Elizabeth Treater is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses. She has prior experience at Touchstone Capital, Inc., American Pension Benefits, and Federated Investment Counseling. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kathleen Favorite is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, she serves as president of Favorite Properties Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.

Brandon Pruss is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Charles Schwab. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Dustin Thompson is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Hefren Tillotson, Inc. for nine years. He serves as a board member and on the Investment Finance Committee of the Seneca Valley Foundation. 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 services including financial planning, portfolio management, and customized investment solutions, supported by in-house research and a combination of manager-traded and model-traded strategies.

Robert Wilson Jr. is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Cetera in Wexford, PA. His background includes roles at various financial services firms, including Best Times Financial and American Portfolios Financial Services, Inc. Outside of finance, he has experience working in the food service industry with Big Dipper BBQ and Owego Original Italian. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, utilize third-party managers, or construct customized strategies across discretionary and non-discretionary program structures.

Marc Canovali is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked with firms including Private Advisor Group, LPL Financial, and The Advisor Group, where he is an owner. Outside of advising, he is an insurance agent specializing in life, health, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party money managers.

Nathaniel Sepe is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Federated Global Investment Management Corp., Carson Wealth, and USI Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Matthew Hurray is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 26 years of experience to his role. He specializes in addressing a range of client needs, including corporate executive services, equity compensation, retirement planning, portfolio management, and small business strategies. Matthew works with senior executives, business owners, and multi-generational families to develop financial plans that adapt to evolving client priorities and goals. Joining Merrill in 1996, Matthew has extensive experience advising clients on complex financial decisions such as stock option strategies, deferred compensation, retirement planning, and business transitions. He focuses on tailoring investment portfolios that align with individual goals, risk profiles, and timelines, utilizing both traditional and alternative investments as appropriate to pursue growth in varying market environments. Matthew holds a Bachelor's degree in economics and finance from the University of Dayton and a Master's degree in Business Administration from Duquesne University. He is a Personal Investment Advisor (PIA) and is actively involved in community organizations, serving as a committee member for the Duquesne University Student Athletic Fund. Matthew resides in Cranberry Township, Pennsylvania with his wife, Julie, and their twins.

Eric Werner is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2019 before joining Morgan Stanley. Outside of his advisory role, he serves as a trustee and holds power of attorney responsibilities in investment-related capacities. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tammy Neff is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, she worked at Hefren Tillotson and Mühlenkamp & Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations using a variety of financial planning and portfolio management strategies.

Jessica Leto is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Liptak is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera Investment Services, Northwest Advisors, and Northwest Bank, where he has also maintained a longstanding involvement. Outside of his advisory work, he holds an ownership interest in Brokers Services Marketing Group, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jack Burton is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP and several financial institutions including Bank of America and Merrill. His background also includes multiple roles at John Carroll University. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Kelli Cerra is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has worked previously at Lincoln Financial Securities and BCR Financial Services, LLC. Outside of advising, she is also a commissioned notary. 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 advisory and brokerage services, including financial planning and institutional platforms, utilizing model portfolios, third-party subadvisors, and customized strategies.

Nicholas Simakas is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 designation with 15 years of industry experience. His career includes seven years at MDT Advisers, a Division of Federated MDTA LLC, before joining Morgan Stanley Private Bank and Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm-approved tools and modeling techniques.

Erin Weber is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to joining Raymond James, she worked at Hefren Tillotson for six years. She is involved with Women, Wisdom & Wealth, an educational initiative focused on helping women better understand finances through speaking engagements and written materials. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with diverse portfolio management styles supported by affiliated research and model managers.

Lisa Delisio is a financial advisor with LPL Financial holding Series 63 and 65 designations and 19 years of industry experience. Her prior work includes roles at Fort Pitt Capital Group, PWA Wealth Management, BNY Mellon Securities Corporation, and PNC Wealth Management. 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 portfolio programs, third-party asset management access, and institutional platforms.

Ryan Larkin is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird in 2022. He holds a Series 66 designation. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of services including financial planning, portfolio management, and brokerage. The firm integrates manager-traded and model-traded strategies, tax-management, and the use of internal research and artificial intelligence in its advisory process.

Richard D'amico is a financial advisor with RBC Capital Markets in Sewickley, PA. He holds Series 65 and Series 63 licenses and has 29 years of industry experience, including 13 years with DWS Distributors, Inc. prior to joining RBC in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Daniel Spencer is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise Financial Services and Fort Frederica Capital. Outside of his advisory role, he is employed by the Pennsylvania Interscholastic Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.