Apryle Davis is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 credentials and five years of industry experience. She has been associated with Primerica Advisors since 2020 and also has experience with Primerica Financial Services dating back to 2010. Outside of advisory work, she owns One Accord Group, LLC, an investment-related business based in Johnstown, PA. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports clients primarily through a large network of financial advisors.

Lisa Hohman is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Katherine Morris is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its predecessor firm since 1988. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.

Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.

Anthony Gaslevich III is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2003. He has 24 years of industry experience. 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 and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Samantha Hirkala is a Series 66 licensed financial advisor with Robert Baird & Co., bringing four years of industry experience. She previously worked at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she operates, provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, employing a combination of managed account strategies, tax management, and ongoing manager oversight.

Eric Lewis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2005 with The Larsen Group as a Client Associate before advancing to an Investment Associate. In 2007, Eric became a Financial Advisor and has since played a key role in developing and maintaining client relationships. He utilizes his knowledge of resources available through Merrill and Bank of America, including credit and lending services, to support his clients' financial needs. Eric’s expertise includes discretionary portfolio management, investment strategies, and assisting business executives and entrepreneurs with 401(k) plan offerings and employee education. His client focus areas span college education planning, divorce transition planning, equity compensation services, institutional investment consulting, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Eric holds several professional designations, including the Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). He earned his bachelor’s degree in Finance from Slippery Rock University in Pennsylvania. Outside of his professional work, Eric lives in Prospect, Pennsylvania with his wife and two children. He enjoys a range of personal interests such as biking, cooking, football, golfing, hiking, music, scuba diving, skiing, surfing, and volleyball.

Linda Eastberg is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. She has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s advisory risk profile.

James Piotrowski is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 34 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1992 to 2024. Piotrowski also serves as an advisor for Liberty Mutual in property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Christina Martin Fuselier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 1992. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through affiliated companies.

Kevin Krul is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RBC Capital Markets in 2022, he spent 22 years at Hefren Tillotson, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers, and provides services such as portfolio management, financial planning, custody, and brokerage.

Curt Coulter is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he serves as a board member of Boars Room LLC, a restaurant and bar in Covington, Kentucky. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Stephen Vivis is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, he held positions at Somerset Trust Company and has a diverse background including work in education and local businesses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios, and it is notable for its use of systematic methodologies and oversight of sub-advisers.

Isaiah Jackson is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and NYLife Securities LLC. Jackson also has experience outside of finance, having worked at Verizon for five years. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

John Barbiaux is a Series 66-licensed financial advisor with Edward Jones in Saxonburg, PA. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory work, he owns a photography business where he also writes blog posts related to photography and equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eugene Bujaky is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its related entities since 2014, including VOYA Financial Advisors. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multiple program structures and investment platforms.

David Gawne is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Securities Corp. and Grove Point Investments, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Robert Dunbar is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory work, he serves on the Board of Directors for Little Big Horn Associates, a historical association, where he oversees conference site decisions and leads conferences. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients, including portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Jason Curran is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at BNY Mellon Investor Solutions, LLC and spent over a decade at Morgan Stanley Alternative Investment Partners. 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.

Johnathan Miller is a financial advisor with Robert W. Baird & Co. in Pittsburgh - Wexford, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird, he worked at BNY Mellon and CNB Bank. Miller also has experience with Pro Football Focus. He is part of The DDK Group within Baird’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 brokerage services, utilizing internal research and a mix of manager- and model-traded strategies.