Drew Linarelli is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Raymond James Financial Services. Additionally, he operates a family wealth management group offering various insurance products. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm provides a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Raymond Nepa is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for UBS Financial Services for 16 years. He serves on the CFP Advisory Board at Duquesne University, advising and reviewing the educational program for their CFP certification. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing strategies tailored to each client’s risk profile through a combination of in-house and third-party managers.

Kristina Pockl is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2007. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Reasinger is a financial advisor with Merrill in Upper Saint Clair, PA, holding Series 63 and Series 65 credentials and with 32 years of industry experience. She has been with Merrill since 2010. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandria Jackson is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at BNY Mellon Securities Corp and Mellon Capital. Jackson also serves as a financial advisor at DSF Wealth Management Group, a financial planning firm. Cetera is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, featuring a multi-manager platform with access to both affiliated and third-party investment strategies.

Eric Mcmahon is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services Advisors, Inc. since 2009. Prior to this, he worked in insurance and has been involved with the Canon McMillan School District since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Craig Tillotson is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 38 years at Hefren Tillotson, Inc. and over four decades of self-employment. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, employing various separately managed account strategies and combining internal research and technology in client advice.

Michael Headrick is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding a Series 66 credential and seven years of industry experience. His work history includes roles at Ameriprise since 2013 and a position at Walmart from 2017 to 2018. He is also the owner of HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jean Roccon Rohm is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he serves as Executive Vice President and Treasurer of The Johnny Mercer Foundation, which promotes educational programs introducing the Great American Songbook to younger generations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

John Reba is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Hefren-Tillotson, Inc. for 13 years before joining RBC Capital Markets in 2022. Reba serves as a voting member of the investment and finance committees on the board of the Brothers Brother Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management, responsible investing, and alternative investments.

Jackson Geisler is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and founding Geisler & Company Financial Planning. Outside of finance, he has experience in the food and beverage sector, including time at I Love Juice Bar and Fresh From the Farm Juice. 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 range of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Melissa O’Malley is a CFP® professional with 26 years of experience in financial advising. She has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 26 years. She is based in Pittsburgh - Wexford, PA. Melissa is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies alongside internal research and tools.

Jayson Angus is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in financial planning and client advisory roles at Fidelity Investments since 2019, with previous positions including Planning Consultant and Financial Representative. His professional experience encompasses guiding clients through their financial planning needs by developing trusted relationships and employing a tailored approach. Jayson emphasizes ensuring clients feel confident in their financial plans to help them work toward achieving their goals. Outside of his professional life, Jayson has interests in fitness, social events with friends, golf, lake activities, and outdoor adventures.

Gary Klobchar Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services, Inc. He also operates Milestones Financial Group, a DBA focused on investment and non-variable insurance services. 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, model portfolios, third-party asset management, and institutional platforms.

Matthew Vanek is a financial advisor with LPL Financial in Carnegie, PA, holding Series 63 and 65 licenses and 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Vanek prepares a limited number of tax returns for friends and family and is involved in selling Medicare Advantage plans through Yuvan Senior Options, LLC. 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 asset management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Adam Check is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021 and was previously employed at PNC Bank from 2019 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and ESG considerations.

Michael Speakman is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 license. He has 14 years of industry experience, including five years at The Vanguard Group, Inc., and briefly operated The Speakman Financial Group as a DBA for his LPL business. He has also participated in paid video interviews for Pacific Life. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Stacy Mchugh is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Cambridge Investment Research Advisors, and United Capital Financial Advisers. Outside of her advisory role, she is a commissioned notary in Gibsonia, PA. The DDK Group at Robert W. Baird & Co., where she is based, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Karen Osborn is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked with Grove Point Investments, Sentinel Financial Management, and H. Beck, among others. Outside of advisory work, she is the owner of Inspired Interiors, a business she has operated since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Donald Healy is a financial advisor with UBS Financial Services in Wexford, PA, holding a Series 63 designation and 42 years of industry experience. He has been with UBS since 1984. Outside of his advisory role, he is a partner in a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.