Robert Keiscer is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, AXA Advisors, and other firms. Keiscer is based in Pittsburgh, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI-driven methods.

Christine Mulkerrin is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds Series 66 and Series 65 licenses and has been with UBS since 2003. 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 leverages proprietary research and model-based asset allocations in delivering advice.

Chad Irving is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has dedicated his entire professional career since 1997. He has held multiple roles within the firm, including Premier Wealth Planner and leadership positions in Philadelphia, Pittsburgh, and Atlanta. Since returning to Pittsburgh in 2013, Chad provides customized wealth management strategies tailored to his clients' needs. Chad holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Exit Planning Advisor (CEPA®). He earned a Bachelor's Degree from Pennsylvania State University. His expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and values-based investing. In addition to his professional work, Chad is involved with the Western Pennsylvania chapter of the Cystic Fibrosis Foundation. His personal interests include cooking, golfing, spending time with his family, and traveling.

Kevin Day is a CFA® charterholder with 13 years of experience in the financial industry. He has worked at Cetera since 2018 and previously held roles at Federated Investors and First National Bank of Pennsylvania. In addition to his advisory role, he serves as Market Executive for FNB Wealth Management, overseeing sales and service functions at First National Trust Company. Cetera Investment Advisers LLC is a national investment advisory firm that serves individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management, retirement, and consulting services through a multi-manager platform with flexible program options and over $256 billion in assets under management.

Colleen Neuendorffer is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Fuller & Co, and Hefren-Tillotson. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Marcel Brown is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity and Wells Fargo, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking capital market approach.

Corey Di Pietro is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at Citizens Bank and Citizens Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research with forward-looking capital market assumptions.

Karac Davis is a financial advisor with Edward Jones in Irwin, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to this, he worked at Chatham University and Shady Side Academy and has experience running KD Hockey LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.

Anton Plantz serves as an Associate Resident Director at Merrill, where he began his career in 2007. He specializes in wealth management with a focus on closely-held businesses, assisting owners with critical financial decisions throughout the phases of their business lifecycle. His expertise includes cash management, retirement strategies and funding, and business monetization such as strategic sales or transfers. Anton earned a bachelor's degree in economics from Allegheny College in Meadville, Pennsylvania. He holds multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Anton enjoys golfing and skeet shooting. He resides in the Warrendale area with his wife, Katelyn, and their three children.

Shawn Helman is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Cetera and has held senior roles at C.B. Tracy & Associates, Inc., including CEO and Senior Executive. Outside of advisory work, he is a partner in a commercial real estate venture and sells life, health, and disability insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Christian Vadas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and has prior experience at Lithia Motors, Ken Ganley Toyota, Fitness International DBA L.A. Fitness, and American Pool. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katrina Saylor is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2017 and previously worked at PNC Investments. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lucas Boyd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at PNC Private Bank for three years and BNY Mellon for seven years. Based in Pittsburgh, PA, Boyd joined Merrill in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Megan Paull is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. 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 employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation.

Audrey Webb is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Merrill since 2019 and previously was with Northwestern Mutual Investment Management and Kevin Miller. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Blount is a financial advisor with Robert W. Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Hefren Tillotson, Inc. for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year before joining Baird in 2022. Baird’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research, and advanced tools including artificial intelligence to support client advice, and manages approximately $394 billion in assets as of December 2025.

Margaret Rimmel Galant is a CFP®-certified financial advisor with five years of industry experience, currently serving clients at UBS Financial Services in Pittsburgh, PA. Her background includes roles at UBS since 2021 and prior engagements at Emory University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management services with institutional trading capabilities, including futures commission merchant activities and underwriting.

William Willett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2015. 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, utilizing structured discovery processes and advanced modeling tools to support client decision-making.

Joseph Lantz is a CFA® charterholder and financial advisor with Raymond James Financial in Pittsburgh, PA, bringing seven years of industry experience. Prior to joining Raymond James in 2022, he spent fifteen years at Federated Hermes. He serves on the investment committees of two nonprofits, Achieva Family Trust and United Way of Southwestern PA, where he provides guidance on strategic investment matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs a non-discretionary, tailored investment approach supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Jenna Madigan is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has previously worked at Hefren-Tillotson, Inc. and Mine Safety Appliances. Outside of her advisory role, she serves as head volleyball coach at Greensburg Central Catholic High School and is involved with the Westmoreland Elite Volleyball Club. 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 financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence, in client advising.