Ian Fremer is a financial advisor with Merrill based in Upper Saint Clair, PA. He holds the Series 66 designation and has 25 years of industry experience. He has been with Bank of America and Merrill since 2000. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaitlyn Shogry is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at Leadership League LLC and Traveler's Service Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Matthew Christ is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Matthew is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nicole Kordenbrock is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and three years of industry experience. Prior to joining Baird in 2023, she held positions at Raintree Systems, Automatic Data Processing, and DoorDash. Outside of finance, she has experience in the hospitality industry, having been involved with Over the Bar Bicycle Cafe from 2017 to 2021. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and emphasizes ongoing manager selection and internal research, including the use of artificial intelligence, in delivering advisory services.

Brett White is a financial advisor with Robert Baird & Co. holding a Series 66 designation and four years of industry experience. He has worked at Robert Baird since 2022 and concurrently serves as a real estate agent with Coldwell Banker Realty Services. Robert Baird & Co. is a firm within the Private Wealth Management department that serves individuals, business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with internal research tools including artificial intelligence.

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.

Tevin Gibson is a financial advisor with Primerica Advisors in Coraopolis, PA, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at firms such as PFS Investments Inc., New York Life Insurance Company, and Bankers Life Advisory Services. Outside of his advisory work, Gibson is a YouTuber focused on video creation and is involved in brand marketing through a staffing agency in Pittsburgh. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and offers a range of portfolio models including strategic, tactical, tax-managed, and income-distribution approaches.

Mickey Dudish is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at M&T Securities and M&T Bank, where he spent over a decade before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

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.

Tracey Smith is a financial advisor at Ameriprise with 31 years of industry experience. She has been with Ameriprise since 2005 and holds the Series 63 and Series 66 registrations. Outside of her advisory role, she has involvement in a business focused on bill payment and protection services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a structured service that emphasizes dependable income and tax-aware withdrawal strategies.

David Foster is a financial advisor at Merrill with the Series 66 designation and 19 years of industry experience. He has worked at Bank of America, N.A. since 2009 and has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by its investment platform and tax-efficient strategies.

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.

Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

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.

Samantha Duffy is a financial advisor at OSAIC with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and William J. Stroyne Financial Services. Outside of finance, she is a professional musician and teacher, providing private violin and viola lessons and performing locally. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, complex affiliate network, and private-equity ownership.