James Meyers is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association. Meyers serves as a board member of UPMC East Hospital in Monroeville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured financial planning and tailored investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Rebecca Dehainaut is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at John Hancock Distributors LLC for eight years. She is based in Sewickley, PA. Merrill, along 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.

Jason Reber is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and was employed with the Murrysville Golf Club for several years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Donald Anthony is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. His other business activities include part-time sales of loan products and home security services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies overseen by unaffiliated asset managers.

Joshua Vanderhoof is a Series 66 licensed advisor with LPL Enterprise, where he has worked since 2025. He has one year of industry experience and previously worked for Aldi Inc for nine years before entering the financial services field. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He worked at Commonwealth Financial Network for 17 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing various financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Shannon Fidler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Fidler worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. Fidler also serves as a board member of the Financial Planning Association’s Pittsburgh Chapter. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jacqueline Scalise is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network, LPL Financial, Waddell & Reed, The Huntington Investment Company, and National Planning Corporation. Scalise is also involved with Duncan Financial Group in Pittsburgh as an investment representative. Cambridge Investment Research Advisors serves a diverse client base of both individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, supporting both discretionary and non-discretionary management with proprietary and third-party model strategies.

Patrick Eastburn is a Series 66-licensed advisor at Robert Baird & Co. with one year of industry experience. His prior roles include positions at Hunter Associates, American Eagle Outfitters, and First National Bank Corporation. He is also involved with The Turn Club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines manager-traded and model-traded strategies, uses internal research and AI tools, and offers municipal advisory services.

Justin Baierl is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His career includes roles at Hornor Townsend and Kent, LLC, Kades-Margolis, and Washington & Jefferson College. He is also a commissioned notary in the state of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, employing both discretionary and non-discretionary strategies supported by proprietary research tools.

Jaime Croissant is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, Robert W. Baird & Company, and Hefren-Tillotson. Outside of finance, he teaches personal art lessons once a week. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wendy Nice is a financial advisor with Charles Schwab in Cranberry Township, PA, holding a Series 66 designation and seven years of industry experience. Her work history includes positions at TD Ameritrade, JP Morgan Securities, Merrill, Bank of America, and PNC Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervision and a formal alternative investments program.

Micah Delo is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. He has worked with Cambridge since 2013 and previously with Equitable Advisors from 2007 to 2013. Outside of his advisory role, Delo serves as a trustee and treasurer for the First Presbyterian Church of Pittsburgh and is a board member of the Shannopin Country Club. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, custodians, third-party advisers, and proprietary model strategies.

Scott Holmes II is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Goodwill of SWPA & NCWV and Everett & Hurite, as well as experience in both educational and corporate settings. Holmes has also been involved in the sale of non-investment products related to home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing custody services.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Before joining LPL Financial in 2023, he spent 36 years at Harvest Financial Corporation. He is also involved with Fuhrer’s, Inc., an insurance agency offering life, health, disability, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and model portfolio programs, supported by a large network of advisors and utilizing various investment strategies.

Eugene Pruszynski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2007. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, 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 with multi-asset model portfolios and a centralized operational structure.

Nathan Lawhead is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Cambridge, he worked at MAI Capital Management, LLC and Deloitte & Touche LLP. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base through multiple platforms and custodians.

Travis Barker is a financial advisor with Robert Baird & Co., holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Hefren Tillotson and Mid Atlantic Financial Management, Inc. He is based in Pittsburgh - Wexford, PA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and investment tools.

Jennifer Susco is a CFP® professional with 18 years of industry experience. She currently works at RBC Capital Markets and previously spent 16 years at UBS Financial Services. She serves as vice president and treasurer of a Georgetown University alumni club, assisting members with career guidance and event coordination. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment and financial planning solutions, offering discretionary and non-discretionary portfolio management through various advisory programs.