Richard Roberto III is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. in Pittsburgh - South Hills, PA. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group, as well as work outside of finance at DICK's Sporting Goods and Penn State University. Robert W. Baird & Co.’s Private Wealth Management department, where he is part of The DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using both manager-traded and model-traded strategies alongside ongoing manager oversight supported by internal research and AI tools.

Michael Bogdan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He worked at Fortis Investors, Inc./Woodbury Financial Services, Inc. for 29 years before joining OSAIC in 2024. Outside of his advisory role, he is president of The Nest Egg Financial Group LLC, which provides general accounting and financial organization services, and he operates a financial education YouTube channel called "Financial Soup." He also offers notary services related to legal document witnessing. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers. The firm provides integrated brokerage and advisory services, using asset allocation tools and a range of investment options to construct portfolios on discretionary or non-discretionary bases.

Jack Cody is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, serving in various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Jack's approach focuses on understanding clients' values to develop personalized financial plans. His experience spans multiple facets of financial consulting, enabling him to assist clients in making informed financial decisions. Outside of his professional work, Jack enjoys biking, camping, fitness, skiing, and volunteering.

Gregory Walsh is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Eaton Vance for over two decades. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Vincent Thornton is an Investment Consultant at Fidelity Investments, where he works to understand his clients both personally and financially to align them with appropriate tools and resources. He has held this position since 2024. Prior to joining Fidelity Investments, Vincent gained experience in financial services through roles at Citizens Bank as a Financial Advisor from 2023 to 2024 and as a Premier Advisor from 2018 to 2021. He also worked as a Private Client Banker at JP Morgan Chase Bank from 2021 to 2023. Outside of his professional work, Vincent enjoys camping, family activities, golf, hiking, motorcycles, and outdoor adventures.

Wade Wilson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading a team of advisors with a combined 100+ years of experience. The team manages approximately $877 million as of March 2023 for families, corporations, and foundations. Wade specializes in high net worth client services, focusing on areas such as multi-generational legacy planning, philanthropic giving, retirement income, tax minimization, and socially responsible investing. With 24 years of planning experience, Wade holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Edinboro University. Wade’s expertise includes coordinating with clients' external legal and accounting professionals to integrate financial and legacy plans, as well as providing access to trust, estate planning, credit, lending, and banking services through Bank of America Private Bank. Wade resides in Upper St. Clair with his wife and three children and is actively involved in his community. He serves on multiple nonprofit boards, including the Pittsburgh Cultural Trust, Quantum Theater, and Fortis Future. Additionally, he dedicates time to youth sports coaching and enjoys football, golfing, hiking, softball, and traveling.

Brian Simon is a financial advisor with LPL Enterprise, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform that combines advisory programs with active sales of financial products.

Joshua Staph is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at JP Morgan Chase Bank, JP Morgan Securities, and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies across multiple custody platforms with both proprietary and third-party investment models.

John Pikras Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 29 years of industry experience. He worked at Citizens Securities, Inc. for 10 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.

Richard Rose is a financial advisor with LPL Financial and holds Series 63, 65, and 66 credentials. He has 51 years of industry experience, including 17 years with Triad Advisors prior to joining LPL Financial. Rose also engages in tax preparation and accounting services as part of his professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Joseph Piszczor is a CFP® with 20 years of experience in the financial services industry, currently affiliated with LPL Financial since 2022. His prior roles include positions at NewEdge Advisors, Mid Atlantic Financial Management, ILG Private Wealth, Csenge Advisory Group, and FSC Securities Corporation. Outside of his advisory work, he is involved with Apparent Media Group LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

David Russo is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Royal Alliance Associates, Inc., where he spent 21 years. Russo also operates Pittsburgh Financial Consultants, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Andrew Hanson is a financial advisor with UBS Financial Services in Canonsburg, PA, holding a Series 66 designation and over 20 years of industry experience. He has been with UBS since 2004. Hanson also serves as a trustee for irrevocable life insurance trusts and teaches personal finance at the University of Pittsburgh. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research.

Adam Rekasie is a financial advisor with Cetera based in Canonsburg, PA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Cetera in 2023, he worked at Citizens Securities, Inc. from 2016 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Derek Brown is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

Lisa Fera is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2001. Her prior experience includes roles at Rockwell Forest Products, Inc. and Newlin Investment Company. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Quinlan is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2017, following two years as a full-time student. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Nicholas Bailey is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for six years. 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 a range of third-party asset managers and programs. The firm operates a hybrid referral and implementation model that integrates advisory and brokerage channels to deliver tailored investment solutions.

Stephen Wolff is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citizens Securities, Inc. for 10 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with SAE Wealth Management LLC, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Domenic Mangieri is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.