Michael Iannuzzi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at Fisher Investments and PNC Investments. Outside of his advisory role, he is involved with several related ventures, including serving as an associate planner for GenX Financial LLC and Innovative Wealth Team, LLC, where he also acts as a broker for fixed insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm utilizes multiple tools and third-party solutions to construct portfolios spanning various asset classes and supports both discretionary and non-discretionary account management.

Louis Sforza is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. Prior to joining Ameriprise in 2021, he worked for Prudential Investment Management Services LLC and The Prudential Insurance Company of America from 2009 to 2021. He serves on the Board of Directors for the YMCA and has ownership roles in several business entities related to managing his advisory practice. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic automation overseen by a Retirement Income Oversight Committee.

Earl Smith Jr. is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pruco Securities, LLC for nine years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated advisory and brokerage platform.

Rishi Anand is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley, where he worked from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Robert Lewis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has worked at Merrill since 1999. Outside of his advisory role, he serves as Treasurer and an officer for the St. Vincent De Paul Society in Beaver, PA. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

Kelly Harrington is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has worked with UBS since 2020 and concurrently with Bill Few Securities since 2015. She is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 investment strategies.

Justin Yasko is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Hefren Tillotson and Hefren-Tillotson, Inc. prior to joining Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and specialized separately managed account programs, supported by internal research and advanced investment tools.

Mary Ann Ernette is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked at IC Advisory Services Inc and The Investment Center Inc, each for six years, and has been involved with the AVS Foundation since 2012. Ernette is also engaged with The Eamon Foundation outside of her advisory work. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

David Bain is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Charles Schwab & Co., Inc. David is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Michael Law is a CFP®-credentialed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial in Seven Fields, PA. He previously worked at Good Life Advisors, LLC for five years and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Chad Restori is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. He previously worked at Hefren Tillotson, Inc. from 2011. Restori is a member of the finance committee at Central Catholic High School in Pittsburgh. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody. The firm combines manager-traded and model-traded strategies with ongoing manager selection supported by internal research and uses distinctive features such as municipal advisory services and strategic partnerships.

Tammy Graybill is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she serves as treasurer for a homeowner’s association and is an independent consultant purchasing wellness and skincare products for personal use. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm provides a variety of advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers.

Michael Franklin is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. Prior to joining OSAIC, he spent 14 years at Sagepoint Financial, Inc., and has been president of Patrick Financial Co., Inc. since 1996, where he continues to manage fixed insurance with various carriers. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to offer portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Gabriel Manges is a financial advisor with Primerica Advisors in Coraopolis, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models implemented with oversight and independent due diligence.

Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007. With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families. Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Danielle Hines is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following a prior role at Hefren Tillotson beginning in 2017. Robert Baird’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies alongside ongoing investment research and monitoring.

Perry Ninness is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of New York Mellon and Keller Williams Realty, where he was a sales associate. Perry has also been affiliated with the University of Pittsburgh for ten years. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Philip Wosotowsky is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously spent 39 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Craig Thompson is a financial advisor at Charles Schwab with 32 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2005. He holds the Series 63 designation and is based in Cranberry Township, PA. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eric Geary is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.