Vincent Kianese is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at PNC Investments and also owned a cleaning business for ten years. Outside of finance, he hosts a YouTube podcast focused on cooking videos. Fidelity’s Strategic Advisers LLC, where Vincent works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee fund advisory services.

Lori Brinker serves as a Senior Resident Director at Merrill, where she offers a comprehensive approach to wealth management that begins with understanding each client's individual needs and goals. She leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of her clients' financial lives across areas such as college education planning, family wealth management, legacy planning, retirement income, and more. Her professional expertise is supported by multiple designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lori holds a bachelor's degree from Grove City College and completed her high school education at Plum High School. Committed to the Merrill tradition of community involvement, Lori is actively engaged in volunteering with local organizations. Outside of her professional role, she enjoys activities such as biking, boating, hiking, reading, singing, spending time with her family, tennis, and yoga.

Robert Mccalmont is a CFP® professional with 34 years of industry experience. He is currently affiliated with Duncan Financial Planning Advisors and Cambridge Investment Research Advisors, serving clients since 2011. In addition to his advisory roles, he serves as a church trustee and religious volunteer at Pennsville Baptist Church. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

David Riehl is a CFP® with 14 years of industry experience currently with Robert W. Baird & Co. He joined Baird in 2022 after 11 years at Hefren Tillotson, Inc. He serves as a board member for Jeremaiah's Place and the ACME Family Endowment, and is an adjunct instructor at Saint Vincent College. He is also involved with St. Edmund's Academy PTA and Calvary Episcopal Church's Investment Committee. David is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services supported by home-office research and a variety of separately managed account strategies.

Zachary Bach is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2010 and with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its comprehensive investment approach.

Emmett Licastri is a financial advisor at Equitable Advisors with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the Diplomat Wrestling Club, Inc., a non-investment-related community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm’s advisory approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Cassandra Sabo is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2015. In addition to her advisory role, she is associated with Michael D. Sabo CFP/TM, a support business in which she is actively involved. 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 utilizes tailored, non-discretionary planning and analytical tools to support client objectives and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Eric N. Dunn is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the president of the Greencroft Condominium Association board and coaches a fitness program with Beachbody. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Deborah Hughes is the Senior Resident Director at Merrill. She joined Merrill in 2012 after over a decade in corporate finance and financial services, including eight years at Edward Jones. In her role, Deborah focuses on creating strategies designed to help clients meet their short- and long-term financial goals, specializing in retirement and estate planning services. Her approach to wealth management is consultative, objective, and client-focused. Deborah listens to and interprets clients' financial situations, preferences, and goals to explore a wide range of possible strategies using Merrill's resources. She is a qualified Portfolio Manager and manages her own Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Deborah holds a Bachelor of Science degree in Electrical Engineering from the University of South Carolina and a Master of Business Administration in Finance from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA). Outside of work, Deborah enjoys spending time with her family, gardening, cooking, golfing, and traveling. She also serves on the board of the PERSAD Center.

Anita Manning is a financial advisor at Merrill with a Series 66 designation and over 36 years of industry experience, primarily at PNC before joining Merrill in 2025. She is based in Pittsburgh, PA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Richard Matthews is a Series 66 licensed financial advisor at Ameriprise with 8 years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company, The Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, LLC, and PNC Investments. 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 tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Karen Greb is a Wealth Management Advisor and the founder and senior partner of Greb Wealth Management. She began her career at Merrill in 1978 and has dedicated her professional life to providing wealth management services to multiple generations of clients. Many of her clients have maintained their relationship with her firm for over four decades, which has contributed to her extensive understanding of the financial issues that affect her clients' lives. Karen holds a bachelor's degree from Duquesne University and has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Financial Planning Association and the Investments & Wealth Institute. Her expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. In addition to her professional commitments, Karen is involved in community service and serves on boards related to arts, culture, and education, including the Carnegie Museum of Natural History Advisory Board and the Central Catholic High School of Pittsburgh Board. She is also part of the Women's Leadership Council of the United Way of SW PA. Her personal interests include drawing and sketching, gardening, hiking, painting, photography, reading, spending time with family, traveling, writing, and yoga.

Denise House is a financial advisor with Wells Fargo Advisors in Greensburg, PA, holding a Series 66 designation and 21 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024 before joining Wells Fargo Advisors. She is also a notary public, providing document notarization in her local community. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research, planning tools, and simulation models to develop tailored recommendations, supporting clients with specialized planning needs including business transitions, special-needs analysis, and divorce planning.

Louis Sforza Jr. is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Wendy Semkus serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Wendy's expertise includes helping clients manage various financial priorities such as buying a home, saving for college, caregiving for elderly parents, and preparing for healthcare needs. She works one-on-one with clients to define their goals and develop portfolio strategies designed to achieve them, providing ongoing advice and adjusting portfolios as clients' situations evolve. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Wendy earned her Bachelor's Degree from Mount St Mary's University.

Richard Zalakar is a financial advisor at Stifel in Pittsburgh, PA, with 35 years of industry experience. He has been with Stifel since 2007 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Jonathan D'antonio is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1999. He specializes in managing risk across clients' financial lives by integrating their investment, retirement, tax minimization, and estate planning strategies. His client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, special needs planning, and tax minimization. Jonathan earned a Bachelor's degree in Biology and Economics from Rutgers University. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials complement his expertise in providing comprehensive wealth management solutions. Residing in Sewickley, Pennsylvania with his wife and four children, Jonathan engages in personal interests such as skiing, cycling, golf, hiking, chess, and spending time with family. He is also involved in the community by volunteering for local non-profits and coaching youth athletics.

Dean Ponterio is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at Cetera since 2025 and has prior experience at H.D. Vest in various roles from 1998 to 2019. In addition to his advisory work, he operates an accounting and tax preparation practice as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Maria Yezovich is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and BNY Mellon. Outside of her advisory work, she is the lead female vocalist for a Pittsburgh-based cover band called Walkin' Rosie. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and advisory solutions, supported by a combination of internal research, manager selection, and a variety of investment strategies.

Jason Seibert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2019. In his role, he focuses on helping clients develop potential solutions and providing investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. Jason holds the CERTIFIED FINANCIAL PLANNER® certification and a Personal Investment Advisor designation. He graduated from The University of Pittsburgh with a bachelor's degree in Political Science and a minor in Economics. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, philanthropic planning, portfolio management services, and sports and entertainment. He lives in Pittsburgh with his wife Charlene and their two daughters. The family is active in the community, supporting Special Olympics Pennsylvania and other local causes. Jason participates in community volunteer work as part of Merrill Lynch's tradition of engagement.