James Kartsonas is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James, Erie Insurance, John Carroll University, and Peter's Township High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and municipal advisory services through a range of portfolio management strategies and affiliated resources.

Theresa Hutchinson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and has worked with Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is involved with Medallion Wealth Management, focusing on fixed income and credit union securities, as well as aspects of insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management and advisory platforms tailored to client objectives.

Erin Weber is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to joining Raymond James, she worked at Hefren Tillotson for six years. She is involved with Women, Wisdom & Wealth, an educational initiative focused on helping women better understand finances through speaking engagements and written materials. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with diverse portfolio management styles supported by affiliated research and model managers.

Lisa Delisio 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 2019. Her prior experience includes positions at JCpenney and Fort Pitt Capital Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a nationwide network of investment adviser representatives.

Ryan Larkin is a financial advisor with Robert Baird & Co., holding a Series 66 credential and bringing 18 years of industry experience. He has worked at Hefren Tillotson, Inc. since 2008 and joined Robert Baird & Co. in 2022. Ryan is based in Pittsburgh - Wexford, PA. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm provides a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Richard D'amico is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for DWS Distributors, Inc. for 13 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Anton Plantz serves as an Associate Resident Director at Merrill, where he began his career in 2007. He specializes in wealth management with a focus on closely-held businesses, assisting owners with critical financial decisions throughout the phases of their business lifecycle. His expertise includes cash management, retirement strategies and funding, and business monetization such as strategic sales or transfers. Anton earned a bachelor's degree in economics from Allegheny College in Meadville, Pennsylvania. He holds multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Anton enjoys golfing and skeet shooting. He resides in the Warrendale area with his wife, Katelyn, and their three children.

Brian Giffin is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 63 designation and possessing 32 years of industry experience. He has been associated with Raymond James since 2013 and is involved as the owner of Gripstah LLC, a company created for a new direct pay system. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools for outcome modeling, supporting a range of advisory programs and specialized municipal and public-finance work.

Daniel Spencer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and with 22 years of industry experience. He previously worked at Ameriprise and Fort Frederica Capital before joining LPL Financial in 2025. Outside of his advisory role, he is involved with the Pennsylvania Interscholastic Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and a variety of investment strategies.

Christian Vadas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and has prior experience at Lithia Motors, Ken Ganley Toyota, Fitness International DBA L.A. Fitness, and American Pool. 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 model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katrina Saylor is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2017 and previously worked at PNC Investments. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rita Endler is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of her advisory role, she is involved with Waymaker Wealth Management, a separate business in Beaver, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports advisory programs and institutional portfolio management across a large network.

Daniel Martin is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and having 34 years of industry experience. He previously worked at Royal Alliance Associates for five years and The Monteverde Group for 21 years. He maintains an ongoing investment-related business activity associated with The Monteverde Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Lucas Boyd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at PNC Private Bank for three years and BNY Mellon for seven years. Based in Pittsburgh, PA, Boyd joined Merrill in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tory Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked in various engineering and contracting roles and currently volunteers as a ski patrol member at Seven Springs Mountain Resort. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Nicholas Merandi is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Northwestern Mutual and various entrepreneurial ventures such as Meticulous Painting LLC and Green Cherry Organics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments.

Cara Thomas is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She has been with Equitable Advisors since 2019, following prior roles at AXA Advisors and experience outside the financial industry. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Richard Palmer is a Financial Consultant currently working at Fidelity Investments. He specializes in retirement planning and investment management, assisting clients in developing actionable financial plans. Richard has gathered diverse experience at Fidelity, progressing through roles including Investment Consultant from 2021 to 2023, Relationship Manager from 2019 to 2021, Investment Solutions Representative from 2017 to 2019, and Work Place Associate from 2016 to 2017. Outside of his professional commitments, Richard enjoys activities such as boating, fishing, painting, traveling, and spending time with family.

Christian Friday is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets, LLC since 2015. Outside of his advisory role, he serves as an assistant track coach for both Keystone Oaks School District and Chatham University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Amit Grover is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Grover serves on the board of Girls Hope of Pittsburgh, a nonprofit focused on education and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s analyses and manages approximately $2.74 trillion in client assets.