Jay Adams is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Adams is a board member of Oakmont Country Club. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Jeffrey Markanich is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Allegheny Investments, Ltd. for 28 years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and has proprietary model strategies under the Founders Gate Capital brand.

Brian Dick is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and American General since 2006. Outside of his advisory work, he serves as a board member for the North Hills Athletic Association, a youth softball organization, where he manages teams, provides instruction, and participates in fundraising activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, supported by a multi-manager platform and over $256 billion in assets under management.

Caitlin Doucette is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals focused on developing personalized financial plans for clients in the Pittsburgh area. She has held several roles within Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Financial Consultant from 2020 to 2022, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. Throughout her tenure at Fidelity, Caitlin has gained experience in client relationship management and financial consulting. She is committed to partnering with clients to meet their financial planning needs. Outside of her professional responsibilities, Caitlin enjoys camping, fitness, outdoor adventures, reading, tennis, and traveling.

James Wiltman is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Wiltman is a co-owner of Climax Partners, an investment partnership, and serves on the Borough of Sewickley Zoning Hearing Board. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

John Mackie is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Hefren Tillotson, Inc. for 16 years before joining Robert Baird & Co. in 2022. 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 and profit-sharing plans, and charitable organizations. The firm employs a range of advisory strategies, including discretionary and non-discretionary portfolio management and separately managed accounts, supported by internal research and manager monitoring.

Dylan John is a Series 66-licensed financial advisor with LPL Enterprise LLC, based in Cranberry Township, PA. He has one year of industry experience and has concurrently maintained outside employment at Lindy's Automotive Warehouse since 2017. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Jacob Rebel is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals and families with personalized wealth management and financial planning, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jacob graduated from Duquesne University with a Bachelor's Degree in Finance and a minor in Professional Sales. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of The Delta Chi Fraternity and contributes to his community through involvement in Volunteer Income Tax Assistance programs. Outside of his professional work, Jacob enjoys following baseball, basketball, and football, as well as golfing, hiking, traveling, watching movies, and spending time with his family.

Richard Irr is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include lengthy tenures at Cantella & Co., Inc. and Raymond James Financial Services Advisors Inc. He is also involved in managing term insurance policies on a limited basis outside of his advisory work. 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 financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools and a broad suite of non-advisory financial services.

James Meredith is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022, following a 19-year tenure at Hefren Tillotson, Inc. Outside of his advisory role, Meredith is a lecturer at Saint Vincent College, where he teaches a CFA Level 1 prep course to business students. He also serves as a troop leader for Boy Scouts of America Troop 404 in Cranberry Township. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Cory Cyprowski is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Guggenheim Funds Distributors, ADP Broker Dealer Inc., and Aires. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Raymond Ballantine is a CFP® professional with 40 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 24 years at Hefren Tillotson, Inc. 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 offers a range of financial planning and portfolio management services, utilizing internal research, model-traded strategies, and discretionary management, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Michelle Retzer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2014. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and in-house research.

Catherine Vandermer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for the National Restaurant Association for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Chad Edwards is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Baird in 2022, he worked for seven years at Hefren Tillotson, Inc. Edwards serves as Treasurer of Lodge 45 Free & Accepted Masons of Pennsylvania and is a board member of the Masonic Fund Society’s Investment/Finance Committee. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of advanced tools in delivering financial advice.

Joaquin Lopez is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Investments for 23 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Olimpio Grieco is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Allianz Global Investors and SG Americas Securities, LLC. Outside of finance, he has worked in the outdoor recreation industry with Laurel Highlands Whitewater Rafting. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform.

Joseph Hadobas is a financial advisor with Cambridge Investment Research Advisors in Wexford, PA, holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013 and previously worked at Equitable Advisors from 2005 to 2013. Outside of his financial advisory role, he serves as a finance council member for St. Patrick/St. Stanislaus Kostka Parish in Pittsburgh and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians and develops proprietary model strategies under the Founders Gate Capital brand.

Maxwell Freed is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he held positions at UBS Financial Services, Inc., and has diverse work experience including roles in education and the hospitality and brewing industries. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies, incorporating both in-house and third-party managers, along with features such as tax management and responsible investing.

John Ivory is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Ivory serves on the board of Mars UP Church and is a committee member of Rich-Mar Rotary, where he helps set up scholarships for students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.