Kirk Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA. He holds the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. Perry has been with Thrivent Financial for Lutherans and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning from managed-account services, allowing clients to combine both under a consolidated billing option called “WealthPlan.”

Joan Wesley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes roles at Avantax Insurance Agency, Avantax Investment Services, and Metro Real Estate Services. She also serves as an independent insurance agent specializing in fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management services through a multi-manager platform that includes both discretionary and non-discretionary program options.

Justin Lloyd is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Samantha Heiser is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Her prior roles include positions at Equitable Advisors, Ally Financial, and Clark Hill, PLC. She also has experience working in education and retail sectors. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, and offers both discretionary and non-discretionary management options.

Eric Theoret is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career at Morgan Stanley-affiliated entities spans over 18 years, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to create tailored plans.

Ben Spagiare is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2010. Outside of his advisory role, he is involved in an outside insurance business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and provides ERISA fiduciary services, delivering a range of investment solutions including mutual funds, ETFs, and alternative investments.

Michael D'Ambrosio is a financial advisor with LPL Financial in Monroeville, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and Lewis, McBeth & D'Ambrosio. He operates D'Ambrosio Financial Advisors as a DBA for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive resources and a large network of advisors.

Stephen Fuhrer is a ChFC® with 39 years of industry experience, currently serving as a financial advisor with LPL Financial since 2023. Prior to joining LPL, he worked for 36 years at Harvest Financial Corporation. Fuhrer is also the owner of Fuhrer’s Inc., an insurance agency he has operated since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a broad range of financial planning and investment management solutions.

Justin Grubisha is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 13 years at Hefren Tillotson, Inc. The DDK Group, where Grubisha is a team member, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services supported by internal research and advanced tools, including artificial intelligence.

Olivia Brinker is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides wealth planning strategies to local female business owners, families, and retirees. She became a partner in the Bohn, Brinker, Floberg, and Gleason Group in 2022 and serves as President of the Western PA Women's Exchange for Merrill Lynch Bank of America, a forum for women in wealth management divisions to share ideas and support personal, career, and leadership development. Since joining Merrill Lynch in 2015, Olivia has held various roles including Client Associate and Financial Advisor, building practices from the ground up. She focuses on client needs by actively listening to their goals and delivering tailored wealth management support through collaboration with team members and specialists. Her approach emphasizes quality, timeliness, and a disciplined process. Olivia holds a Bachelor's Degree from Slippery Rock University and an MBA from Chatham University. She has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). She is involved with professional organizations such as the Accounting & Financial Women's Alliance and the Chatham Alumni Advisory Board, and supports community organizations including Autism Speaks, Sampson Family YMCA of Greater Pittsburgh, Special Olympics, and Wesley Family Services.

Richard Deitrick Jr. is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jacquelyn Connell is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, she worked with Achieva Family Trust and Duquesne University. She is also involved in community service, teaching an Estates, Wills, and Trusts course as adjunct faculty at Duquesne University’s paralegal program and serving on the board of River Communities Fiduciary Services, a nonprofit assisting individuals with disabilities. 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 and profit-sharing plans, corporations, and charitable organizations.

Bo Edvardsson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Lincoln Financial Advisors, MSI Financial Services, Inc., and New England Securities. In addition to his advisory role, he is involved in non-variable insurance relationships. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Kimberly Henry is a Series 65 credentialed financial advisor with Cambridge Investment Research Advisors, based in Pittsburgh, PA. She has over 30 years of experience in the financial services industry, including 22 years at The Bank of New York Mellon and seven years at Northwest Bank. She joined Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Natalie Taylor is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Her prior roles include positions at PNC Wealth Management and BNY Mellon Wealth Management. She serves on the boards of several nonprofits, including Shadyside Academy, the Shadyside Hospital Foundation, Achieva Family Trust, and the Pittsburgh Glass Center, participating in their finance and investment committees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s non-discretionary advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Allen Zeolla is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and has operated his own firm, AZ Financial, since 1998. Outside of advising, Zeolla is involved in tax return preparation through his business, Tax Services Plus, and co-owns an LLC engaged in billboard management. OSAIC serves a wide range of clients, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through multiple programs with a focus on model-based asset allocation, portfolio optimization, and a diverse suite of managed account offerings.

Joseph Nichol is a Series 66-registered advisor with J.P. Morgan Securities in Pittsburgh, PA, beginning his industry career in 2026. His prior experience includes roles at JPMorgan Chase Bank and Seven Oaks Country Club, as well as attendance at Duquesne University. 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 and fund searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research supported by a centralized manager solutions team.

James Young II is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has held various roles outside of finance, including co-owning a fitness business and leading sales for an ATM service company. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Josephine Mastilak is a CFP®-certified financial advisor with 43 years of industry experience. She currently works at Stifel and previously held roles at Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses intended to support client decision-making.