Gavin Shovlin is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Osaic since 2023. His prior roles include positions at Fsc and First Commonwealth Bank. Outside of advising, he operates as a sole proprietor insurance broker offering term and fixed insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform providing brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party management options.

John Link is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. John serves on the Board of Directors for the Ellsworth Sportsman's Club and is President-Elect of the FPA-Pittsburgh chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Craig Mcroberts is a financial advisor with Robert Baird & Co. based in Pittsburgh - South Hills, PA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, including 29 years at Hefren Tillotson, Inc. prior to 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, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies with ongoing home-office investment oversight.

Thomas Heller is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for NEXT Financial Group for 25 years. Outside his advisory role, he operates a tax preparation and accounting service. 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 solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sumana Naik is a Financial Advisor with Merrill Lynch Wealth Management. She draws from her early career experience in institutional finance to provide clients with a broad perspective on the financial ecosystem, including insights into how deposits fuel lending, mortgages become investment products, and capital flows through markets. Naik emphasizes understanding and education, taking time to comprehend each client's financial picture and explaining the reasoning behind recommendations. She focuses on helping clients navigate financial decisions with clarity and confidence. Naik's client focus includes physicians, business owners, multigenerational families, and professionals seeking a trusted partner in corporate benefits, executive services, divorce transition planning, education and employee benefits planning, executive compensation, family wealth management strategies, legacy planning, women and wealth, and sports and entertainment sectors. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Maryland. Naik is proficient in English and Kannada. Outside of her professional role, Naik participates in community activities including the American Heart Association's Heart Ball Auction Committee, the Greater Pittsburgh Community Food Bank, and North Hills Community Outreach. She is a wife and mother of two and engages in personal interests such as cooking, dancing, football, gardening, golfing, music, running marathons, singing, spending time with family, and traveling.

Cathy Mcreynolds is a financial advisor at Primerica Advisors with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with Primerica Financial Services since 1995 and PFS Investments Inc. since 2014. In addition to her advisory role, she is involved in the sale of non-investment products, including home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a large-scale wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by discretionary account options and trade execution delivered through BNY Mellon Advisors and Pershing.

Heather Reed is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Reed serves on the Board of Directors for Ramsey Elementary PTO, where she is also the president. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Gretchen Ross is a Series 66-licensed financial advisor with Morgan Stanley in Sewickley, PA, and has eight years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and previously worked at The Coury Firm from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Brian Stumpf is a financial advisor with Ameriprise in Mckees Rocks, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BDS Coventry, LLC, an operating company related to his financial services practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning and utilizes algorithmic tools overseen by a specialized committee.

Nicholas Smutney is a CFP® with eight years of experience in the financial services industry. He is currently associated with Cetera and DSF Wealth Management, where he focuses on retirement planning and financial recommendations. His prior roles include positions at PNC Investments, Citizens Securities, and Merrill Lynch. Smutney is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliations, overseeing more than $256 billion in assets.

Kevin McCarthy is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Woodbury Financial Services, National Planning Corporation, and OSAIC. McCarthy is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Joseph Feola Jr. is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 credentials and has 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves as a board member of the American Cancer Society and is president of the Pi Kappa Alpha, Alpha Theta Alumni Corporation at West Virginia University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools without providing individual security recommendations in standalone plans.

Scott Accamando is a financial advisor with Ameriprise Financial Services holding Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Lincoln Investment for 11 years before joining Ameriprise in 2026. Based in Pittsburgh, PA, he serves clients through a large, diversified advisory firm. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice. The firm’s approach involves algorithmic analysis and integrates asset allocation, withdrawal strategies, and Social Security planning within an investment universe that includes affiliated and third-party products.

Kiersten Mc Cort is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in a business entity related to office subleasing. Ameriprise serves clients primarily through institutional-level retirement-income planning, focusing on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary retirement recommendations delivered in collaboration with its financial advisors.

Mark Santia is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at City National Bank and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customized portfolio management and integrates in-house and third-party investment managers to tailor strategies to clients' risk profiles.

Joseph Feola III is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he worked at Bridgeway and Northwestern Mutual and has been involved with Carlynton School District as a boy’s soccer coach. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis.

Michael Lloyd is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in fiduciary activities and owns a business related to group office protection and bill payment. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that combine research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside human oversight.

Preston Muha is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. His background also includes roles outside finance, such as positions in education and construction. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and charitable clients. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers.

Jennifer Reddinger is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior roles include positions at Beaconsfield Financial Services, Dinuzzo Private Wealth, and Wealthcare Capital Management. Outside of advisory work, she is involved in equine therapy as an equestrian trainer. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Vincent Kasievich is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.