goldman Sachs & Co. LLC, and Waldron Private Wealth. 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 applying an ESG framework in its recommendations.

Jacob Cuthbert is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed, Educo Advisor Group, and FPA of Pittsburgh. He serves as a part-time instructor at the College for Financial Planning and sits on the board of the Mon Valley Alliance, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both firm research and third-party strategies, supported by extensive operational tools.

Gavin Mullen is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of Craig-Goodworth-Mullen & Associates, a wealth management group within Merrill Lynch. He specializes in multigenerational planning for individuals, families, and businesses. Gavin joined Merrill in 2012 and provides comprehensive wealth management services, including education planning, retirement income strategies, and small business strategies. Gavin earned both his Bachelor's and Master's degrees from the State University of New York at Plattsburgh and holds an Accredited Certificate from the College for Financial Planning. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), along with FINRA Series 7 and Series 66 registrations. Prior to his career in wealth management, Gavin taught mathematics in New York City. He lives in the Highland Park neighborhood of Pittsburgh with his wife and three children. In his personal time, Gavin enjoys golfing, racquetball, running, and table tennis.

David Smarrelli is a financial advisor with MassMutual Investors Services in Pittsburgh, PA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 23 years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2002, where he is also involved in life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using analytical tools such as Monte Carlo simulations and automated asset allocation in its planning engagements.

Mercedes Mc Farland is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at JP Morgan Securities and Federated Investment Counseling. She is also involved with DSF Wealth Management Group, LLC, where she provides financial planning services. Cetera operates as a large-scale SEC-registered platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager approach, combining affiliated and third-party strategies across various program structures.

James Piersol III is a Series 66-licensed financial advisor with Equitable Advisors, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked in roles at Penn State University, Toyota, Anova Innovations, Peek'n Peak Resort, and North East High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Amanda Swick is a Series 66-licensed financial advisor with four years of industry experience. She currently works at Morgan Stanley and previously held roles at Raymond James & Associates, Merrill, and TIAA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates.

Carmella Stamm is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 certifications and eight years of industry experience. Her prior work includes roles at Lincoln Financial Securities Corporation and Ensphere College Planning Services. Outside of advising, she is also licensed as an insurance agent and broker specializing in life, disability, fixed annuities, and long-term care products, and serves as a partner managing payroll for an administrative business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing software tools to analyze client goals and provide collaborative, annual planning engagements.

Herman Dieckmann is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Stifel since 2022. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2022. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Jeffrey Tito is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial strategies aligned with their goals and objectives. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before his current position. Throughout his tenure at Fidelity Investments, Jeffrey has gained experience across various aspects of financial planning and investment consulting. He focuses on creating tailored financial strategies to meet individual client needs. Additional information regarding Jeffrey's education, credentials, personal interests, or community involvement has not been provided.

Kevin Sherrets is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and manages the pass-through tax entity RKM LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryson Edmonds is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked with The Huntington Investment Company and Huntington National Bank from 2016 through 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies. The firm's investment approach includes proprietary research and algorithmic tools, with a service model that involves non-discretionary implementation by clients or their advisors.

David Jancisin is a financial advisor at Merrill with 49 years of industry experience. He has held positions at Merrill since 1977 and Bank of America, N.A. since 2009. He holds Series 63 and Series 66 licenses and is based in Pittsburgh, PA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party managers.

Calvin Moore II is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of New York and the Federal Home Loan Bank of Pittsburgh. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.

Tyson Sears is a CFP® professional with six years of industry experience, currently serving at MassMutual Investors Services. He previously worked at Northwestern Mutual in various capacities over five years and has a background that includes roles in marketing and land management. Sears is also licensed as an insurance agent, focusing on life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers event-driven planning programs such as estate settlement and divorce planning.

Deepak Kotwal is a CFP® professional with 35 years of industry experience, currently serving with Cetera since 2020. His prior experience includes over a decade at Sagepoint Financial and a long tenure managing operations at Mon Valley Pathology Associates. He is also involved in fixed insurance sales and acts as a financial professional under the DBA InterGen Advisors. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, and institutional clients with a range of portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 advisors.